Arete Wealth 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 | $895K | Buy |
5,193
+3,405
| +190% | +$587K | 0.06% | 272 |
|
|
2025
Q1 | $395K | Sell |
1,788
-93
| -5% | -$20.5K | 0.03% | 454 |
|
|
2024
Q4 | $387K | Buy |
1,881
+261
| +16% | +$53.7K | 0.03% | 486 |
|
|
2024
Q3 | $291K | Sell |
1,620
-1,079
| -40% | -$194K | 0.02% | 531 |
|
|
2024
Q2 | $402K | Buy |
+2,699
| New | +$402K | 0.03% | 441 |
|
|
2024
Q1 | – | Sell |
-2,215
| Closed | -$294K | – | 489 |
|
|
2023
Q4 | $294K | Sell |
2,215
-27
| -1% | -$3.59K | 0.02% | 556 |
|
|
2023
Q3 | $253K | Buy |
2,242
+221
| +11% | +$25K | 0.04% | 384 |
|
|
2023
Q2 | $255K | Sell |
2,021
-1,009
| -33% | -$127K | 0.02% | 534 |
|
|
2023
Q1 | $342K | Sell |
3,030
-106
| -3% | -$12K | 0.03% | 437 |
|
|
2022
Q4 | $317M | Buy |
3,136
+15
| +0.5% | +$1.52M | 0.03% | 443 |
|
|
2022
Q3 | $292K | Buy |
3,121
+591
| +23% | +$55.3K | 0.03% | 408 |
|
|
2022
Q2 | $225K | Buy |
2,530
+84
| +3% | +$7.47K | 0.02% | 402 |
|
|
2022
Q1 | $248K | Sell |
2,446
-89
| -4% | -$9.02K | 0.02% | 428 |
|
|
2021
Q4 | $272K | Buy |
2,535
+98
| +4% | +$10.5K | 0.02% | 401 |
|
|
2021
Q3 | $264K | Sell |
2,437
-55
| -2% | -$5.96K | 0.03% | 349 |
|
|
2021
Q2 | $244K | Sell |
2,492
-291
| -10% | -$28.5K | 0.03% | 294 |
|
|
2021
Q1 | $331K | Buy |
2,783
+40
| +1% | +$4.76K | 0.04% | 304 |
|
|
2020
Q4 | $311K | Buy |
+2,743
| New | +$311K | 0.04% | 304 |
|
|
2020
Q3 | – | Sell |
-2,572
| Closed | -$251K | – | 392 |
|
|
2020
Q2 | $251K | Sell |
2,572
-24
| -0.9% | -$2.34K | 0.04% | 316 |
|
|
2020
Q1 | $247K | Buy |
2,596
+25
| +1% | +$2.38K | 0.05% | 278 |
|
|
2019
Q4 | $297K | Buy |
2,571
+126
| +5% | +$14.6K | 0.05% | 299 |
|
|
2019
Q3 | $253K | Buy |
2,445
+133
| +6% | +$13.8K | 0.05% | 325 |
|
|
2019
Q2 | $211K | Hold |
2,312
| – | – | 0.04% | 360 |
|
|
2019
Q1 | $204K | Buy |
+2,312
| New | +$204K | 0.04% | 359 |
|