Belpointe Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
2,442
-682
| -22% | -$118K | 0.02% | 637 |
|
|
2025
Q1 | $690K | Buy |
3,124
+367
| +13% | +$81K | 0.04% | 451 |
|
|
2024
Q4 | $481K | Buy |
2,757
+29
| +1% | +$5.06K | 0.03% | 519 |
|
|
2024
Q3 | $490K | Buy |
2,728
+886
| +48% | +$159K | 0.03% | 509 |
|
|
2024
Q2 | $275K | Sell |
1,842
-766
| -29% | -$114K | 0.02% | 619 |
|
|
2024
Q1 | $417K | Buy |
2,608
+1
| +0% | +$160 | 0.03% | 483 |
|
|
2023
Q4 | $346K | Buy |
2,607
+308
| +13% | +$40.9K | 0.03% | 477 |
|
|
2023
Q3 | $260K | Buy |
2,299
+40
| +2% | +$4.52K | 0.03% | 526 |
|
|
2023
Q2 | $285K | Sell |
2,259
-2,052
| -48% | -$259K | 0.03% | 468 |
|
|
2023
Q1 | $487K | Sell |
4,311
-55
| -1% | -$6.22K | 0.03% | 579 |
|
|
2022
Q4 | $441K | Buy |
4,366
+555
| +15% | +$56.1K | 0.03% | 593 |
|
|
2022
Q3 | $356K | Buy |
3,811
+63
| +2% | +$5.89K | 0.02% | 631 |
|
|
2022
Q2 | $333K | Sell |
3,748
-25,134
| -87% | -$2.23M | 0.02% | 635 |
|
|
2022
Q1 | $2.93M | Sell |
28,882
-1,763
| -6% | -$179K | 0.18% | 113 |
|
|
2021
Q4 | $3.18M | Buy |
30,645
+1,607
| +6% | +$167K | 0.2% | 106 |
|
|
2021
Q3 | $3.15M | Buy |
29,038
+1,436
| +5% | +$156K | 0.21% | 97 |
|
|
2021
Q2 | $2.95M | Buy |
27,602
+23,957
| +657% | +$2.56M | 0.21% | 94 |
|
|
2021
Q1 | $435K | Buy |
3,645
+1,190
| +48% | +$142K | 0.04% | 477 |
|
|
2020
Q4 | $279K | Sell |
2,455
-295
| -11% | -$33.5K | 0.03% | 579 |
|
|
2020
Q3 | $284K | Sell |
2,750
-18
| -0.7% | -$1.86K | 0.03% | 455 |
|
|
2020
Q2 | $270K | Buy |
2,768
+107
| +4% | +$10.4K | 0.04% | 436 |
|
|
2020
Q1 | $253K | Sell |
2,661
-1,199
| -31% | -$114K | 0.04% | 384 |
|
|
2019
Q4 | $447K | Sell |
3,860
-3,804
| -50% | -$441K | 0.06% | 342 |
|
|
2019
Q3 | $794K | Buy |
+7,664
| New | +$794K | 0.13% | 172 |
|