Advisory Alpha’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
2,492
+312
| +14% | +$53.8K | 0.01% | 291 |
|
|
2025
Q1 | $481K | Buy |
2,180
+234
| +12% | +$51.7K | 0.02% | 258 |
|
|
2024
Q4 | $400K | Buy |
1,946
+440
| +29% | +$90.4K | 0.01% | 261 |
|
|
2024
Q3 | $271K | Buy |
+1,506
| New | +$271K | 0.01% | 331 |
|
|
2019
Q4 | – | Sell |
-20
| Closed | -$2.09K | – | 814 |
|
|
2019
Q3 | $2.09K | Buy |
+20
| New | +$2.09K | ﹤0.01% | 643 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | -$593 | – | 292 |
|
|
2019
Q1 | $593 | Buy |
+7
| New | +$593 | ﹤0.01% | 644 |
|