Claro Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $105K | Buy |
|