Bell 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
Q2 | $48.8K | Sell |
283
-3
| -1% | -$517 | 0.01% | 252 |
|
|
2025
Q1 | $63.2K | Buy |
286
+3
| +1% | +$662 | 0.01% | 190 |
|
|
2024
Q4 | $58.1K | Sell |
283
-19
| -6% | -$3.9K | 0.01% | 203 |
|
|
2024
Q3 | $54.3K | Buy |
302
+8
| +3% | +$1.44K | 0.01% | 217 |
|
|
2024
Q2 | $43.8K | Hold |
294
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $47K | Hold |
294
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $39.1K | Buy |
294
+29
| +11% | +$3.85K | 0.01% | 226 |
|
|
2023
Q3 | $29.9K | Buy |
265
+13
| +5% | +$1.47K | 0.01% | 246 |
|
|
2023
Q2 | $31.8K | Buy |
252
+2
| +0.8% | +$252 | 0.01% | 224 |
|
|
2023
Q1 | $28.3K | Buy |
250
+17
| +7% | +$1.92K | 0.01% | 240 |
|
|
2022
Q4 | $23.5K | Sell |
233
-61
| -21% | -$6.17K | 0.01% | 275 |
|
|
2022
Q3 | $28K | Buy |
294
+89
| +43% | +$8.48K | 0.01% | 205 |
|
|
2022
Q2 | $18K | Buy |
+205
| New | +$18K | 0.01% | 283 |
|
|
2021
Q4 | $41K | Buy |
393
+108
| +38% | +$11.3K | 0.01% | 181 |
|
|
2021
Q3 | $31K | Buy |
+285
| New | +$31K | 0.01% | 208 |
|