Arkadios 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 | $2.22M | Buy |
12,859
+10,346
| +412% | +$1.78M | 0.07% | 317 |
|
|
2025
Q1 | $555K | Buy |
2,513
+169
| +7% | +$37.3K | 0.02% | 668 |
|
|
2024
Q4 | $482K | Sell |
2,344
-173
| -7% | -$35.5K | 0.03% | 557 |
|
|
2024
Q3 | $452K | Sell |
2,517
-26
| -1% | -$4.67K | 0.03% | 577 |
|
|
2024
Q2 | $379K | Buy |
+2,543
| New | +$379K | 0.03% | 560 |
|
|
2021
Q4 | – | Sell |
-606
| Closed | -$65K | – | 976 |
|
|
2021
Q3 | $65K | Sell |
606
-523
| -46% | -$56.1K | 0.01% | 801 |
|
|
2021
Q2 | $120K | Sell |
1,129
-20
| -2% | -$2.13K | 0.01% | 672 |
|
|
2021
Q1 | $136K | Buy |
1,149
+3
| +0.3% | +$355 | 0.02% | 478 |
|
|
2020
Q4 | $130K | Buy |
1,146
+543
| +90% | +$61.6K | 0.03% | 392 |
|
|
2020
Q3 | $61K | Sell |
603
-490
| -45% | -$49.6K | 0.03% | 371 |
|
|
2020
Q2 | $107K | Buy |
1,093
+498
| +84% | +$48.6K | 0.06% | 247 |
|
|
2020
Q1 | $56.5K | Sell |
595
-38
| -6% | -$3.61K | 0.04% | 319 |
|
|
2019
Q4 | $76.6K | Buy |
+633
| New | +$76.6K | 0.05% | 265 |
|