Capital Analysts LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
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|
2025
Q1 | $5.25M | Buy |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.24M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.47M | Buy |
|