Ascent Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
25,669
+2,388
| +10% | +$412K | 0.17% | 120 |
|
|
2025
Q1 | $5.14M | Sell |
23,281
-4,398
| -16% | -$971K | 0.22% | 98 |
|
|
2024
Q4 | $5.69M | Buy |
27,679
+1,443
| +6% | +$296K | 0.43% | 49 |
|
|
2024
Q3 | $4.71M | Sell |
26,236
-148
| -0.6% | -$26.6K | 0.36% | 65 |
|
|
2024
Q2 | $3.93M | Buy |
26,384
+3,146
| +14% | +$469K | 0.32% | 72 |
|
|
2024
Q1 | $3.71M | Buy |
23,238
+11,831
| +104% | +$1.89M | 0.33% | 71 |
|
|
2023
Q4 | $1.65M | Buy |
11,407
+1,466
| +15% | +$211K | 0.16% | 183 |
|
|
2023
Q3 | $1.19M | Buy |
9,941
+4,172
| +72% | +$498K | 0.13% | 208 |
|
|
2023
Q2 | $722K | Buy |
+5,769
| New | +$722K | 0.08% | 270 |
|