Arax Advisory Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
7,364
+253
| +4% | +$44.5K | 0.06% | 211 |
|
|
2025
Q1 | $1.57M | Sell |
7,111
-662
| -9% | -$146K | 0.1% | 130 |
|
|
2024
Q4 | $1.6M | Sell |
7,773
-497
| -6% | -$102K | 0.1% | 124 |
|
|
2024
Q3 | $1.49M | Buy |
8,270
+7
| +0.1% | +$1.26K | 0.13% | 86 |
|
|
2024
Q2 | $1.23M | Buy |
8,263
+144
| +2% | +$21.5K | 0.12% | 102 |
|
|
2024
Q1 | $1.3M | Sell |
8,119
-206
| -2% | -$32.9K | 0.14% | 86 |
|
|
2023
Q4 | $1.11M | Buy |
8,325
+1,110
| +15% | +$147K | 0.12% | 99 |
|
|
2023
Q3 | $815K | Sell |
7,215
-321
| -4% | -$36.3K | 0.1% | 111 |
|
|
2023
Q2 | $951K | Buy |
7,536
+18
| +0.2% | +$2.27K | 0.12% | 82 |
|
|
2023
Q1 | $850K | Buy |
7,518
+56
| +0.8% | +$6.33K | 0.11% | 87 |
|
|
2022
Q4 | $754K | Buy |
7,462
+180
| +2% | +$18.2K | 0.1% | 89 |
|
|
2022
Q3 | $681K | Buy |
7,282
+4,000
| +122% | +$374K | 0.11% | 82 |
|
|
2022
Q2 | $292K | Buy |
3,282
+1,437
| +78% | +$128K | 0.04% | 163 |
|
|
2022
Q1 | $187K | Buy |
1,845
+64
| +4% | +$6.49K | 0.02% | 251 |
|
|
2021
Q4 | $185K | Buy |
1,781
+264
| +17% | +$27.4K | 0.02% | 249 |
|
|
2021
Q3 | $165K | Buy |
1,517
+351
| +30% | +$38.2K | 0.02% | 251 |
|
|
2021
Q2 | $125K | Buy |
+1,166
| New | +$125K | 0.02% | 295 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$7K | – | 691 |
|
|
2019
Q4 | $7K | Hold |
59
| – | – | ﹤0.01% | 492 |
|
|
2019
Q3 | $6K | Hold |
59
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 515 |
|
|
2018
Q4 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 501 |
|
|
2018
Q3 | – | Sell |
-95
| Closed | -$7K | – | 657 |
|
|
2018
Q2 | $7K | Buy |
95
+8
| +9% | +$589 | ﹤0.01% | 364 |
|
|
2018
Q1 | $6K | Buy |
87
+19
| +28% | +$1.31K | ﹤0.01% | 363 |
|
|
2017
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 386 |
|
|
2017
Q3 | $4K | Buy |
68
+10
| +17% | +$588 | ﹤0.01% | 384 |
|
|
2017
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 398 |
|
|
2017
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 414 |
|