Wealth Enhancement Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24M | Buy |
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|
2025
Q2 | $31.2M | Buy |
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|
2025
Q1 | $36M | Buy |
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|
2024
Q4 | $28.9M | Buy |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $9.56M | Sell |
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|
2023
Q3 | $9.54M | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.17M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.23M | Buy |
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