Advisor Resource Council’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,739
-19,365
| -92% | -$3.34M | 0.12% | 122 |
|
|
2025
Q1 | $4.28M | Buy |
+21,104
| New | +$4.28M | 0.35% | 74 |
|
|
2024
Q4 | – | Sell |
-3,380
| Closed | -$607K | – | 131 |
|
|
2024
Q3 | $607K | Buy |
+3,380
| New | +$607K | 0.27% | 98 |
|
|
2024
Q2 | – | Sell |
-4,466
| Closed | -$593K | – | 107 |
|
|
2024
Q1 | $593K | Sell |
4,466
-9,763
| -69% | -$1.3M | 0.25% | 96 |
|
|
2023
Q4 | $1.89M | Buy |
14,229
+11,696
| +462% | +$1.55M | 0.22% | 112 |
|
|
2023
Q3 | $286K | Buy |
2,533
+372
| +17% | +$42K | 0.15% | 108 |
|
|
2023
Q2 | $273K | Buy |
+2,161
| New | +$273K | 0.12% | 117 |
|