Bellwether 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 | $59.1K | Buy |
343
+240
| +233% | +$41.4K | 0.01% | 209 |
|
|
2025
Q1 | $22.7K | Hold |
103
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $21.2K | Buy |
+103
| New | +$21.2K | ﹤0.01% | 279 |
|
|
2022
Q4 | – | Sell |
-3,580
| Closed | -$334K | – | 496 |
|
|
2022
Q3 | $334K | Buy |
3,580
+3,559
| +16,948% | +$332K | 0.11% | 88 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 343 |
|