Bray Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.05M | Sell |
9,983
-255
| -2% | -$52.4K | 0.55% | 52 |
|
|
2024
Q3 | $1.84M | Sell |
10,238
-660
| -6% | -$119K | 0.45% | 58 |
|
|
2024
Q2 | $1.62M | Buy |
10,898
+33
| +0.3% | +$4.92K | 0.41% | 62 |
|
|
2024
Q1 | $1.74M | Sell |
10,865
-143
| -1% | -$22.9K | 0.44% | 58 |
|
|
2023
Q4 | $1.46M | Sell |
11,008
-90
| -0.8% | -$12K | 0.41% | 62 |
|
|
2023
Q3 | $1.25M | Sell |
11,098
-400
| -3% | -$45.2K | 0.38% | 66 |
|
|
2023
Q2 | $1.45M | Sell |
11,498
-170
| -1% | -$21.4K | 0.43% | 57 |
|
|
2023
Q1 | $1.32M | Buy |
11,668
+1,234
| +12% | +$139K | 0.39% | 66 |
|
|
2022
Q4 | $1.05M | Sell |
10,434
-2,721
| -21% | -$275K | 0.33% | 72 |
|
|
2022
Q3 | $1.23M | Buy |
13,155
+74
| +0.6% | +$6.93K | 0.39% | 65 |
|
|
2022
Q2 | $1.16M | Sell |
13,081
-3,100
| -19% | -$276K | 0.35% | 69 |
|
|
2022
Q1 | $1.64M | Sell |
16,181
-1,407
| -8% | -$143K | 0.42% | 63 |
|
|
2021
Q4 | $1.83M | Buy |
17,588
+9,930
| +130% | +$1.03M | 0.45% | 60 |
|
|
2021
Q3 | $831K | Buy |
+7,658
| New | +$831K | 0.21% | 92 |
|