Benchmark 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 | $2.97M | Buy |
13,468
+1,570
| +13% | +$347K | 1.93% | 15 |
|
|
2024
Q4 | $2.44M | Buy |
11,898
+218
| +2% | +$44.8K | 1.59% | 18 |
|
|
2024
Q3 | $2.1M | Buy |
11,680
+104
| +0.9% | +$18.7K | 1.5% | 20 |
|
|
2024
Q2 | $1.73M | Sell |
11,576
-325
| -3% | -$48.4K | 1.25% | 20 |
|
|
2024
Q1 | $1.9M | Sell |
11,901
-6,982
| -37% | -$1.12M | 1.5% | 17 |
|
|
2023
Q4 | $2.51M | Buy |
18,883
+156
| +0.8% | +$20.7K | 2.32% | 9 |
|
|
2023
Q3 | $2.12M | Sell |
18,727
-440
| -2% | -$49.7K | 2.14% | 11 |
|
|
2023
Q2 | $2.42M | Sell |
19,167
-1,688
| -8% | -$213K | 2.23% | 10 |
|
|
2023
Q1 | $2.36M | Sell |
20,855
-410
| -2% | -$46.3K | 2.42% | 9 |
|
|
2022
Q4 | $2.15M | Sell |
21,265
-250
| -1% | -$25.3K | 2.27% | 8 |
|
|
2022
Q3 | $2.01M | Buy |
21,515
+1,825
| +9% | +$171K | 2.17% | 11 |
|
|
2022
Q2 | $1.75M | Buy |
19,690
+1,500
| +8% | +$133K | 1.83% | 15 |
|
|
2022
Q1 | $1.84M | Buy |
18,190
+165
| +0.9% | +$16.7K | 1.39% | 21 |
|
|
2021
Q4 | $1.87M | Buy |
+18,025
| New | +$1.87M | 1.54% | 20 |
|