Alpha Cubed Investments’s Fiserv Inc FISV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$206K	Sell	3,063 -1,296	-30%	-$108K	0.01%	279
2025 Q3	$562K	Sell	4,359 -123,251	-97%	-$17.7M	0.02%	167
2025 Q2	$22M	Buy	127,610 +107,812	+545%	+$19.6M	0.83%	33
2025 Q1	$4.37M	Sell	19,798 -524	-3%	-$115K	0.2%	66
2024 Q4	$4.17M	Sell	20,322 -700	-3%	-$143K	0.19%	64
2024 Q3	$3.78M	Sell	21,022 -2,077	-9%	-$343K	0.17%	67
2024 Q2	$3.44M	Sell	23,099 -4,238	-16%	-$642K	0.16%	68
2024 Q1	$4.37M	Sell	27,337 -135,271	-83%	-$19.7M	0.23%	66
2023 Q4	$21.6M	Buy	162,608 +16,108	+11%	+$1.98M	1.21%	27
2023 Q3	$16.5M	Buy	146,500 +28,472	+24%	+$3.51M	1.11%	33
2023 Q2	$14.9M	Buy	118,028 +10,883	+10%	+$1.28M	1%	38
2023 Q1	$12.1M	Buy	107,145 +36,244	+51%	+$3.99M	0.88%	41
2022 Q4	$7.17M	Buy	70,901 +1,002	+1%	+$99.8K	0.54%	55
2022 Q3	$6.54M	Buy	69,899 +18,958	+37%	+$1.93M	0.51%	54
2022 Q2	$4.53M	Buy	50,941 +32,771	+180%	+$3.18M	0.33%	62
2022 Q1	$1.84M	Sell	18,170 -5,882	-24%	-$595K	0.12%	101
2021 Q4	$2.5M	Sell	24,052 -14,440	-38%	-$1.49M	0.16%	83
2021 Q3	$4.18M	Buy	38,492 +33,290	+640%	+$3.72M	0.31%	65
2021 Q2	$556K	Sell	5,202 -14,583	-74%	-$1.7M	0.04%	154
2021 Q1	$2.35M	Buy	19,785 +5,755	+41%	+$660K	0.18%	85
2020 Q4	$1.6M	Buy	+14,030	New	+$1.51M	0.14%	94