Atlas Capital 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 | – | Sell |
-5,001
| Closed | -$1.1M | – | 961 |
|
|
2025
Q1 | $1.1M | Sell |
5,001
-277
| -5% | -$61.2K | 0.14% | 138 |
|
|
2024
Q4 | $1.08M | Hold |
5,278
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $948K | Sell |
5,278
-951
| -15% | -$171K | 0.14% | 130 |
|
|
2024
Q2 | $928K | Sell |
6,229
-80
| -1% | -$11.9K | 0.12% | 138 |
|
|
2024
Q1 | $1.01M | Hold |
6,309
| – | – | 0.16% | 123 |
|
|
2023
Q4 | $838K | Buy |
6,309
+546
| +9% | +$72.5K | 0.12% | 140 |
|
|
2023
Q3 | $651K | Hold |
5,763
| – | – | 0.11% | 154 |
|
|
2023
Q2 | $727K | Hold |
5,763
| – | – | 0.11% | 144 |
|
|
2023
Q1 | $651K | Hold |
5,763
| – | – | 0.1% | 149 |
|
|
2022
Q4 | $582K | Sell |
5,763
-1,338
| -19% | -$135K | 0.1% | 164 |
|
|
2022
Q3 | $664K | Buy |
7,101
+6,795
| +2,221% | +$636K | 0.12% | 138 |
|
|
2022
Q2 | $27.2K | Buy |
306
+128
| +72% | +$11.4K | ﹤0.01% | 641 |
|
|
2022
Q1 | $18K | Sell |
178
-318
| -64% | -$32.2K | ﹤0.01% | 649 |
|
|
2021
Q4 | $51.5K | Buy |
496
+31
| +7% | +$3.22K | 0.01% | 530 |
|
|
2021
Q3 | $50.5K | Buy |
465
+79
| +20% | +$8.57K | 0.01% | 518 |
|
|
2021
Q2 | $41.3K | Buy |
+386
| New | +$41.3K | 0.01% | 545 |
|
|
2021
Q1 | – | Sell |
-87
| Closed | -$9.91K | – | 800 |
|
|
2020
Q4 | $9.91K | Buy |
+87
| New | +$9.91K | ﹤0.01% | 593 |
|
|
2020
Q3 | – | Sell |
-3,296
| Closed | -$322K | – | 407 |
|
|
2020
Q2 | $322K | Sell |
3,296
-36
| -1% | -$3.51K | 0.08% | 236 |
|
|
2020
Q1 | $317K | Buy |
3,332
+2,721
| +445% | +$258K | 0.09% | 210 |
|
|
2019
Q4 | $70.6K | Hold |
611
| – | – | 0.02% | 432 |
|
|
2019
Q3 | $63.3K | Buy |
+611
| New | +$63.3K | 0.02% | 440 |
|