Cambridge Investment Research 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 | $13.7M | Buy |
79,450
+2,088
| +3% | +$360K | 0.04% | 434 |
|
|
2025
Q1 | $17.1M | Sell |
77,362
-8,958
| -10% | -$1.98M | 0.06% | 333 |
|
|
2024
Q4 | $17.7M | Buy |
86,320
+5,970
| +7% | +$1.23M | 0.06% | 315 |
|
|
2024
Q3 | $14.4M | Buy |
80,350
+12,576
| +19% | +$2.26M | 0.05% | 377 |
|
|
2024
Q2 | $10.1M | Buy |
67,774
+4,036
| +6% | +$602K | 0.04% | 469 |
|
|
2024
Q1 | $10.2M | Buy |
63,738
+4,703
| +8% | +$752K | 0.04% | 457 |
|
|
2023
Q4 | $7.84M | Buy |
59,035
+1,069
| +2% | +$142K | 0.03% | 504 |
|
|
2023
Q3 | $6.55M | Buy |
57,966
+1,256
| +2% | +$142K | 0.03% | 537 |
|
|
2023
Q2 | $7.15M | Buy |
56,710
+1,418
| +3% | +$179K | 0.03% | 493 |
|
|
2023
Q1 | $6.25M | Sell |
55,292
-1,585
| -3% | -$179K | 0.03% | 530 |
|
|
2022
Q4 | $5.75M | Sell |
56,877
-2,278
| -4% | -$230K | 0.03% | 548 |
|
|
2022
Q3 | $5.54M | Sell |
59,155
-942
| -2% | -$88.1K | 0.03% | 522 |
|
|
2022
Q2 | $5.35M | Sell |
60,097
-5,815
| -9% | -$517K | 0.03% | 559 |
|
|
2022
Q1 | $6.68M | Sell |
65,912
-3,848
| -6% | -$390K | 0.03% | 520 |
|
|
2021
Q4 | $7.24M | Buy |
69,760
+17,791
| +34% | +$1.85M | 0.03% | 497 |
|
|
2021
Q3 | $5.64M | Sell |
51,969
-31,773
| -38% | -$3.45M | 0.03% | 560 |
|
|
2021
Q2 | $8.95M | Sell |
83,742
-3,598
| -4% | -$385K | 0.04% | 401 |
|
|
2021
Q1 | $10.4M | Sell |
87,340
-8,887
| -9% | -$1.06M | 0.06% | 326 |
|
|
2020
Q4 | $11M | Buy |
96,227
+15,585
| +19% | +$1.77M | 0.06% | 285 |
|
|
2020
Q3 | $8.31M | Buy |
80,642
+2,106
| +3% | +$217K | 0.06% | 316 |
|
|
2020
Q2 | $7.67M | Buy |
78,536
+4,904
| +7% | +$479K | 0.06% | 312 |
|
|
2020
Q1 | $6.99M | Sell |
73,632
-2,267
| -3% | -$215K | 0.07% | 276 |
|
|
2019
Q4 | $8.78M | Buy |
75,899
+1,393
| +2% | +$161K | 0.07% | 281 |
|
|
2019
Q3 | $7.72M | Sell |
74,506
-2,773
| -4% | -$287K | 0.07% | 285 |
|
|
2019
Q2 | $7.05M | Sell |
77,279
-3,286
| -4% | -$300K | 0.06% | 289 |
|
|
2019
Q1 | $7.11M | Buy |
80,565
+1,750
| +2% | +$154K | 0.07% | 271 |
|
|
2018
Q4 | $5.79M | Buy |
78,815
+17,894
| +29% | +$1.32M | 0.06% | 276 |
|
|
2018
Q3 | $5.02M | Sell |
60,921
-123
| -0.2% | -$10.1K | 0.05% | 371 |
|
|
2018
Q2 | $4.52M | Sell |
61,044
-1,137
| -2% | -$84.2K | 0.05% | 371 |
|
|
2018
Q1 | $4.43M | Sell |
62,181
-5,441
| -8% | -$388K | 0.05% | 355 |
|
|
2017
Q4 | $4.43M | Buy |
67,622
+16,398
| +32% | +$1.08M | 0.05% | 340 |
|
|
2017
Q3 | $3.3M | Buy |
51,224
+20,240
| +65% | +$1.31M | 0.04% | 374 |
|
|
2017
Q2 | $1.9M | Buy |
30,984
+170
| +0.6% | +$10.4K | 0.03% | 544 |
|
|
2017
Q1 | $1.78M | Sell |
30,814
-162
| -0.5% | -$9.34K | 0.03% | 477 |
|
|
2016
Q4 | $1.65M | Buy |
30,976
+56
| +0.2% | +$2.98K | 0.03% | 493 |
|
|
2016
Q3 | $1.54M | Sell |
30,920
-696
| -2% | -$34.6K | 0.03% | 509 |
|
|
2016
Q2 | $1.72M | Buy |
31,616
+452
| +1% | +$24.6K | 0.04% | 418 |
|
|
2016
Q1 | $1.6M | Buy |
31,164
+11,418
| +58% | +$585K | 0.04% | 414 |
|
|
2015
Q4 | $903K | Buy |
19,746
+404
| +2% | +$18.5K | 0.02% | 587 |
|
|
2015
Q3 | $838K | Sell |
19,342
-1,802
| -9% | -$78.1K | 0.02% | 538 |
|
|
2015
Q2 | $876K | Sell |
21,144
-114
| -0.5% | -$4.72K | 0.02% | 555 |
|
|
2015
Q1 | $844K | Sell |
21,258
-664
| -3% | -$26.4K | 0.02% | 562 |
|
|
2014
Q4 | $778K | Sell |
21,922
-40
| -0.2% | -$1.42K | 0.02% | 576 |
|
|
2014
Q3 | $710K | Sell |
21,962
-102
| -0.5% | -$3.3K | 0.02% | 647 |
|
|
2014
Q2 | $665K | Sell |
22,064
-420
| -2% | -$12.7K | 0.02% | 607 |
|
|
2014
Q1 | $637K | Buy |
22,484
+198
| +0.9% | +$5.61K | 0.02% | 590 |
|
|
2013
Q4 | $658K | Sell |
22,286
-762
| -3% | -$22.5K | 0.03% | 539 |
|
|
2013
Q3 | $582K | Buy |
23,048
+412
| +2% | +$10.4K | 0.03% | 556 |
|
|
2013
Q2 | $495K | Buy |
+22,636
| New | +$495K | 0.03% | 552 |
|