Advisor Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.93M | Sell |
21,689
-1,214
| -5% | -$108K | 0.14% | 158 |
|
|
2022
Q1 | $2.32M | Sell |
22,903
-1,824
| -7% | -$185K | 0.15% | 140 |
|
|
2021
Q4 | $2.57M | Sell |
24,727
-1,466
| -6% | -$152K | 0.15% | 123 |
|
|
2021
Q3 | $2.84M | Buy |
26,193
+336
| +1% | +$36.5K | 0.19% | 98 |
|
|
2021
Q2 | $2.76M | Sell |
25,857
-461
| -2% | -$49.3K | 0.18% | 106 |
|
|
2021
Q1 | $3.13M | Sell |
26,318
-505
| -2% | -$60.1K | 0.22% | 83 |
|
|
2020
Q4 | $3.05M | Buy |
26,823
+1,175
| +5% | +$134K | 0.23% | 82 |
|
|
2020
Q3 | $2.64M | Sell |
25,648
-119
| -0.5% | -$12.3K | 0.23% | 79 |
|
|
2020
Q2 | $2.52M | Sell |
25,767
-2,042
| -7% | -$199K | 0.23% | 79 |
|
|
2020
Q1 | $2.64M | Buy |
27,809
+7,322
| +36% | +$695K | 0.32% | 62 |
|
|
2019
Q4 | $2.43M | Buy |
20,487
+5,347
| +35% | +$634K | 0.25% | 81 |
|
|
2019
Q3 | $1.57M | Buy |
15,140
+3,614
| +31% | +$374K | 0.19% | 115 |
|
|
2019
Q2 | $1.05M | Buy |
11,526
+112
| +1% | +$10.2K | 0.13% | 157 |
|
|
2019
Q1 | $1.01M | Buy |
11,414
+612
| +6% | +$54K | 0.13% | 156 |
|
|
2018
Q4 | $794K | Buy |
10,802
+1,126
| +12% | +$82.8K | 0.13% | 176 |
|
|
2018
Q3 | $797K | Buy |
9,676
+123
| +1% | +$10.1K | 0.11% | 193 |
|
|
2018
Q2 | $708K | Buy |
9,553
+387
| +4% | +$28.7K | 0.12% | 195 |
|
|
2018
Q1 | $654K | Sell |
9,166
-34
| -0.4% | -$2.43K | 0.12% | 200 |
|
|
2017
Q4 | $635K | Sell |
9,200
-36
| -0.4% | -$2.49K | 0.11% | 211 |
|
|
2017
Q3 | $596K | Sell |
9,236
-34
| -0.4% | -$2.19K | 0.12% | 189 |
|
|
2017
Q2 | $567K | Buy |
9,270
+302
| +3% | +$18.5K | 0.13% | 190 |
|
|
2017
Q1 | $517K | Sell |
8,968
-1,234
| -12% | -$71.1K | 0.14% | 185 |
|
|
2016
Q4 | $542K | Buy |
10,202
+330
| +3% | +$17.5K | 0.16% | 156 |
|
|
2016
Q3 | $491K | Buy |
9,872
+394
| +4% | +$19.6K | 0.16% | 151 |
|
|
2016
Q2 | $515K | Buy |
9,478
+178
| +2% | +$9.67K | 0.18% | 142 |
|
|
2016
Q1 | $477K | Buy |
9,300
+1,620
| +21% | +$83.1K | 0.18% | 148 |
|
|
2015
Q4 | $351K | Buy |
7,680
+534
| +7% | +$24.4K | 0.12% | 182 |
|
|
2015
Q3 | $309K | Buy |
7,146
+876
| +14% | +$37.9K | 0.13% | 192 |
|
|
2015
Q2 | $249K | Hold |
6,270
| – | – | 0.1% | 259 |
|
|
2015
Q1 | $249K | Buy |
6,270
+322
| +5% | +$12.8K | 0.11% | 258 |
|
|
2014
Q4 | $211K | Buy |
+5,948
| New | +$211K | 0.09% | 280 |
|