Citadel Investment Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Hold |
3,550
| – | – | 0.3% | 50 |
|
|
2025
Q1 | $784K | Sell |
3,550
-90
| -2% | -$19.9K | 0.38% | 43 |
|
|
2024
Q4 | $748K | Sell |
3,640
-100
| -3% | -$20.5K | 0.39% | 45 |
|
|
2024
Q3 | $672K | Hold |
3,740
| – | – | 0.35% | 49 |
|
|
2024
Q2 | $557K | Hold |
3,740
| – | – | 0.32% | 52 |
|
|
2024
Q1 | $598K | Hold |
3,740
| – | – | 0.34% | 53 |
|
|
2023
Q4 | $497K | Sell |
3,740
-232
| -6% | -$30.8K | 0.3% | 58 |
|
|
2023
Q3 | $445K | Hold |
3,972
| – | – | 0.29% | 58 |
|
|
2023
Q2 | $501K | Sell |
3,972
-120
| -3% | -$15.1K | 0.32% | 52 |
|
|
2023
Q1 | $463K | Hold |
4,092
| – | – | 0.32% | 53 |
|
|
2022
Q4 | $414K | Sell |
4,092
-150
| -4% | -$15.2K | 0.28% | 58 |
|
|
2022
Q3 | $397K | Hold |
4,242
| – | – | 0.3% | 58 |
|
|
2022
Q2 | $377K | Sell |
4,242
-339
| -7% | -$30.1K | 0.26% | 67 |
|
|
2022
Q1 | $465K | Hold |
4,581
| – | – | 0.27% | 63 |
|
|
2021
Q4 | $475K | Hold |
4,581
| – | – | 0.28% | 60 |
|
|
2021
Q3 | $497K | Hold |
4,581
| – | – | 0.31% | 57 |
|
|
2021
Q2 | $490K | Hold |
4,581
| – | – | 0.3% | 58 |
|
|
2021
Q1 | $545K | Sell |
4,581
-75
| -2% | -$8.92K | 0.36% | 53 |
|
|
2020
Q4 | $530K | Buy |
+4,656
| New | +$530K | 0.38% | 54 |
|