Checchi Capital Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
4,046
+19
| +0.5% | +$3.28K | 0.04% | 271 |
|
|
2025
Q1 | $889K | Sell |
4,027
-19
| -0.5% | -$4.2K | 0.05% | 226 |
|
|
2024
Q4 | $831K | Buy |
4,046
+57
| +1% | +$11.7K | 0.05% | 222 |
|
|
2024
Q3 | $717K | Buy |
3,989
+35
| +0.9% | +$6.29K | 0.04% | 251 |
|
|
2024
Q2 | $589K | Sell |
3,954
-7
| -0.2% | -$1.04K | 0.03% | 283 |
|
|
2024
Q1 | $633K | Sell |
3,961
-42
| -1% | -$6.71K | 0.05% | 274 |
|
|
2023
Q4 | $532K | Buy |
4,003
+7
| +0.2% | +$930 | 0.04% | 294 |
|
|
2023
Q3 | $451K | Sell |
3,996
-609
| -13% | -$68.8K | 0.04% | 310 |
|
|
2023
Q2 | $581K | Buy |
4,605
+24
| +0.5% | +$3.03K | 0.05% | 261 |
|
|
2023
Q1 | $518K | Buy |
4,581
+151
| +3% | +$17.1K | 0.05% | 281 |
|
|
2022
Q4 | $448K | Sell |
4,430
-241
| -5% | -$24.4K | 0.05% | 300 |
|
|
2022
Q3 | $437K | Buy |
4,671
+44
| +1% | +$4.12K | 0.04% | 294 |
|
|
2022
Q2 | $489K | Sell |
4,627
-209
| -4% | -$22.1K | 0.04% | 291 |
|
|
2022
Q1 | $490K | Buy |
4,836
+553
| +13% | +$56K | 0.04% | 261 |
|
|
2021
Q4 | $445K | Sell |
4,283
-68
| -2% | -$7.07K | 0.04% | 276 |
|
|
2021
Q3 | $472K | Buy |
4,351
+59
| +1% | +$6.4K | 0.05% | 253 |
|
|
2021
Q2 | $459K | Sell |
4,292
-880
| -17% | -$94.1K | 0.05% | 260 |
|
|
2021
Q1 | $616K | Buy |
5,172
+32
| +0.6% | +$3.81K | 0.06% | 197 |
|
|
2020
Q4 | $585K | Sell |
5,140
-271
| -5% | -$30.8K | 0.06% | 197 |
|
|
2020
Q3 | $558K | Sell |
5,411
-315
| -6% | -$32.5K | 0.06% | 186 |
|
|
2020
Q2 | $559K | Buy |
5,726
+813
| +17% | +$79.4K | 0.07% | 180 |
|
|
2020
Q1 | $467K | Sell |
4,913
-620
| -11% | -$58.9K | 0.04% | 171 |
|
|
2019
Q4 | $640K | Sell |
5,533
-131
| -2% | -$15.2K | 0.09% | 157 |
|
|
2019
Q3 | $587K | Sell |
5,664
-2,490
| -31% | -$258K | 0.08% | 162 |
|
|
2019
Q2 | $743K | Buy |
8,154
+341
| +4% | +$31.1K | 0.09% | 131 |
|
|
2019
Q1 | $690K | Sell |
7,813
-88
| -1% | -$7.77K | 0.08% | 132 |
|
|
2018
Q4 | $581K | Sell |
7,901
-839
| -10% | -$61.7K | 0.08% | 141 |
|
|
2018
Q3 | $720K | Buy |
8,740
+86
| +1% | +$7.09K | 0.08% | 148 |
|
|
2018
Q2 | $641K | Buy |
8,654
+88
| +1% | +$6.52K | 0.08% | 149 |
|
|
2018
Q1 | $611K | Sell |
8,566
-398
| -4% | -$28.4K | 0.08% | 150 |
|
|
2017
Q4 | $588K | Buy |
8,964
+4,634
| +107% | +$304K | 0.08% | 162 |
|
|
2017
Q3 | $279K | Buy |
4,330
+144
| +3% | +$9.28K | 0.03% | 286 |
|
|
2017
Q2 | $256K | Sell |
4,186
-570
| -12% | -$34.9K | 0.03% | 306 |
|
|
2017
Q1 | $274K | Buy |
4,756
+226
| +5% | +$13K | 0.03% | 298 |
|
|
2016
Q4 | $241K | Buy |
4,530
+54
| +1% | +$2.87K | 0.03% | 315 |
|
|
2016
Q3 | $223K | Sell |
4,476
-182
| -4% | -$9.07K | 0.03% | 326 |
|
|
2016
Q2 | $253K | Buy |
4,658
+230
| +5% | +$12.5K | 0.03% | 270 |
|
|
2016
Q1 | $227K | Sell |
4,428
-342
| -7% | -$17.5K | 0.05% | 298 |
|
|
2015
Q4 | $218K | Buy |
+4,770
| New | +$218K | 0.06% | 302 |
|