AI
AdvisorShares Investments’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Buy |
34,645
+819
| +2% | +$141K | 1.08% | 27 |
|
|
2025
Q1 | $7.51M | Sell |
33,826
-315
| -0.9% | -$69.9K | 1.47% | 14 |
|
|
2024
Q4 | $7.01M | Sell |
34,141
-10,618
| -24% | -$2.18M | 1.35% | 21 |
|
|
2024
Q3 | $8.04M | Buy |
44,759
+712
| +2% | +$128K | 1.54% | 9 |
|
|
2024
Q2 | $6.48M | Buy |
44,047
+3,026
| +7% | +$445K | 1.13% | 13 |
|
|
2024
Q1 | $6.56M | Buy |
41,021
+15,130
| +58% | +$2.42M | 1.1% | 7 |
|
|
2023
Q4 | $3.44M | Sell |
25,891
-383
| -1% | -$50.9K | 0.81% | 18 |
|
|
2023
Q3 | $2.97M | Buy |
26,274
+1,520
| +6% | +$172K | 0.79% | 14 |
|
|
2023
Q2 | $3.12M | Buy |
24,754
+6,080
| +33% | +$767K | 0.89% | 11 |
|
|
2023
Q1 | $2.11M | Buy |
18,674
+5,700
| +44% | +$644K | 0.66% | 13 |
|
|
2022
Q4 | $1.31M | Sell |
12,974
-333
| -3% | -$33.7K | 0.37% | 18 |
|
|
2022
Q3 | $1.25M | Hold |
13,307
| – | – | 0.34% | 25 |
|
|
2022
Q2 | $1.18M | Sell |
13,307
-200
| -1% | -$17.8K | 0.33% | 28 |
|
|
2022
Q1 | $1.37M | Buy |
13,507
+1,140
| +9% | +$116K | 0.23% | 30 |
|
|
2021
Q4 | $1.28M | Buy |
12,367
+2,997
| +32% | +$311K | 0.15% | 86 |
|
|
2021
Q3 | $1.02M | Hold |
9,370
| – | – | 0.16% | 82 |
|
|
2021
Q2 | $1M | Buy |
9,370
+532
| +6% | +$56.9K | 0.14% | 94 |
|
|
2021
Q1 | $1.05M | Buy |
8,838
+530
| +6% | +$63.1K | 0.13% | 79 |
|
|
2020
Q4 | $946K | Buy |
8,308
+1,562
| +23% | +$178K | 0.22% | 78 |
|
|
2020
Q3 | $695 | Sell |
6,746
-9,300
| -58% | -$958 | 0.03% | 83 |
|
|
2020
Q2 | $1.57M | Buy |
16,046
+8,658
| +117% | +$846K | 0.67% | 19 |
|
|
2020
Q1 | $702K | Sell |
7,388
-6,245
| -46% | -$593K | 0.61% | 36 |
|
|
2019
Q4 | $1.58M | Buy |
+13,633
| New | +$1.58M | 0.98% | 16 |
|