Capital Advisors Ltd’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
366
-55
| -13% | -$9.47K | 0.01% | 428 |
|
|
2025
Q1 | $93K | Buy |
421
+39
| +10% | +$8.62K | 0.01% | 351 |
|
|
2024
Q4 | $78K | Buy |
382
+14
| +4% | +$2.86K | 0.01% | 379 |
|
|
2024
Q3 | $66K | Buy |
368
+15
| +4% | +$2.69K | 0.01% | 409 |
|
|
2024
Q2 | $53K | Buy |
353
+10
| +3% | +$1.5K | 0.01% | 430 |
|
|
2024
Q1 | $55K | Buy |
343
+10
| +3% | +$1.6K | 0.01% | 423 |
|
|
2023
Q4 | $44K | Hold |
333
| – | – | 0.01% | 444 |
|
|
2023
Q3 | $38K | Hold |
333
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $42K | Hold |
333
| – | – | 0.01% | 451 |
|
|
2023
Q1 | $38K | Hold |
333
| – | – | 0.01% | 400 |
|
|
2022
Q4 | $34K | Sell |
333
-82
| -20% | -$8.37K | 0.01% | 412 |
|
|
2022
Q3 | $39K | Buy |
415
+121
| +41% | +$11.4K | 0.01% | 384 |
|
|
2022
Q2 | $26K | Sell |
294
-9
| -3% | -$796 | ﹤0.01% | 413 |
|
|
2022
Q1 | $31K | Buy |
303
+11
| +4% | +$1.13K | 0.01% | 410 |
|
|
2021
Q4 | $30K | Buy |
+292
| New | +$30K | ﹤0.01% | 401 |
|
|
2018
Q1 | – | Sell |
-102
| Closed | -$7K | – | 390 |
|
|
2017
Q4 | $7K | Hold |
102
| – | – | ﹤0.01% | 345 |
|
|
2017
Q3 | $7K | Hold |
102
| – | – | ﹤0.01% | 343 |
|
|
2017
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 356 |
|
|
2017
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 336 |
|
|
2016
Q4 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 337 |
|