Certified Advisory Corp’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
5,211
+10
| +0.2% | +$1.72K | 0.09% | 160 |
|
|
2025
Q1 | $1.15M | Sell |
5,201
-516
| -9% | -$114K | 0.13% | 140 |
|
|
2024
Q4 | $1.17M | Sell |
5,717
-521
| -8% | -$107K | 0.13% | 135 |
|
|
2024
Q3 | $1.12M | Sell |
6,238
-82
| -1% | -$14.7K | 0.12% | 138 |
|
|
2024
Q2 | $942K | Sell |
6,320
-18
| -0.3% | -$2.68K | 0.12% | 138 |
|
|
2024
Q1 | $1.01M | Hold |
6,338
| – | – | 0.14% | 129 |
|
|
2023
Q4 | $842K | Hold |
6,338
| – | – | 0.13% | 138 |
|
|
2023
Q3 | $716K | Sell |
6,338
-350
| -5% | -$39.5K | 0.13% | 134 |
|
|
2023
Q2 | $844K | Buy |
6,688
+24
| +0.4% | +$3.03K | 0.16% | 122 |
|
|
2023
Q1 | $753K | Buy |
6,664
+18
| +0.3% | +$2.03K | 0.13% | 141 |
|
|
2022
Q4 | $672K | Hold |
6,646
| – | – | 0.13% | 143 |
|
|
2022
Q3 | $622K | Hold |
6,646
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $591K | Hold |
6,646
| – | – | 0.13% | 140 |
|
|
2022
Q1 | $674K | Hold |
6,646
| – | – | 0.14% | 137 |
|
|
2021
Q4 | $690K | Sell |
6,646
-179
| -3% | -$18.6K | 0.15% | 136 |
|
|
2021
Q3 | $740K | Sell |
6,825
-29
| -0.4% | -$3.14K | 0.18% | 124 |
|
|
2021
Q2 | $733K | Buy |
6,854
+3,713
| +118% | +$397K | 0.18% | 124 |
|
|
2021
Q1 | $374K | Buy |
+3,141
| New | +$374K | 0.1% | 154 |
|
|
2020
Q2 | $248K | Hold |
2,540
| – | – | 0.08% | 166 |
|
|
2020
Q1 | $241K | Hold |
2,540
| – | – | 0.1% | 156 |
|
|
2019
Q4 | $294K | Sell |
2,540
-100
| -4% | -$11.6K | 0.09% | 161 |
|
|
2019
Q3 | $273K | Hold |
2,640
| – | – | 0.09% | 162 |
|
|
2019
Q2 | $241K | Buy |
2,640
+1,200
| +83% | +$110K | 0.09% | 160 |
|
|
2019
Q1 | $127K | Sell |
1,440
-320
| -18% | -$28.2K | 0.05% | 195 |
|
|
2018
Q4 | $129K | Hold |
1,760
| – | – | 0.07% | 176 |
|
|
2018
Q3 | $145K | Hold |
1,760
| – | – | 0.07% | 171 |
|
|
2018
Q2 | $130K | Hold |
1,760
| – | – | 0.07% | 170 |
|
|
2018
Q1 | $125K | Buy |
1,760
+320
| +22% | +$22.7K | 0.07% | 174 |
|
|
2017
Q4 | $94K | Buy |
+1,440
| New | +$94K | 0.07% | 165 |
|