Ashton Thomas Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
17,253
+1,738
| +11% | +$300K | 0.1% | 205 |
|
|
2025
Q1 | $3.43M | Sell |
15,515
-2,554
| -14% | -$564K | 0.13% | 182 |
|
|
2024
Q4 | $3.71M | Buy |
18,069
+1,530
| +9% | +$314K | 0.14% | 173 |
|
|
2024
Q3 | $2.97M | Buy |
16,539
+3,290
| +25% | +$591K | 0.16% | 159 |
|
|
2024
Q2 | $1.97M | Sell |
13,249
-405
| -3% | -$60.4K | 0.11% | 202 |
|
|
2024
Q1 | $2.18M | Buy |
13,654
+717
| +6% | +$115K | 0.13% | 190 |
|
|
2023
Q4 | $1.72M | Buy |
12,937
+507
| +4% | +$67.4K | 0.11% | 209 |
|
|
2023
Q3 | $1.4M | Buy |
12,430
+5,382
| +76% | +$608K | 0.1% | 221 |
|
|
2023
Q2 | $889K | Buy |
+7,048
| New | +$889K | 0.07% | 290 |
|
|
2021
Q4 | – | Sell |
-5,343
| Closed | -$580K | – | 451 |
|
|
2021
Q3 | $580K | Sell |
5,343
-18,301
| -77% | -$1.99M | 0.08% | 243 |
|
|
2021
Q2 | $2.53M | Sell |
23,644
-2,395
| -9% | -$256K | 0.39% | 72 |
|
|
2021
Q1 | $3.1M | Sell |
26,039
-448
| -2% | -$53.3K | 0.52% | 50 |
|
|
2020
Q4 | $3.02M | Buy |
26,487
+1,590
| +6% | +$181K | 0.58% | 43 |
|
|
2020
Q3 | $2.57M | Sell |
24,897
-884
| -3% | -$91.1K | 0.64% | 39 |
|
|
2020
Q2 | $2.52M | Buy |
25,781
+3,485
| +16% | +$340K | 0.75% | 33 |
|
|
2020
Q1 | $2.12M | Sell |
22,296
-6,456
| -22% | -$613K | 0.87% | 26 |
|
|
2019
Q4 | $3.32M | Buy |
28,752
+386
| +1% | +$44.6K | 1.1% | 18 |
|
|
2019
Q3 | $2.94M | Buy |
+28,366
| New | +$2.94M | 1.23% | 15 |
|