Affinity Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,247
| Closed | -$275K | – | 145 |
|
|
2025
Q1 | $275K | Buy |
1,247
+196
| +19% | +$43.3K | 0.22% | 115 |
|
|
2024
Q4 | $216K | Sell |
1,051
-242
| -19% | -$49.7K | 0.18% | 122 |
|
|
2024
Q3 | $232K | Buy |
+1,293
| New | +$232K | 0.16% | 123 |
|
|
2020
Q4 | – | Sell |
-3,878
| Closed | -$400K | – | 159 |
|
|
2020
Q3 | $400K | Sell |
3,878
-1,180
| -23% | -$122K | 0.18% | 117 |
|
|
2020
Q2 | $494K | Sell |
5,058
-437
| -8% | -$42.7K | 0.23% | 110 |
|
|
2020
Q1 | $522K | Sell |
5,495
-8,641
| -61% | -$821K | 0.27% | 78 |
|
|
2019
Q4 | $1.64M | Sell |
14,136
-16,408
| -54% | -$1.9M | 0.59% | 53 |
|
|
2019
Q3 | $3.16M | Buy |
+30,544
| New | +$3.16M | 0.99% | 43 |
|