Continuum Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
1,277
+185
| +17% | +$31.9K | 0.03% | 391 |
|
|
2025
Q1 | $241K | Sell |
1,092
-190
| -15% | -$42K | 0.03% | 360 |
|
|
2024
Q4 | $263K | Buy |
1,282
+122
| +11% | +$25.1K | 0.03% | 341 |
|
|
2024
Q3 | $245K | Buy |
1,160
+201
| +21% | +$42.4K | 0.03% | 359 |
|
|
2024
Q2 | $143K | Buy |
959
+3
| +0.3% | +$447 | 0.02% | 424 |
|
|
2024
Q1 | $148K | Sell |
956
-3,381
| -78% | -$523K | 0.02% | 417 |
|
|
2023
Q4 | $576K | Sell |
4,337
-258
| -6% | -$34.3K | 0.08% | 260 |
|
|
2023
Q3 | $519K | Buy |
4,595
+503
| +12% | +$56.8K | 0.08% | 269 |
|
|
2023
Q2 | $516K | Buy |
4,092
+33
| +0.8% | +$4.16K | 0.08% | 272 |
|
|
2023
Q1 | $459K | Sell |
4,059
-71
| -2% | -$8.03K | 0.08% | 276 |
|
|
2022
Q4 | $417K | Buy |
4,130
+48
| +1% | +$4.85K | 0.08% | 291 |
|
|
2022
Q3 | $382K | Buy |
4,082
+178
| +5% | +$16.7K | 0.07% | 285 |
|
|
2022
Q2 | $347K | Buy |
+3,904
| New | +$347K | 0.06% | 306 |
|