Claro Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
1,507
-470
| -24% | -$81K | 0.04% | 319 |
|
|
2025
Q1 | $437K | Sell |
1,977
-5
| -0.3% | -$1.1K | 0.06% | 296 |
|
|
2024
Q4 | $407K | Sell |
1,982
-106
| -5% | -$21.8K | 0.06% | 287 |
|
|
2024
Q3 | $375K | Buy |
2,088
+66
| +3% | +$11.9K | 0.05% | 321 |
|
|
2024
Q2 | $301K | Sell |
2,022
-54
| -3% | -$8.05K | 0.05% | 326 |
|
|
2024
Q1 | $332K | Buy |
2,076
+92
| +5% | +$14.7K | 0.06% | 299 |
|
|
2023
Q4 | $264K | Buy |
1,984
+15
| +0.8% | +$1.99K | 0.06% | 308 |
|
|
2023
Q3 | $222K | Buy |
1,969
+4
| +0.2% | +$452 | 0.06% | 328 |
|
|
2023
Q2 | $248K | Buy |
1,965
+17
| +0.9% | +$2.15K | 0.06% | 301 |
|
|
2023
Q1 | $220K | Sell |
1,948
-37
| -2% | -$4.18K | 0.06% | 303 |
|
|
2022
Q4 | $201K | Sell |
1,985
-478
| -19% | -$48.3K | 0.07% | 286 |
|
|
2022
Q3 | $219K | Hold |
2,463
| – | – | 0.09% | 238 |
|
|
2022
Q2 | $219K | Buy |
2,463
+534
| +28% | +$47.5K | 0.09% | 238 |
|
|
2022
Q1 | $200K | Hold |
1,929
| – | – | 0.07% | 269 |
|
|
2021
Q4 | $200K | Sell |
1,929
-139
| -7% | -$14.4K | 0.07% | 269 |
|
|
2021
Q3 | $224K | Buy |
+2,068
| New | +$224K | 0.09% | 220 |
|
|
2021
Q2 | – | Sell |
-1,865
| Closed | -$222K | – | 239 |
|
|
2021
Q1 | $222K | Buy |
1,865
+96
| +5% | +$11.4K | 0.11% | 191 |
|
|
2020
Q4 | $201K | Buy |
+1,769
| New | +$201K | 0.11% | 202 |
|
|
2019
Q1 | – | Sell |
-1,276
| Closed | -$105K | – | 428 |
|
|
2018
Q4 | $105K | Buy |
+1,276
| New | +$105K | 0.08% | 221 |
|