B. Riley Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
+6,806
| New | +$1.17M | 0.06% | 307 |
|
|
2024
Q4 | $1.85M | Sell |
9,028
-409
| -4% | -$84K | 0.06% | 291 |
|
|
2024
Q3 | $1.72M | Sell |
9,437
-9,231
| -49% | -$1.68M | 0.05% | 350 |
|
|
2024
Q2 | $2.78M | Buy |
18,668
+813
| +5% | +$121K | 0.07% | 257 |
|
|
2024
Q1 | $2.02M | Buy |
17,855
+513
| +3% | +$57.9K | 0.05% | 350 |
|
|
2023
Q4 | $2.3M | Sell |
17,342
-513
| -3% | -$68.1K | 0.06% | 328 |
|
|
2023
Q3 | $2.02M | Buy |
17,855
+6,001
| +51% | +$678K | 0.05% | 350 |
|
|
2023
Q2 | $1.5M | Sell |
11,854
-1,815
| -13% | -$229K | 0.03% | 450 |
|
|
2023
Q1 | $1.55M | Sell |
13,669
-14,108
| -51% | -$1.59M | 0.04% | 422 |
|
|
2022
Q4 | $2.81M | Sell |
27,777
-4,688
| -14% | -$474K | 0.08% | 256 |
|
|
2022
Q3 | $3.04M | Buy |
32,465
+3,066
| +10% | +$287K | 0.09% | 225 |
|
|
2022
Q2 | $2.62M | Sell |
29,399
-557
| -2% | -$49.6K | 0.11% | 191 |
|
|
2022
Q1 | $3.04M | Buy |
29,956
+21,234
| +243% | +$2.15M | 0.1% | 215 |
|
|
2021
Q4 | $906K | Sell |
8,722
-23,422
| -73% | -$2.43M | 0.03% | 565 |
|
|
2021
Q3 | $3.48M | Buy |
32,144
+2,842
| +10% | +$308K | 0.11% | 208 |
|
|
2021
Q2 | $3.19M | Buy |
29,302
+5,853
| +25% | +$638K | 0.1% | 230 |
|
|
2021
Q1 | $2.77M | Buy |
23,449
+5,094
| +28% | +$602K | 0.1% | 236 |
|
|
2020
Q4 | $2.09M | Sell |
18,355
-4,326
| -19% | -$493K | 0.11% | 194 |
|
|
2020
Q3 | $2.29M | Buy |
22,681
+2,992
| +15% | +$302K | 0.12% | 179 |
|
|
2020
Q2 | $1.92M | Buy |
19,689
+1,247
| +7% | +$122K | 0.13% | 170 |
|
|
2020
Q1 | $1.75M | Buy |
18,442
+10,261
| +125% | +$975K | 0.15% | 148 |
|
|
2019
Q4 | $947K | Sell |
8,181
-17,675
| -68% | -$2.05M | 0.08% | 251 |
|
|
2019
Q3 | $2.68M | Buy |
25,856
+18,175
| +237% | +$1.88M | 0.26% | 83 |
|
|
2019
Q2 | $702K | Buy |
7,681
+486
| +7% | +$44.4K | 0.08% | 271 |
|
|
2019
Q1 | $636K | Sell |
7,195
-449
| -6% | -$39.7K | 0.08% | 272 |
|
|
2018
Q4 | $562K | Sell |
7,644
-79
| -1% | -$5.81K | 0.08% | 269 |
|
|
2018
Q3 | $637K | Buy |
7,723
+9
| +0.1% | +$742 | 0.08% | 287 |
|
|
2018
Q2 | $572K | Buy |
7,714
+20
| +0.3% | +$1.48K | 0.08% | 287 |
|
|
2018
Q1 | $550K | Sell |
7,694
-40
| -0.5% | -$2.86K | 0.08% | 284 |
|
|
2017
Q4 | $508K | Buy |
7,734
+6
| +0.1% | +$394 | 0.07% | 306 |
|
|
2017
Q3 | $499K | Sell |
7,728
-40
| -0.5% | -$2.58K | 0.08% | 262 |
|
|
2017
Q2 | $476K | Sell |
7,768
-176
| -2% | -$10.8K | 0.09% | 263 |
|
|
2017
Q1 | $459K | Sell |
7,944
-34
| -0.4% | -$1.97K | 0.09% | 248 |
|
|
2016
Q4 | $424K | Buy |
7,978
+180
| +2% | +$9.57K | 0.09% | 264 |
|
|
2016
Q3 | $388K | Sell |
7,798
-8
| -0.1% | -$398 | 0.08% | 327 |
|
|
2016
Q2 | $425K | Sell |
7,806
-1,350
| -15% | -$73.5K | 0.09% | 291 |
|
|
2016
Q1 | $470K | Buy |
9,156
+54
| +0.6% | +$2.77K | 0.11% | 233 |
|
|
2015
Q4 | $417K | Buy |
9,102
+1,988
| +28% | +$91.1K | 0.08% | 283 |
|
|
2015
Q3 | $309K | Buy |
7,114
+368
| +5% | +$16K | 0.07% | 346 |
|
|
2015
Q2 | $280K | Buy |
6,746
+414
| +7% | +$17.2K | 0.07% | 352 |
|
|
2015
Q1 | $251K | Sell |
6,332
-324
| -5% | -$12.8K | 0.06% | 408 |
|
|
2014
Q4 | $236 | Buy |
+6,656
| New | +$236 | 0.01% | 1302 |
|
|
2014
Q3 | – | Sell |
-4,758
| Closed | -$144K | – | 1082 |
|
|
2014
Q2 | $144K | Hold |
4,758
| – | – | 0.03% | 581 |
|
|
2014
Q1 | $135K | Buy |
+4,758
| New | +$135K | 0.04% | 523 |
|