Adero Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $550K | Buy |
2,490
+55
| +2% | +$12.1K | 0.04% | 120 |
|
|
2024
Q4 | $500K | Buy |
2,435
+65
| +3% | +$13.4K | 0.03% | 119 |
|
|
2024
Q3 | $426K | Buy |
2,370
+76
| +3% | +$13.7K | 0.03% | 137 |
|
|
2024
Q2 | $342K | Sell |
2,294
-126
| -5% | -$18.8K | 0.02% | 151 |
|
|
2024
Q1 | $387K | Sell |
2,420
-44
| -2% | -$7.03K | 0.03% | 136 |
|
|
2023
Q4 | $327K | Buy |
2,464
+16
| +0.7% | +$2.13K | 0.03% | 143 |
|
|
2023
Q3 | $277K | Buy |
+2,448
| New | +$277K | 0.03% | 147 |
|