Archford Capital Strategies’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
11,130
+1,377
| +14% | +$237K | 0.25% | 95 |
|
|
2025
Q1 | $2.15M | Buy |
9,753
+754
| +8% | +$167K | 0.32% | 88 |
|
|
2024
Q4 | $1.85M | Buy |
8,999
+57
| +0.6% | +$11.7K | 0.28% | 88 |
|
|
2024
Q3 | $1.73M | Buy |
8,942
+206
| +2% | +$39.8K | 0.26% | 95 |
|
|
2024
Q2 | $1.3M | Buy |
8,736
+154
| +2% | +$23K | 0.21% | 112 |
|
|
2024
Q1 | $1.37M | Sell |
8,582
-75
| -0.9% | -$12K | 0.23% | 110 |
|
|
2023
Q4 | $1.15M | Buy |
8,657
+719
| +9% | +$95.5K | 0.21% | 119 |
|
|
2023
Q3 | $897K | Sell |
7,938
-182
| -2% | -$20.6K | 0.18% | 128 |
|
|
2023
Q2 | $1.05M | Sell |
8,120
-50
| -0.6% | -$6.49K | 0.2% | 123 |
|
|
2023
Q1 | $918K | Buy |
8,170
+288
| +4% | +$32.4K | 0.19% | 128 |
|
|
2022
Q4 | $797K | Sell |
7,882
-409
| -5% | -$41.3K | 0.18% | 134 |
|
|
2022
Q3 | $776K | Buy |
8,291
+189
| +2% | +$17.7K | 0.2% | 117 |
|
|
2022
Q2 | $721K | Sell |
8,102
-63
| -0.8% | -$5.61K | 0.18% | 134 |
|
|
2022
Q1 | $844K | Buy |
8,165
+419
| +5% | +$43.3K | 0.19% | 134 |
|
|
2021
Q4 | $804K | Sell |
7,746
-534
| -6% | -$55.4K | 0.18% | 140 |
|
|
2021
Q3 | $898K | Buy |
8,280
+385
| +5% | +$41.8K | 0.21% | 126 |
|
|
2021
Q2 | $844K | Buy |
7,895
+2,685
| +52% | +$287K | 0.21% | 126 |
|
|
2021
Q1 | $654K | Buy |
5,210
+1,213
| +30% | +$152K | 0.17% | 143 |
|
|
2020
Q4 | $467K | Buy |
3,997
+112
| +3% | +$13.1K | 0.11% | 188 |
|
|
2020
Q3 | $400K | Buy |
+3,885
| New | +$400K | 0.11% | 189 |
|