Wealthspire Advisors (New York)’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 | $4.14M | Sell |
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|
2025
Q1 | $5.31M | Buy |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $3.87M | Buy |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $27K | Buy |
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