Capital Analysts LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
24,196
+408
| +2% | +$70.3K | 0.14% | 130 |
|
|
2025
Q1 | $5.25M | Buy |
23,788
+788
| +3% | +$174K | 0.2% | 96 |
|
|
2024
Q4 | $4.73M | Sell |
23,000
-580
| -2% | -$119K | 0.19% | 100 |
|
|
2024
Q3 | $4.24M | Buy |
23,580
+1,590
| +7% | +$286K | 0.17% | 109 |
|
|
2024
Q2 | $3.28M | Buy |
21,990
+1,369
| +7% | +$204K | 0.14% | 121 |
|
|
2024
Q1 | $3.3M | Buy |
20,621
+434
| +2% | +$69.4K | 0.15% | 115 |
|
|
2023
Q4 | $2.68M | Buy |
20,187
+250
| +1% | +$33.2K | 0.14% | 130 |
|
|
2023
Q3 | $2.25M | Buy |
19,937
+347
| +2% | +$39.2K | 0.13% | 135 |
|
|
2023
Q2 | $2.47M | Sell |
19,590
-264
| -1% | -$33.3K | 0.14% | 127 |
|
|
2023
Q1 | $2.24M | Sell |
19,854
-380
| -2% | -$43K | 0.13% | 138 |
|
|
2022
Q4 | $2.05M | Sell |
20,234
-614
| -3% | -$62.1K | 0.12% | 153 |
|
|
2022
Q3 | $1.95M | Sell |
20,848
-125
| -0.6% | -$11.7K | 0.13% | 146 |
|
|
2022
Q2 | $1.87M | Buy |
20,973
+197
| +0.9% | +$17.5K | 0.13% | 153 |
|
|
2022
Q1 | $2.11M | Buy |
20,776
+650
| +3% | +$65.9K | 0.13% | 146 |
|
|
2021
Q4 | $2.09M | Buy |
20,126
+838
| +4% | +$87K | 0.13% | 155 |
|
|
2021
Q3 | $2.09M | Buy |
19,288
+1,644
| +9% | +$178K | 0.14% | 144 |
|
|
2021
Q2 | $1.89M | Buy |
17,644
+1,335
| +8% | +$143K | 0.13% | 156 |
|
|
2021
Q1 | $1.94M | Buy |
16,309
+1,314
| +9% | +$156K | 0.13% | 142 |
|
|
2020
Q4 | $1.71M | Buy |
14,995
+707
| +5% | +$80.5K | 0.15% | 121 |
|
|
2020
Q3 | $1.47M | Buy |
+14,288
| New | +$1.47M | 0.14% | 133 |
|