Wealthspire Advisors (Maryland)’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$2.24M Sell
2020
Q2
$3.85M Buy
2020
Q1
$3.66M Buy
2019
Q4
$4.38M Buy
2019
Q3
$3.84M Buy
2019
Q2
$3M Sell
2019
Q1
$2.94M Sell
2018
Q4
$2.64M Buy
2018
Q3
$2.92M Buy
2018
Q2
$2.57M Sell
2018
Q1
$2.58M Buy
2017
Q4
$2.29M Sell
2017
Q3
$2.28M Buy
2017
Q2
$2.08M Buy
2017
Q1
$1.87M Buy
2016
Q4
$1.37M Sell
2016
Q3
$1.65M Sell
2016
Q2
$1.83M Sell
2016
Q1
$1.83M Sell
2015
Q4
$1.68M Buy