Beacon Pointe 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 | $831K | Sell |
4,819
-488
| -9% | -$84.1K | 0.01% | 719 |
|
|
2025
Q1 | $1.17M | Buy |
5,307
+698
| +15% | +$154K | 0.01% | 594 |
|
|
2024
Q4 | $947K | Sell |
4,609
-1,058
| -19% | -$217K | 0.01% | 641 |
|
|
2024
Q3 | $1.02M | Sell |
5,667
-250
| -4% | -$44.9K | 0.01% | 629 |
|
|
2024
Q2 | $882K | Sell |
5,917
-291
| -5% | -$43.4K | 0.01% | 677 |
|
|
2024
Q1 | $992K | Sell |
6,208
-6,910
| -53% | -$1.1M | 0.01% | 685 |
|
|
2023
Q4 | $1.74M | Sell |
13,118
-1,117
| -8% | -$148K | 0.02% | 511 |
|
|
2023
Q3 | $1.61M | Buy |
14,235
+7,974
| +127% | +$901K | 0.02% | 508 |
|
|
2023
Q2 | $790K | Sell |
6,261
-8,311
| -57% | -$1.05M | 0.01% | 583 |
|
|
2023
Q1 | $1.65M | Buy |
14,572
+8,180
| +128% | +$925K | 0.03% | 437 |
|
|
2022
Q4 | $646K | Sell |
6,392
-2,068
| -24% | -$209K | 0.01% | 615 |
|
|
2022
Q3 | $792K | Sell |
8,460
-613
| -7% | -$57.4K | 0.02% | 520 |
|
|
2022
Q2 | $805K | Sell |
9,073
-723
| -7% | -$64.1K | 0.02% | 523 |
|
|
2022
Q1 | $993K | Buy |
9,796
+6,350
| +184% | +$644K | 0.01% | 626 |
|
|
2021
Q4 | $358K | Sell |
3,446
-612
| -15% | -$63.6K | 0.01% | 667 |
|
|
2021
Q3 | $440K | Sell |
4,058
-336
| -8% | -$36.4K | 0.01% | 574 |
|
|
2021
Q2 | $470K | Buy |
4,394
+1,358
| +45% | +$145K | 0.02% | 495 |
|
|
2021
Q1 | $363K | Buy |
3,036
+534
| +21% | +$63.8K | 0.02% | 346 |
|
|
2020
Q4 | $285K | Buy |
2,502
+486
| +24% | +$55.4K | 0.02% | 378 |
|
|
2020
Q3 | $208K | Sell |
2,016
-130
| -6% | -$13.4K | 0.02% | 368 |
|
|
2020
Q2 | $210K | Buy |
+2,146
| New | +$210K | 0.02% | 363 |
|