Concurrent Investment 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 | $2.23M | Buy |
12,961
+191
| +1% | +$32.9K | 0.04% | 399 |
|
|
2025
Q1 | $2.82M | Buy |
12,770
+459
| +4% | +$101K | 0.07% | 292 |
|
|
2024
Q4 | $2.53M | Sell |
12,311
-31
| -0.3% | -$6.37K | 0.07% | 271 |
|
|
2024
Q3 | $2.22M | Buy |
12,342
+1,105
| +10% | +$199K | 0.07% | 284 |
|
|
2024
Q2 | $1.67M | Sell |
11,237
-275
| -2% | -$41K | 0.06% | 315 |
|
|
2024
Q1 | $1.84M | Sell |
11,512
-2,794
| -20% | -$447K | 0.07% | 257 |
|
|
2023
Q4 | $1.9M | Buy |
+14,306
| New | +$1.9M | 0.09% | 233 |
|