YHB Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $803K | Sell |
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|
2020
Q3 | $865K | Buy |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $848K | Sell |
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|
2019
Q4 | $1.57M | Sell |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $744K | Sell |
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|
2019
Q1 | $900K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $279K | Hold |
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|
2017
Q3 | $275K | Sell |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $226K | Hold |
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|
2016
Q3 | $212K | Sell |
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|
2016
Q2 | $233K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $210K | Sell |
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|
2015
Q2 | $202K | Buy |
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