Aptus Capital 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 | $14.1M | Sell |
81,765
-27,506
| -25% | -$4.74M | 0.11% | 147 |
|
|
2025
Q1 | $24.1M | Buy |
109,271
+5,551
| +5% | +$1.23M | 0.25% | 84 |
|
|
2024
Q4 | $21.3M | Buy |
103,720
+13,329
| +15% | +$2.74M | 0.22% | 92 |
|
|
2024
Q3 | $16.2M | Buy |
90,391
+15,081
| +20% | +$2.71M | 0.24% | 98 |
|
|
2024
Q2 | $11.2M | Buy |
75,310
+16,993
| +29% | +$2.53M | 0.2% | 101 |
|
|
2024
Q1 | $9.32M | Sell |
58,317
-4,314
| -7% | -$689K | 0.17% | 104 |
|
|
2023
Q4 | $8.32M | Buy |
62,631
+329
| +0.5% | +$43.7K | 0.23% | 93 |
|
|
2023
Q3 | $7.04M | Sell |
62,302
-15,697
| -20% | -$1.77M | 0.19% | 103 |
|
|
2023
Q2 | $9.84M | Sell |
77,999
-3,043
| -4% | -$384K | 0.24% | 79 |
|
|
2023
Q1 | $9.16M | Buy |
81,042
+26,671
| +49% | +$3.01M | 0.25% | 83 |
|
|
2022
Q4 | $5.5M | Buy |
54,371
+4,340
| +9% | +$439K | 0.17% | 102 |
|
|
2022
Q3 | $4.68M | Buy |
+50,031
| New | +$4.68M | 0.11% | 106 |
|
|
2020
Q2 | – | Sell |
-23,211
| Closed | -$2.2M | – | 409 |
|
|
2020
Q1 | $2.2M | Buy |
+23,211
| New | +$2.2M | 0.19% | 73 |
|