Cedar Mountain 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 | $26K | Hold |
151
| – | – | 0.01% | 139 |
|
|
2025
Q1 | $33.3K | Sell |
151
-11
| -7% | -$2.43K | 0.01% | 119 |
|
|
2024
Q4 | $33.3K | Sell |
162
-29
| -15% | -$5.96K | 0.01% | 121 |
|
|
2024
Q3 | $34.3K | Buy |
191
+57
| +43% | +$10.2K | 0.01% | 108 |
|
|
2024
Q2 | $20K | Hold |
134
| – | – | ﹤0.01% | 138 |
|
|
2024
Q1 | $21.4K | Hold |
134
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $17.8K | Hold |
134
| – | – | ﹤0.01% | 142 |
|
|
2023
Q3 | $15.1K | Hold |
134
| – | – | ﹤0.01% | 139 |
|
|
2023
Q2 | $16.9K | Hold |
134
| – | – | ﹤0.01% | 129 |
|
|
2023
Q1 | $15.1K | Hold |
134
| – | – | ﹤0.01% | 132 |
|
|
2022
Q4 | $13.5K | Hold |
134
| – | – | ﹤0.01% | 136 |
|
|
2022
Q3 | $13K | Hold |
134
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $12K | Sell |
134
-50
| -27% | -$4.48K | ﹤0.01% | 151 |
|
|
2022
Q1 | $19K | Hold |
184
| – | – | 0.01% | 128 |
|
|
2021
Q4 | $19K | Hold |
184
| – | – | 0.01% | 131 |
|
|
2021
Q3 | $20K | Buy |
184
+50
| +37% | +$5.44K | 0.01% | 121 |
|
|
2021
Q2 | $14K | Sell |
134
-1
| -0.7% | -$104 | ﹤0.01% | 138 |
|
|
2021
Q1 | $16K | Hold |
135
| – | – | 0.01% | 141 |
|
|
2020
Q4 | $15K | Hold |
135
| – | – | 0.01% | 145 |
|
|
2020
Q3 | $14K | Hold |
135
| – | – | 0.01% | 132 |
|
|
2020
Q2 | $13K | Buy |
135
+65
| +93% | +$6.26K | 0.01% | 125 |
|
|
2020
Q1 | $7K | Hold |
70
| – | – | ﹤0.01% | 143 |
|
|
2019
Q4 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 145 |
|