Certified Advisory Corp’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 | $898K | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $942K | Sell |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $842K | Hold |
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|
2023
Q3 | $716K | Sell |
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|
2023
Q2 | $844K | Buy |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $672K | Hold |
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|
2022
Q3 | $622K | Hold |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $674K | Hold |
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|
2021
Q4 | $690K | Sell |
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|
2021
Q3 | $740K | Sell |
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|
2021
Q2 | $733K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $294K | Sell |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $129K | Hold |
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|
2018
Q3 | $145K | Hold |
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|
2018
Q2 | $130K | Hold |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $94K | Buy |
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