Wealth Management Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
|
|||||
|
2025
Q1 | $431K | Hold |
|
|||||
|
2024
Q4 | $401K | Hold |
|
|||||
|
2024
Q3 | $350K | Buy |
|
|||||
|
2024
Q2 | $289K | Hold |
|
|||||
|
2024
Q1 | $289K | Hold |
|
|||||
|
2023
Q4 | $257K | Hold |
|
|||||
|
2023
Q3 | $219K | Hold |
|
|||||
|
2023
Q2 | $244K | Hold |
|
|||||
|
2023
Q1 | $219K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $466K | Hold |
|
|||||
|
2021
Q1 | $519K | Hold |
|
|||||
|
2020
Q4 | $496K | Buy |
|
|||||
|
2020
Q3 | $393K | Sell |
|
|||||
|
2020
Q2 | $382K | Hold |
|
|||||
|
2020
Q1 | $371K | Buy |
|
|||||
|
2019
Q4 | $424K | Sell |
|
|||||
|
2019
Q3 | $454K | Buy |
|