Atlas Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $948K | Sell |
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|
2024
Q2 | $928K | Sell |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $838K | Buy |
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|
2023
Q3 | $651K | Hold |
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|
2023
Q2 | $727K | Hold |
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|
2023
Q1 | $651K | Hold |
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|
2022
Q4 | $582K | Sell |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $27.2K | Buy |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $51.5K | Buy |
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|
2021
Q3 | $50.5K | Buy |
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|
2021
Q2 | $41.3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $322K | Sell |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $70.6K | Hold |
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|
2019
Q3 | $63.3K | Buy |
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