Wolf Group Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $1.69M | Hold |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.69M | Hold |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $5.82M | Buy |
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|
2021
Q3 | $1.99M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $2.13M | Buy |
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|
2020
Q4 | $1.99M | Sell |
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|
2020
Q3 | $1.81M | Buy |
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