Addison 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 | $1.41M | Sell |
8,189
-10
| -0.1% | -$1.72K | 0.35% | 60 |
|
|
2025
Q1 | $1.81M | Buy |
8,199
+40
| +0.5% | +$8.83K | 0.49% | 44 |
|
|
2024
Q4 | $1.68M | Sell |
8,159
-238
| -3% | -$48.9K | 0.47% | 46 |
|
|
2024
Q3 | $1.51M | Hold |
8,397
| – | – | 0.42% | 52 |
|
|
2024
Q2 | $1.25M | Hold |
8,397
| – | – | 0.4% | 56 |
|
|
2024
Q1 | $1.34M | Hold |
8,397
| – | – | 0.46% | 50 |
|
|
2023
Q4 | $1.12M | Sell |
8,397
-679
| -7% | -$90.2K | 0.43% | 51 |
|
|
2023
Q3 | $1.03M | Sell |
9,076
-125
| -1% | -$14.1K | 0.48% | 45 |
|
|
2023
Q2 | $1.16M | Hold |
9,201
| – | – | 0.57% | 37 |
|
|
2023
Q1 | $1.04M | Sell |
9,201
-11
| -0.1% | -$1.24K | 0.58% | 41 |
|
|
2022
Q4 | $931K | Hold |
9,212
| – | – | 0.56% | 42 |
|
|
2022
Q3 | $862K | Hold |
9,212
| – | – | 0.53% | 43 |
|
|
2022
Q2 | $820K | Hold |
9,212
| – | – | 0.5% | 42 |
|
|
2022
Q1 | $934K | Buy |
9,212
+2,080
| +29% | +$211K | 0.51% | 42 |
|
|
2021
Q4 | $740K | Buy |
7,132
+4,072
| +133% | +$423K | 0.46% | 45 |
|
|
2021
Q3 | $332K | Hold |
3,060
| – | – | 0.27% | 57 |
|
|
2021
Q2 | $327K | Buy |
+3,060
| New | +$327K | 0.26% | 57 |
|
|
2020
Q4 | $425K | Buy |
+3,730
| New | +$425K | 0.41% | 49 |
|