Cetera Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.68M | Buy |
16,765
+5,508
| +49% | +$880K | 0.02% | 688 |
|
|
2023
Q4 | $1.5M | Buy |
11,257
+131
| +1% | +$17.4K | 0.02% | 612 |
|
|
2023
Q3 | $1.26M | Buy |
11,126
+325
| +3% | +$36.7K | 0.02% | 635 |
|
|
2023
Q2 | $1.36M | Buy |
10,801
+252
| +2% | +$31.8K | 0.02% | 609 |
|
|
2023
Q1 | $1.19M | Buy |
10,549
+907
| +9% | +$103K | 0.02% | 630 |
|
|
2022
Q4 | $975K | Buy |
9,642
+2,278
| +31% | +$230K | 0.02% | 689 |
|
|
2022
Q3 | $689K | Sell |
7,364
-1,233
| -14% | -$115K | 0.02% | 647 |
|
|
2022
Q2 | $765K | Sell |
8,597
-972
| -10% | -$86.5K | 0.02% | 665 |
|
|
2022
Q1 | $970K | Sell |
9,569
-36
| -0.4% | -$3.65K | 0.02% | 624 |
|
|
2021
Q4 | $997K | Sell |
9,605
-216
| -2% | -$22.4K | 0.02% | 604 |
|
|
2021
Q3 | $1.07M | Sell |
9,821
-7,698
| -44% | -$836K | 0.02% | 591 |
|
|
2021
Q2 | $1.87M | Buy |
17,519
+1,446
| +9% | +$155K | 0.04% | 381 |
|
|
2021
Q1 | $1.91M | Buy |
16,073
+1,853
| +13% | +$221K | 0.05% | 328 |
|
|
2020
Q4 | $1.62M | Buy |
14,220
+851
| +6% | +$96.9K | 0.05% | 314 |
|
|
2020
Q3 | $1.38M | Buy |
13,369
+1,788
| +15% | +$184K | 0.05% | 310 |
|
|
2020
Q2 | $1.13M | Buy |
11,581
+257
| +2% | +$25.1K | 0.05% | 339 |
|
|
2020
Q1 | $1.08M | Sell |
11,324
-36
| -0.3% | -$3.42K | 0.06% | 310 |
|
|
2019
Q4 | $1.31M | Sell |
11,360
-178
| -2% | -$20.6K | 0.06% | 313 |
|
|
2019
Q3 | $1.2M | Buy |
11,538
+72
| +0.6% | +$7.47K | 0.05% | 321 |
|
|
2019
Q2 | $1.05M | Buy |
11,466
+2,164
| +23% | +$197K | 0.05% | 365 |
|
|
2019
Q1 | $821K | Buy |
9,302
+152
| +2% | +$13.4K | 0.04% | 369 |
|
|
2018
Q4 | $673K | Hold |
9,150
| – | – | 0.04% | 403 |
|
|
2018
Q3 | $753K | Sell |
9,150
-1,370
| -13% | -$113K | 0.04% | 426 |
|
|
2018
Q2 | $779K | Buy |
10,520
+1,948
| +23% | +$144K | 0.04% | 380 |
|
|
2018
Q1 | $612K | Hold |
8,572
| – | – | 0.04% | 420 |
|
|
2017
Q4 | $563K | Buy |
8,572
+264
| +3% | +$17.3K | 0.03% | 410 |
|
|
2017
Q3 | $535K | Hold |
8,308
| – | – | 0.03% | 446 |
|
|
2017
Q2 | $508K | Hold |
8,308
| – | – | 0.03% | 457 |
|
|
2017
Q1 | $479K | Sell |
8,308
-140
| -2% | -$8.07K | 0.03% | 459 |
|
|
2016
Q4 | $449K | Sell |
8,448
-400
| -5% | -$21.3K | 0.03% | 435 |
|
|
2016
Q3 | $441K | Buy |
8,848
+200
| +2% | +$9.97K | 0.03% | 449 |
|
|
2016
Q2 | $471K | Sell |
8,648
-3,464
| -29% | -$189K | 0.04% | 428 |
|
|
2016
Q1 | $622K | Sell |
12,112
-334
| -3% | -$17.2K | 0.05% | 349 |
|
|
2015
Q4 | $569K | Hold |
12,446
| – | – | 0.05% | 374 |
|
|
2015
Q3 | $539K | Buy |
12,446
+1,072
| +9% | +$46.4K | 0.05% | 354 |
|
|
2015
Q2 | $472K | Hold |
11,374
| – | – | 0.04% | 397 |
|
|
2015
Q1 | $452K | Buy |
+11,374
| New | +$452K | 0.04% | 408 |
|