Alta Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Hold |
2,973
| – | – | 0.18% | 104 |
|
|
2025
Q1 | $657K | Buy |
2,973
+1,100
| +59% | +$243K | 0.28% | 76 |
|
|
2024
Q4 | $385K | Buy |
1,873
+273
| +17% | +$56.1K | 0.24% | 83 |
|
|
2024
Q3 | $287K | Hold |
1,600
| – | – | 0.13% | 99 |
|
|
2024
Q2 | $238K | Hold |
1,600
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $256K | Hold |
1,600
| – | – | 0.13% | 103 |
|
|
2023
Q4 | $213K | Hold |
1,600
| – | – | 0.11% | 111 |
|
|
2023
Q3 | $181K | Hold |
1,600
| – | – | 0.1% | 120 |
|
|
2023
Q2 | $202K | Hold |
1,600
| – | – | 0.11% | 105 |
|
|
2023
Q1 | $181K | Hold |
1,600
| – | – | 0.11% | 112 |
|
|
2022
Q4 | $162K | Hold |
1,600
| – | – | 0.1% | 124 |
|
|
2022
Q3 | $150K | Buy |
+1,600
| New | +$150K | 0.09% | 122 |
|