Advisornet Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.83M | Sell |
10,621
-95
| -0.9% | -$16.4K | 0.12% | 172 |
|
2025
Q1 | $2.37M | Buy |
10,716
+8
| +0.1% | +$1.77K | 0.18% | 133 |
|
2024
Q4 | $2.2M | Sell |
10,708
-88
| -0.8% | -$18.1K | 0.18% | 116 |
|
2024
Q3 | $1.94M | Sell |
10,796
-282
| -3% | -$50.7K | 0.14% | 155 |
|
2024
Q2 | $1.65M | Buy |
11,078
+5
| +0% | +$745 | 0.15% | 148 |
|
2024
Q1 | $1.77M | Sell |
11,073
-97
| -0.9% | -$15.5K | 0.17% | 139 |
|
2023
Q4 | $1.48M | Buy |
11,170
+910
| +9% | +$121K | 0.14% | 175 |
|
2023
Q3 | $1.16M | Sell |
10,260
-154
| -1% | -$17.4K | 0.11% | 193 |
|
2023
Q2 | $1.31M | Sell |
10,414
-139
| -1% | -$17.5K | 0.11% | 182 |
|
2023
Q1 | $1.19M | Buy |
10,553
+35
| +0.3% | +$3.96K | 0.11% | 192 |
|
2022
Q4 | $1.06M | Sell |
10,518
-10
| -0.1% | -$1.01K | 0.1% | 195 |
|
2022
Q3 | $985K | Buy |
10,528
+247
| +2% | +$23.1K | 0.1% | 211 |
|
2022
Q2 | $915K | Buy |
10,281
+22
| +0.2% | +$1.96K | 0.09% | 225 |
|
2022
Q1 | $1.04M | Buy |
10,259
+30
| +0.3% | +$3.04K | 0.07% | 241 |
|
2021
Q4 | $1.06M | Sell |
10,229
-56
| -0.5% | -$5.81K | 0.07% | 249 |
|
2021
Q3 | $1.12M | Sell |
10,285
-6,822
| -40% | -$740K | 0.08% | 218 |
|
2021
Q2 | $1.83M | Buy |
17,107
+365
| +2% | +$39K | 0.12% | 162 |
|
2021
Q1 | $1.99M | Sell |
16,742
-290
| -2% | -$34.5K | 0.14% | 152 |
|
2020
Q4 | $1.94M | Buy |
17,032
+514
| +3% | +$58.5K | 0.16% | 139 |
|
2020
Q3 | $1.7M | Buy |
16,518
+723
| +5% | +$74.5K | 0.15% | 150 |
|
2020
Q2 | $1.54M | Sell |
15,795
-620
| -4% | -$60.5K | 0.12% | 162 |
|
2020
Q1 | $1.56M | Sell |
16,415
-199
| -1% | -$18.9K | 0.14% | 138 |
|
2019
Q4 | $1.92M | Sell |
16,614
-375
| -2% | -$43.4K | 0.16% | 132 |
|
2019
Q3 | $1.76M | Sell |
16,989
-620
| -4% | -$64.2K | 0.16% | 131 |
|
2019
Q2 | $1.61M | Sell |
17,609
-30
| -0.2% | -$2.73K | 0.18% | 124 |
|
2019
Q1 | $1.56M | Buy |
17,639
+926
| +6% | +$81.7K | 0.19% | 118 |
|
2018
Q4 | $1.23M | Buy |
16,713
+483
| +3% | +$35.5K | 0.17% | 128 |
|
2018
Q3 | $1.34M | Sell |
16,230
-73
| -0.4% | -$6.01K | 0.17% | 122 |
|
2018
Q2 | $1.21M | Sell |
16,303
-415
| -2% | -$30.8K | 0.16% | 120 |
|
2018
Q1 | $1.19M | Sell |
16,718
-504
| -3% | -$35.9K | 0.16% | 119 |
|
2017
Q4 | $1.13M | Buy |
+17,222
| New | +$1.13M | 0.17% | 119 |
|