Apollon 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 | $6.18M | Sell |
35,824
-37,061
| -51% | -$6.39M | 0.12% | 152 |
|
|
2025
Q1 | $16.1M | Buy |
72,885
+53,310
| +272% | +$11.8M | 0.35% | 59 |
|
|
2024
Q4 | $4.02M | Buy |
19,575
+769
| +4% | +$158K | 0.09% | 196 |
|
|
2024
Q3 | $3.38M | Sell |
18,806
-1,480
| -7% | -$266K | 0.1% | 191 |
|
|
2024
Q2 | $3.02M | Buy |
20,286
+2,429
| +14% | +$362K | 0.09% | 202 |
|
|
2024
Q1 | $2.85M | Sell |
17,857
-1,499
| -8% | -$240K | 0.09% | 207 |
|
|
2023
Q4 | $2.57M | Buy |
19,356
+3,680
| +23% | +$489K | 0.09% | 208 |
|
|
2023
Q3 | $1.77M | Buy |
15,676
+6,343
| +68% | +$717K | 0.09% | 221 |
|
|
2023
Q2 | $1.18M | Buy |
9,333
+3,567
| +62% | +$450K | 0.06% | 349 |
|
|
2023
Q1 | $652K | Buy |
5,766
+865
| +18% | +$97.8K | 0.04% | 453 |
|
|
2022
Q4 | $495K | Buy |
4,901
+393
| +9% | +$39.7K | 0.04% | 515 |
|
|
2022
Q3 | $422K | Buy |
4,508
+615
| +16% | +$57.6K | 0.03% | 497 |
|
|
2022
Q2 | $346K | Buy |
3,893
+1,130
| +41% | +$100K | 0.03% | 530 |
|
|
2022
Q1 | $280K | Sell |
2,763
-1,520
| -35% | -$154K | 0.02% | 608 |
|
|
2021
Q4 | $445K | Buy |
+4,283
| New | +$445K | 0.03% | 487 |
|
|
2021
Q3 | – | Sell |
-1,937
| Closed | -$207K | – | 480 |
|
|
2021
Q2 | $207K | Buy |
+1,937
| New | +$207K | 0.04% | 346 |
|
|
2020
Q3 | – | Sell |
-622
| Closed | -$61K | – | 334 |
|
|
2020
Q2 | $61K | Buy |
+622
| New | +$61K | 0.03% | 221 |
|