Avestar 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 | $835K | Buy |
4,844
+674
| +16% | +$116K | 0.06% | 218 |
|
|
2025
Q1 | $921K | Sell |
4,170
-335
| -7% | -$74K | 0.08% | 169 |
|
|
2024
Q4 | $925K | Buy |
4,505
+494
| +12% | +$101K | 0.08% | 169 |
|
|
2024
Q3 | $721K | Sell |
4,011
-11
| -0.3% | -$1.98K | 0.07% | 188 |
|
|
2024
Q2 | $599K | Buy |
4,022
+430
| +12% | +$64.1K | 0.06% | 201 |
|
|
2024
Q1 | $574K | Buy |
3,592
+954
| +36% | +$152K | 0.06% | 200 |
|
|
2023
Q4 | $350K | Buy |
2,638
+766
| +41% | +$102K | 0.04% | 244 |
|
|
2023
Q3 | $211K | Buy |
1,872
+202
| +12% | +$22.8K | 0.03% | 293 |
|
|
2023
Q2 | $211K | Buy |
+1,670
| New | +$211K | 0.03% | 279 |
|
|
2021
Q4 | – | Sell |
-6,279
| Closed | -$681K | – | 362 |
|
|
2021
Q3 | $681K | Sell |
6,279
-900
| -13% | -$97.6K | 0.09% | 169 |
|
|
2021
Q2 | $767K | Buy |
7,179
+247
| +4% | +$26.4K | 0.1% | 164 |
|
|
2021
Q1 | $856K | Buy |
+6,932
| New | +$856K | 0.19% | 113 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$1K | – | 405 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 748 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 729 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 704 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 759 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 715 |
|
|
2017
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 693 |
|