Advisors Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
5,352
+790
| +17% | +$136K | 0.01% | 307 |
|
|
2025
Q1 | $1.01M | Sell |
4,562
-54
| -1% | -$11.9K | 0.02% | 290 |
|
|
2024
Q4 | $948K | Buy |
4,616
+126
| +3% | +$25.9K | 0.01% | 304 |
|
|
2024
Q3 | $807K | Buy |
4,490
+275
| +7% | +$49.4K | 0.01% | 311 |
|
|
2024
Q2 | $628K | Buy |
4,215
+263
| +7% | +$39.2K | 0.01% | 334 |
|
|
2024
Q1 | $632K | Buy |
3,952
+1,182
| +43% | +$189K | 0.01% | 329 |
|
|
2023
Q4 | $368K | Sell |
2,770
-191
| -6% | -$25.4K | 0.01% | 382 |
|
|
2023
Q3 | $335K | Buy |
2,961
+1
| +0% | +$113 | 0.01% | 344 |
|
|
2023
Q2 | $373K | Sell |
2,960
-190
| -6% | -$23.9K | 0.01% | 348 |
|
|
2023
Q1 | $356K | Sell |
3,150
-104
| -3% | -$11.8K | 0.01% | 340 |
|
|
2022
Q4 | $329K | Sell |
3,254
-123
| -4% | -$12.4K | 0.01% | 363 |
|
|
2022
Q3 | $338K | Buy |
+3,377
| New | +$338K | 0.01% | 373 |
|
|
2022
Q1 | – | Sell |
-2,131
| Closed | -$221K | – | 435 |
|
|
2021
Q4 | $221K | Buy |
2,131
+47
| +2% | +$4.87K | 0.01% | 403 |
|
|
2021
Q3 | $226K | Buy |
+2,084
| New | +$226K | 0.01% | 388 |
|