Clearstead 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 | $18.1M | Sell |
105,189
-760
| -0.7% | -$131K | 0.25% | 88 |
|
|
2025
Q1 | $23.4M | Sell |
105,949
-6,197
| -6% | -$1.37M | 0.36% | 59 |
|
|
2024
Q4 | $23M | Sell |
112,146
-873
| -0.8% | -$179K | 0.35% | 60 |
|
|
2024
Q3 | $20.3M | Sell |
113,019
-1,406
| -1% | -$253K | 0.32% | 71 |
|
|
2024
Q2 | $17.1M | Buy |
114,425
+104,510
| +1,054% | +$15.6M | 0.29% | 75 |
|
|
2024
Q1 | $1.52M | Sell |
9,915
-265
| -3% | -$40.6K | 0.08% | 175 |
|
|
2023
Q4 | $1.35M | Sell |
10,180
-12,895
| -56% | -$1.71M | 0.07% | 189 |
|
|
2023
Q3 | $2.61M | Buy |
23,075
+13,168
| +133% | +$1.49M | 0.08% | 179 |
|
|
2023
Q2 | $1.25M | Sell |
9,907
-168
| -2% | -$21.2K | 0.08% | 182 |
|
|
2023
Q1 | $1.14M | Sell |
10,075
-103
| -1% | -$11.6K | 0.08% | 168 |
|
|
2022
Q4 | $1.03M | Hold |
10,178
| – | – | 0.08% | 168 |
|
|
2022
Q3 | $952K | Sell |
10,178
-2,953
| -22% | -$276K | 0.09% | 162 |
|
|
2022
Q2 | $1.17M | Buy |
13,131
+284
| +2% | +$25.3K | 0.09% | 160 |
|
|
2022
Q1 | $1.3M | Buy |
12,847
+365
| +3% | +$37K | 0.09% | 156 |
|
|
2021
Q4 | $1.3M | Buy |
12,482
+2,980
| +31% | +$309K | 0.09% | 157 |
|
|
2021
Q3 | $1.03M | Sell |
9,502
-42
| -0.4% | -$4.56K | 0.08% | 170 |
|
|
2021
Q2 | $1.02M | Buy |
9,544
+42
| +0.4% | +$4.49K | 0.08% | 165 |
|
|
2021
Q1 | $1.13M | Sell |
9,502
-958
| -9% | -$114K | 0.09% | 150 |
|
|
2020
Q4 | $1.19M | Buy |
10,460
+2,710
| +35% | +$309K | 0.11% | 139 |
|
|
2020
Q3 | $799K | Buy |
7,750
+6,048
| +355% | +$624K | 0.09% | 150 |
|
|
2020
Q2 | $166K | Sell |
1,702
-42
| -2% | -$4.1K | 0.02% | 294 |
|
|
2020
Q1 | $166K | Hold |
1,744
| – | – | 0.02% | 259 |
|
|
2019
Q4 | $202K | Buy |
+1,744
| New | +$202K | 0.02% | 274 |
|