Avantax Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
20,188
-5,446
| -21% | -$939K | 0.02% | 570 |
|
|
2025
Q1 | $5.66M | Buy |
25,634
+1,411
| +6% | +$312K | 0.03% | 384 |
|
|
2024
Q4 | $4.98M | Buy |
24,223
+697
| +3% | +$143K | 0.03% | 402 |
|
|
2024
Q3 | $4.23M | Buy |
23,526
+1,462
| +7% | +$263K | 0.03% | 434 |
|
|
2024
Q2 | $3.29M | Buy |
22,064
+12,627
| +134% | +$1.88M | 0.02% | 494 |
|
|
2024
Q1 | $1.51M | Sell |
9,437
-851
| -8% | -$136K | 0.01% | 624 |
|
|
2023
Q4 | $1.37M | Buy |
10,288
+75
| +0.7% | +$9.96K | 0.01% | 618 |
|
|
2023
Q3 | $1.15M | Sell |
10,213
-51
| -0.5% | -$5.76K | 0.01% | 624 |
|
|
2023
Q2 | $1.29M | Sell |
10,264
-1,375
| -12% | -$173K | 0.01% | 595 |
|
|
2023
Q1 | $1.32M | Buy |
11,639
+2,671
| +30% | +$302K | 0.02% | 571 |
|
|
2022
Q4 | $906K | Buy |
8,968
+211
| +2% | +$21.3K | 0.01% | 663 |
|
|
2022
Q3 | $819K | Sell |
8,757
-74
| -0.8% | -$6.92K | 0.01% | 621 |
|
|
2022
Q2 | $786K | Buy |
8,831
+5,299
| +150% | +$472K | 0.01% | 622 |
|
|
2022
Q1 | $357K | Buy |
3,532
+450
| +15% | +$45.5K | ﹤0.01% | 922 |
|
|
2021
Q4 | $320K | Buy |
3,082
+260
| +9% | +$27K | ﹤0.01% | 947 |
|
|
2021
Q3 | $307K | Buy |
2,822
+103
| +4% | +$11.2K | 0.01% | 915 |
|
|
2021
Q2 | $292K | Buy |
2,719
+79
| +3% | +$8.48K | 0.01% | 914 |
|
|
2021
Q1 | $316K | Buy |
2,640
+10
| +0.4% | +$1.2K | 0.01% | 787 |
|
|
2020
Q4 | $300K | Sell |
2,630
-2,562
| -49% | -$292K | 0.01% | 724 |
|
|
2020
Q3 | $538K | Buy |
5,192
+1,738
| +50% | +$180K | 0.01% | 763 |
|
|
2020
Q2 | $337K | Sell |
3,454
-98
| -3% | -$9.56K | 0.01% | 598 |
|
|
2020
Q1 | $336K | Buy |
3,552
+266
| +8% | +$25.2K | 0.01% | 539 |
|
|
2019
Q4 | $380K | Buy |
+3,286
| New | +$380K | 0.01% | 559 |
|