Cape Investment Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
5,616
+827
| +17% | +$143K | 0.35% | 60 |
|
|
2025
Q1 | $1.06M | Sell |
4,789
-384
| -7% | -$84.8K | 0.42% | 47 |
|
|
2024
Q4 | $1.06M | Sell |
5,173
-9
| -0.2% | -$1.85K | 0.42% | 51 |
|
|
2024
Q3 | $931K | Sell |
5,182
-20
| -0.4% | -$3.59K | 0.38% | 59 |
|
|
2024
Q2 | $775K | Buy |
5,202
+106
| +2% | +$15.8K | 0.35% | 64 |
|
|
2024
Q1 | $814K | Sell |
5,096
-2,266
| -31% | -$362K | 0.38% | 56 |
|
|
2023
Q4 | $978K | Sell |
7,362
-380
| -5% | -$50.5K | 0.48% | 43 |
|
|
2023
Q3 | $875K | Sell |
7,742
-2,941
| -28% | -$332K | 0.5% | 44 |
|
|
2023
Q2 | $1.35M | Buy |
10,683
+6,296
| +144% | +$794K | 0.75% | 29 |
|
|
2023
Q1 | $496K | Buy |
+4,387
| New | +$496K | 0.3% | 60 |
|