Aspire Private Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
4,206
+105
| +3% | +$18.1K | 0.17% | 118 |
|
|
2025
Q1 | $906K | Buy |
4,101
+196
| +5% | +$43.3K | 0.23% | 95 |
|
|
2024
Q4 | $802K | Sell |
3,905
-242
| -6% | -$49.7K | 0.2% | 89 |
|
|
2024
Q3 | $745K | Buy |
4,147
+767
| +23% | +$138K | 0.18% | 100 |
|
|
2024
Q2 | $504K | Sell |
3,380
-3,773
| -53% | -$562K | 0.13% | 116 |
|
|
2024
Q1 | $1.14M | Sell |
7,153
-439
| -6% | -$70.2K | 0.3% | 54 |
|
|
2023
Q4 | $1.01M | Buy |
7,592
+351
| +5% | +$46.6K | 0.3% | 48 |
|
|
2023
Q3 | $818K | Buy |
7,241
+656
| +10% | +$74.1K | 0.27% | 50 |
|
|
2023
Q2 | $831K | Buy |
6,585
+198
| +3% | +$25K | 0.26% | 50 |
|
|
2023
Q1 | $722K | Buy |
6,387
+232
| +4% | +$26.2K | 0.24% | 62 |
|
|
2022
Q4 | $622K | Buy |
6,155
+352
| +6% | +$35.6K | 0.22% | 68 |
|
|
2022
Q3 | $543K | Buy |
5,803
+5,685
| +4,818% | +$532K | 0.21% | 66 |
|
|
2022
Q2 | $10K | Buy |
118
+36
| +44% | +$3.05K | ﹤0.01% | 345 |
|
|
2022
Q1 | $8K | Sell |
82
-60
| -42% | -$5.85K | ﹤0.01% | 351 |
|
|
2021
Q4 | $15K | Hold |
142
| – | – | ﹤0.01% | 301 |
|
|
2021
Q3 | $15K | Hold |
142
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $15K | Buy |
142
+60
| +73% | +$6.34K | ﹤0.01% | 291 |
|
|
2021
Q1 | $10K | Buy |
82
+22
| +37% | +$2.68K | ﹤0.01% | 329 |
|
|
2020
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 288 |
|
|
2020
Q3 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 300 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$7K | – | 330 |
|
|
2019
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 274 |
|
|
2019
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 356 |
|
|
2018
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 356 |
|