AXS 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 | – | Sell |
-1,940
| Closed | -$428K | – | 174 |
|
|
2025
Q1 | $428K | Buy |
1,940
+80
| +4% | +$17.7K | 0.12% | 185 |
|
|
2024
Q4 | $382K | Buy |
+1,860
| New | +$382K | 0.11% | 198 |
|
|
2023
Q3 | – | Sell |
-7,282
| Closed | -$919K | – | 404 |
|
|
2023
Q2 | $919K | Buy |
7,282
+6,877
| +1,698% | +$868K | 0.25% | 152 |
|
|
2023
Q1 | $45.8K | Sell |
405
-10,883
| -96% | -$1.23M | 0.02% | 305 |
|
|
2022
Q4 | $1.14M | Buy |
11,288
+1,257
| +13% | +$127K | 0.41% | 77 |
|
|
2022
Q3 | $939K | Sell |
10,031
-993
| -9% | -$93K | 0.37% | 94 |
|
|
2022
Q2 | $981K | Buy |
+11,024
| New | +$981K | 0.35% | 96 |
|
|
2021
Q4 | – | Sell |
-3,666
| Closed | -$398K | – | 194 |
|
|
2021
Q3 | $398K | Buy |
+3,666
| New | +$398K | 0.15% | 68 |
|