AE Wealth 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 | $717K | Buy |
4,158
+42
| +1% | +$7.24K | 0.01% | 812 |
|
|
2025
Q1 | $909K | Sell |
4,116
-2,313
| -36% | -$511K | 0.01% | 730 |
|
|
2024
Q4 | $1.32M | Sell |
6,429
-4,551
| -41% | -$935K | 0.01% | 645 |
|
|
2024
Q3 | $1.97M | Sell |
10,980
-5,156
| -32% | -$926K | 0.02% | 538 |
|
|
2024
Q2 | $2.4M | Buy |
16,136
+10,298
| +176% | +$1.53M | 0.02% | 477 |
|
|
2024
Q1 | $933K | Sell |
5,838
-47,417
| -89% | -$7.58M | 0.01% | 666 |
|
|
2023
Q4 | $7.53M | Sell |
53,255
-163,801
| -75% | -$23.2M | 0.04% | 472 |
|
|
2023
Q3 | $24.5M | Sell |
217,056
-27,908
| -11% | -$3.15M | 0.15% | 158 |
|
|
2023
Q2 | $30.9M | Buy |
244,964
+206,913
| +544% | +$26.1M | 0.19% | 120 |
|
|
2023
Q1 | $4.3M | Sell |
38,051
-2,084
| -5% | -$236K | 0.03% | 542 |
|
|
2022
Q4 | $4.06M | Buy |
40,135
+1,581
| +4% | +$160K | 0.03% | 530 |
|
|
2022
Q3 | $3.61M | Buy |
38,554
+10,564
| +38% | +$988K | 0.03% | 509 |
|
|
2022
Q2 | $2.49M | Sell |
27,990
-20,518
| -42% | -$1.83M | 0.02% | 593 |
|
|
2022
Q1 | $4.92M | Sell |
48,508
-16,402
| -25% | -$1.66M | 0.03% | 439 |
|
|
2021
Q4 | $6.74M | Sell |
64,910
-2,975
| -4% | -$309K | 0.05% | 361 |
|
|
2021
Q3 | $7.37M | Sell |
67,885
-7,428
| -10% | -$806K | 0.06% | 292 |
|
|
2021
Q2 | $8.05M | Buy |
75,313
+10,653
| +16% | +$1.14M | 0.07% | 256 |
|
|
2021
Q1 | $7.7M | Buy |
64,660
+1,130
| +2% | +$135K | 0.08% | 246 |
|
|
2020
Q4 | $7.23M | Buy |
63,530
+4,121
| +7% | +$469K | 0.08% | 222 |
|
|
2020
Q3 | $6.12M | Buy |
59,409
+547
| +0.9% | +$56.4K | 0.09% | 205 |
|
|
2020
Q2 | $5.75M | Buy |
58,862
+10,140
| +21% | +$990K | 0.09% | 203 |
|
|
2020
Q1 | $4.63M | Buy |
48,722
+20,392
| +72% | +$1.94M | 0.11% | 177 |
|
|
2019
Q4 | $3.28M | Buy |
28,330
+16,857
| +147% | +$1.95M | 0.07% | 245 |
|
|
2019
Q3 | $1.19M | Buy |
11,473
+3,462
| +43% | +$358K | 0.03% | 408 |
|
|
2019
Q2 | $730K | Buy |
8,011
+3,088
| +63% | +$281K | 0.02% | 483 |
|
|
2019
Q1 | $435K | Buy |
4,923
+46
| +0.9% | +$4.07K | 0.03% | 371 |
|
|
2018
Q4 | $358K | Sell |
4,877
-457
| -9% | -$33.5K | 0.06% | 309 |
|
|
2018
Q3 | $439K | Buy |
5,334
+55
| +1% | +$4.53K | 0.02% | 353 |
|
|
2018
Q2 | $391K | Buy |
5,279
+431
| +9% | +$31.9K | 0.03% | 289 |
|
|
2018
Q1 | $346K | Buy |
4,848
+108
| +2% | +$7.71K | 0.03% | 300 |
|
|
2017
Q4 | $311K | Buy |
+4,740
| New | +$311K | 0.03% | 308 |
|