Atria Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Sell |
48,090
-5,814
| -11% | -$1M | 0.1% | 236 |
|
|
2025
Q1 | $11.9M | Buy |
53,904
+4,005
| +8% | +$884K | 0.15% | 153 |
|
|
2024
Q4 | $10.3M | Sell |
49,899
-1,427
| -3% | -$293K | 0.13% | 183 |
|
|
2024
Q3 | $9.22M | Sell |
51,326
-8,219
| -14% | -$1.48M | 0.11% | 207 |
|
|
2024
Q2 | $8.87M | Buy |
59,545
+3,528
| +6% | +$526K | 0.11% | 195 |
|
|
2024
Q1 | $8.95M | Buy |
56,017
+1,607
| +3% | +$257K | 0.12% | 190 |
|
|
2023
Q4 | $7.23M | Sell |
54,410
-604
| -1% | -$80.2K | 0.11% | 215 |
|
|
2023
Q3 | $6.21M | Buy |
55,014
+2,029
| +4% | +$229K | 0.11% | 226 |
|
|
2023
Q2 | $6.68M | Buy |
52,985
+29
| +0.1% | +$3.66K | 0.12% | 199 |
|
|
2023
Q1 | $5.99M | Sell |
52,956
-292
| -0.5% | -$33K | 0.11% | 217 |
|
|
2022
Q4 | $5.38M | Buy |
53,248
+5,192
| +11% | +$525K | 0.11% | 234 |
|
|
2022
Q3 | $4.5M | Buy |
48,056
+5,152
| +12% | +$482K | 0.1% | 250 |
|
|
2022
Q2 | $3.82M | Sell |
42,904
-33,503
| -44% | -$2.98M | 0.08% | 307 |
|
|
2022
Q1 | $7.75M | Buy |
76,407
+5,918
| +8% | +$600K | 0.14% | 178 |
|
|
2021
Q4 | $7.32M | Buy |
70,489
+17,968
| +34% | +$1.86M | 0.13% | 191 |
|
|
2021
Q3 | $5.7M | Sell |
52,521
-2,096
| -4% | -$227K | 0.1% | 216 |
|
|
2021
Q2 | $5.84M | Buy |
54,617
+4,525
| +9% | +$484K | 0.11% | 208 |
|
|
2021
Q1 | $5.96M | Buy |
50,092
+4,824
| +11% | +$574K | 0.13% | 183 |
|
|
2020
Q4 | $5.15M | Buy |
45,268
+5,248
| +13% | +$598K | 0.12% | 193 |
|
|
2020
Q3 | $4.12M | Buy |
40,020
+10,524
| +36% | +$1.08M | 0.13% | 190 |
|
|
2020
Q2 | $2.88M | Buy |
+29,496
| New | +$2.88M | 0.1% | 241 |
|
|
2020
Q1 | – | Sell |
-31,548
| Closed | -$3.65M | – | 751 |
|
|
2019
Q4 | $3.65M | Buy |
31,548
+3,434
| +12% | +$397K | 0.1% | 187 |
|
|
2019
Q3 | $2.91M | Buy |
28,114
+9,277
| +49% | +$961K | 0.1% | 165 |
|
|
2019
Q2 | $1.97M | Buy |
18,837
+14,289
| +314% | +$1.49M | 0.07% | 231 |
|
|
2019
Q1 | $401K | Buy |
4,548
+1,584
| +53% | +$140K | 0.02% | 596 |
|
|
2018
Q4 | $218K | Sell |
2,964
-468
| -14% | -$34.4K | 0.01% | 780 |
|
|
2018
Q3 | $283K | Sell |
3,432
-80
| -2% | -$6.6K | 0.01% | 790 |
|
|
2018
Q2 | $260K | Buy |
3,512
+58
| +2% | +$4.29K | 0.01% | 782 |
|
|
2018
Q1 | $246K | Buy |
3,454
+26
| +0.8% | +$1.85K | 0.01% | 746 |
|
|
2017
Q4 | $225K | Buy |
3,428
+126
| +4% | +$8.27K | 0.01% | 740 |
|
|
2017
Q3 | $213K | Buy |
3,302
+20
| +0.6% | +$1.29K | 0.01% | 726 |
|
|
2017
Q2 | $201K | Buy |
+3,282
| New | +$201K | 0.01% | 704 |
|
|
2017
Q1 | – | Sell |
-3,932
| Closed | -$209K | – | 684 |
|
|
2016
Q4 | $209K | Buy |
+3,932
| New | +$209K | 0.02% | 590 |
|
|
2016
Q3 | – | Sell |
-4,684
| Closed | -$256K | – | 557 |
|
|
2016
Q2 | $256K | Buy |
+4,684
| New | +$256K | 0.03% | 389 |
|