Barry Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,513
| Closed | -$2.78M | – | 108 |
|
|
2024
Q4 | $2.78M | Sell |
13,513
-2,493
| -16% | -$512K | 0.89% | 32 |
|
|
2024
Q3 | $2.88M | Sell |
16,006
-2,607
| -14% | -$468K | 0.88% | 31 |
|
|
2024
Q2 | $2.77M | Sell |
18,613
-1,266
| -6% | -$189K | 0.93% | 30 |
|
|
2024
Q1 | $3.18M | Sell |
19,879
-235
| -1% | -$37.6K | 1.06% | 29 |
|
|
2023
Q4 | $2.67M | Sell |
20,114
-2,149
| -10% | -$285K | 0.9% | 31 |
|
|
2023
Q3 | $2.51M | Sell |
22,263
-2,064
| -8% | -$233K | 0.91% | 32 |
|
|
2023
Q2 | $3.07M | Sell |
24,327
-1,463
| -6% | -$185K | 1.04% | 34 |
|
|
2023
Q1 | $2.92M | Sell |
25,790
-595
| -2% | -$67.3K | 0.96% | 33 |
|
|
2022
Q4 | $2.67M | Sell |
26,385
-1,577
| -6% | -$159K | 0.84% | 34 |
|
|
2022
Q3 | $2.62M | Sell |
27,962
-5,090
| -15% | -$476K | 0.9% | 36 |
|
|
2022
Q2 | $2.94M | Sell |
33,052
-10,433
| -24% | -$928K | 0.88% | 34 |
|
|
2022
Q1 | $4.41M | Buy |
43,485
+383
| +0.9% | +$38.8K | 1.17% | 31 |
|
|
2021
Q4 | $4.47M | Sell |
43,102
-4,931
| -10% | -$512K | 1.18% | 28 |
|
|
2021
Q3 | $5.21M | Sell |
48,033
-2,308
| -5% | -$250K | 1.44% | 26 |
|
|
2021
Q2 | $5.38M | Sell |
50,341
-4,296
| -8% | -$459K | 1.44% | 27 |
|
|
2021
Q1 | $6.5M | Buy |
+54,637
| New | +$6.5M | 1.79% | 24 |
|