Alpha Cubed Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
127,610
+107,812
| +545% | +$18.6M | 0.83% | 33 |
|
|
2025
Q1 | $4.37M | Sell |
19,798
-524
| -3% | -$116K | 0.2% | 66 |
|
|
2024
Q4 | $4.17M | Sell |
20,322
-700
| -3% | -$144K | 0.19% | 64 |
|
|
2024
Q3 | $3.78M | Sell |
21,022
-2,077
| -9% | -$373K | 0.17% | 67 |
|
|
2024
Q2 | $3.44M | Sell |
23,099
-4,238
| -16% | -$632K | 0.16% | 68 |
|
|
2024
Q1 | $4.37M | Sell |
27,337
-135,271
| -83% | -$21.6M | 0.23% | 66 |
|
|
2023
Q4 | $21.6M | Buy |
162,608
+16,108
| +11% | +$2.14M | 1.21% | 27 |
|
|
2023
Q3 | $16.5M | Buy |
146,500
+28,472
| +24% | +$3.22M | 1.11% | 33 |
|
|
2023
Q2 | $14.9M | Buy |
118,028
+10,883
| +10% | +$1.37M | 1% | 38 |
|
|
2023
Q1 | $12.1M | Buy |
107,145
+36,244
| +51% | +$4.1M | 0.88% | 41 |
|
|
2022
Q4 | $7.17M | Buy |
70,901
+1,002
| +1% | +$101K | 0.54% | 55 |
|
|
2022
Q3 | $6.54M | Buy |
69,899
+18,958
| +37% | +$1.77M | 0.51% | 54 |
|
|
2022
Q2 | $4.53M | Buy |
50,941
+32,771
| +180% | +$2.92M | 0.33% | 62 |
|
|
2022
Q1 | $1.84M | Sell |
18,170
-5,882
| -24% | -$596K | 0.12% | 101 |
|
|
2021
Q4 | $2.5M | Sell |
24,052
-14,440
| -38% | -$1.5M | 0.16% | 83 |
|
|
2021
Q3 | $4.18M | Buy |
38,492
+33,290
| +640% | +$3.61M | 0.31% | 65 |
|
|
2021
Q2 | $556K | Sell |
5,202
-14,583
| -74% | -$1.56M | 0.04% | 154 |
|
|
2021
Q1 | $2.36M | Buy |
19,785
+5,755
| +41% | +$685K | 0.18% | 85 |
|
|
2020
Q4 | $1.6M | Buy |
+14,030
| New | +$1.6M | 0.14% | 94 |
|