CFCI
Comprehensive Financial Consultants Institutional’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
13,197
+564
| +4% | +$97.2K | 0.75% | 49 |
|
|
2025
Q1 | $2.79M | Sell |
12,633
-323
| -2% | -$71.3K | 0.99% | 34 |
|
|
2024
Q4 | $2.66M | Sell |
12,956
-581
| -4% | -$119K | 0.97% | 35 |
|
|
2024
Q3 | $2.43M | Buy |
13,537
+67
| +0.5% | +$12K | 0.89% | 38 |
|
|
2024
Q2 | $2.01M | Buy |
13,470
+635
| +5% | +$94.6K | 0.79% | 46 |
|
|
2024
Q1 | $2.05M | Buy |
12,835
+647
| +5% | +$103K | 0.85% | 42 |
|
|
2023
Q4 | $1.62M | Buy |
12,188
+1,318
| +12% | +$175K | 0.75% | 51 |
|
|
2023
Q3 | $1.23M | Buy |
10,870
+1,131
| +12% | +$128K | 0.65% | 63 |
|
|
2023
Q2 | $1.25M | Buy |
9,739
+414
| +4% | +$53.2K | 0.66% | 61 |
|
|
2023
Q1 | $1.05M | Buy |
9,325
+435
| +5% | +$49.2K | 0.6% | 67 |
|
|
2022
Q4 | $911K | Buy |
+8,890
| New | +$911K | 0.55% | 70 |
|