Advisory Services Network’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
37,157
+10,075
| +37% | +$1.4M | 0.08% | 263 |
|
|
2025
Q1 | $5.98M | Buy |
27,082
+287
| +1% | +$63.4K | 0.11% | 194 |
|
|
2024
Q4 | $5.5M | Sell |
26,795
-632
| -2% | -$130K | 0.1% | 219 |
|
|
2024
Q3 | $4.09M | Hold |
27,427
| – | – | 0.08% | 261 |
|
|
2024
Q2 | $4.09M | Buy |
27,427
+270
| +1% | +$40.2K | 0.08% | 261 |
|
|
2024
Q1 | $4.34M | Buy |
27,157
+1,855
| +7% | +$296K | 0.1% | 236 |
|
|
2023
Q4 | $3.36M | Buy |
25,302
+1,110
| +5% | +$147K | 0.08% | 273 |
|
|
2023
Q3 | $2.73M | Buy |
24,192
+597
| +3% | +$67.4K | 0.07% | 315 |
|
|
2023
Q2 | $2.98M | Sell |
23,595
-171
| -0.7% | -$21.6K | 0.08% | 298 |
|
|
2023
Q1 | $2.69M | Buy |
23,766
+486
| +2% | +$54.9K | 0.07% | 309 |
|
|
2022
Q4 | $2.35M | Buy |
23,280
+1,695
| +8% | +$171K | 0.07% | 324 |
|
|
2022
Q3 | $2.02M | Sell |
21,585
-127
| -0.6% | -$11.9K | 0.07% | 331 |
|
|
2022
Q2 | $1.93M | Sell |
21,712
-5,348
| -20% | -$476K | 0.07% | 360 |
|
|
2022
Q1 | $2.74M | Buy |
27,060
+2,541
| +10% | +$258K | 0.08% | 301 |
|
|
2021
Q4 | $2.55M | Sell |
24,519
-6,285
| -20% | -$652K | 0.07% | 322 |
|
|
2021
Q3 | $3.34M | Buy |
30,804
+638
| +2% | +$69.2K | 0.11% | 244 |
|
|
2021
Q2 | $3.22M | Buy |
30,166
+10,120
| +50% | +$1.08M | 0.1% | 251 |
|
|
2021
Q1 | $2.39M | Buy |
20,046
+3,418
| +21% | +$407K | 0.09% | 300 |
|
|
2020
Q4 | $1.89M | Sell |
16,628
-376
| -2% | -$42.8K | 0.08% | 315 |
|
|
2020
Q3 | $1.75M | Sell |
17,004
-2,537
| -13% | -$262K | 0.08% | 277 |
|
|
2020
Q2 | $1.91M | Sell |
19,541
-469
| -2% | -$45.8K | 0.1% | 244 |
|
|
2020
Q1 | $1.9M | Buy |
20,010
+544
| +3% | +$51.7K | 0.12% | 203 |
|
|
2019
Q4 | $2.25M | Buy |
19,466
+1,667
| +9% | +$193K | 0.12% | 212 |
|
|
2019
Q3 | $1.62M | Hold |
17,799
| – | – | 0.1% | 268 |
|
|
2019
Q2 | $1.62M | Buy |
17,799
+154
| +0.9% | +$14K | 0.1% | 268 |
|
|
2019
Q1 | $1.56M | Buy |
17,645
+49
| +0.3% | +$4.32K | 0.11% | 253 |
|
|
2018
Q4 | $1.29M | Buy |
17,596
+727
| +4% | +$53.4K | 0.11% | 241 |
|
|
2018
Q3 | $1.39M | Buy |
16,869
+110
| +0.7% | +$9.06K | 0.1% | 267 |
|
|
2018
Q2 | $1.29M | Buy |
16,759
+349
| +2% | +$26.9K | 0.1% | 276 |
|
|
2018
Q1 | $1.17M | Sell |
16,410
-20
| -0.1% | -$1.43K | 0.09% | 294 |
|
|
2017
Q4 | $1.08M | Buy |
16,430
+4,722
| +40% | +$310K | 0.09% | 293 |
|
|
2017
Q3 | $755K | Buy |
11,708
+7,014
| +149% | +$452K | 0.09% | 297 |
|
|
2017
Q2 | $287K | Buy |
4,694
+2,418
| +106% | +$148K | 0.04% | 522 |
|
|
2017
Q1 | $131K | Buy |
+2,276
| New | +$131K | 0.02% | 732 |
|
|
2016
Q3 | $957K | Sell |
19,250
-160
| -0.8% | -$7.95K | 0.18% | 136 |
|
|
2016
Q2 | $1.06M | Sell |
19,410
-1,250
| -6% | -$67.9K | 0.24% | 95 |
|
|
2016
Q1 | $1.06M | Buy |
20,660
+2,960
| +17% | +$152K | 0.29% | 80 |
|
|
2015
Q4 | $809K | Buy |
17,700
+14,050
| +385% | +$642K | 0.26% | 89 |
|
|
2015
Q3 | $158K | Buy |
3,650
+1,150
| +46% | +$49.8K | 0.05% | 313 |
|
|
2015
Q2 | $104K | Buy |
+2,500
| New | +$104K | 0.03% | 371 |
|
|
2014
Q1 | – | Sell |
-6,760
| Closed | -$200K | – | 402 |
|
|
2013
Q4 | $200K | Buy |
+6,760
| New | +$200K | 0.1% | 174 |
|