1834 Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
1,489
| – | – | 0.03% | 197 |
|
|
2025
Q1 | $329K | Sell |
1,489
-239
| -14% | -$52.8K | 0.04% | 180 |
|
|
2024
Q4 | $355K | Hold |
1,728
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $310K | Buy |
+1,728
| New | +$310K | 0.04% | 193 |
|
|
2022
Q3 | – | Sell |
-1,274
| Closed | -$113K | – | 287 |
|
|
2022
Q2 | $113K | Hold |
1,274
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $129K | Sell |
1,274
-20
| -2% | -$2.03K | 0.02% | 205 |
|
|
2021
Q4 | $134K | Buy |
1,294
+20
| +2% | +$2.07K | 0.02% | 213 |
|
|
2021
Q3 | $138K | Sell |
1,274
-100
| -7% | -$10.8K | 0.02% | 216 |
|
|
2021
Q2 | $147K | Sell |
1,374
-1,000
| -42% | -$107K | 0.02% | 208 |
|
|
2021
Q1 | $283K | Sell |
2,374
-40
| -2% | -$4.77K | 0.04% | 166 |
|
|
2020
Q4 | $275K | Sell |
2,414
-75
| -3% | -$8.54K | 0.04% | 172 |
|
|
2020
Q3 | $256K | Hold |
2,489
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $243K | Sell |
2,489
-75
| -3% | -$7.32K | 0.04% | 161 |
|
|
2020
Q1 | $244K | Sell |
2,564
-386
| -13% | -$36.7K | 0.05% | 158 |
|
|
2019
Q4 | $341K | Hold |
2,950
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $306K | Sell |
2,950
-150
| -5% | -$15.6K | 0.04% | 153 |
|
|
2019
Q2 | $282K | Hold |
3,100
| – | – | 0.04% | 162 |
|
|
2019
Q1 | $273K | Sell |
3,100
-600
| -16% | -$52.8K | 0.04% | 167 |
|
|
2018
Q4 | $272K | Sell |
3,700
-1,300
| -26% | -$95.6K | 0.05% | 153 |
|
|
2018
Q3 | $412K | Buy |
5,000
+2,200
| +79% | +$181K | 0.06% | 136 |
|
|
2018
Q2 | $207K | Hold |
2,800
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $200K | Hold |
2,800
| – | – | 0.03% | 175 |
|
|
2017
Q4 | $184K | Buy |
+2,800
| New | +$184K | 0.03% | 182 |
|
|
2017
Q2 | – | Sell |
-22,100
| Closed | -$1.27M | – | 179 |
|
|
2017
Q1 | $1.27M | Hold |
22,100
| – | – | 0.24% | 86 |
|
|
2016
Q4 | $1.17M | Hold |
22,100
| – | – | 0.24% | 87 |
|
|
2016
Q3 | $1.1M | Sell |
22,100
-200
| -0.9% | -$9.95K | 0.24% | 84 |
|
|
2016
Q2 | $1.21M | Sell |
22,300
-100
| -0.4% | -$5.44K | 0.26% | 84 |
|
|
2016
Q1 | $1.15M | Hold |
22,400
| – | – | 0.26% | 83 |
|
|
2015
Q4 | $1.02M | Sell |
22,400
-1,300
| -5% | -$59.4K | 0.24% | 91 |
|
|
2015
Q3 | $1.03M | Buy |
23,700
+300
| +1% | +$13K | 0.25% | 91 |
|
|
2015
Q2 | $969K | Sell |
23,400
-600
| -3% | -$24.8K | 0.26% | 82 |
|
|
2015
Q1 | $953K | Sell |
24,000
-1,800
| -7% | -$71.5K | 0.26% | 86 |
|
|
2014
Q4 | $916K | Sell |
25,800
-120
| -0.5% | -$4.26K | 0.25% | 84 |
|
|
2014
Q3 | $838K | Sell |
25,920
-220
| -0.8% | -$7.11K | 0.23% | 89 |
|
|
2014
Q2 | $788K | Hold |
26,140
| – | – | 0.21% | 92 |
|
|
2014
Q1 | $741K | Hold |
26,140
| – | – | 0.22% | 91 |
|
|
2013
Q4 | $772K | Hold |
26,140
| – | – | 0.23% | 91 |
|
|
2013
Q3 | $660K | Hold |
26,140
| – | – | 0.22% | 88 |
|
|
2013
Q2 | $571K | Buy |
+26,140
| New | +$571K | 0.2% | 96 |
|