Coppell Advisory Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,175
| Closed | -$218K | – | 383 |
|
|
2025
Q1 | $218K | Sell |
1,175
-230
| -16% | -$42.6K | 0.03% | 306 |
|
|
2024
Q4 | $290K | Buy |
1,405
+268
| +24% | +$55.3K | 0.04% | 222 |
|
|
2024
Q3 | $203K | Sell |
1,137
-230
| -17% | -$41K | 0.03% | 281 |
|
|
2024
Q2 | $204K | Buy |
+1,367
| New | +$204K | 0.03% | 256 |
|
|
2023
Q4 | $199K | Buy |
1,499
+1,199
| +400% | +$159K | 0.04% | 267 |
|
|
2023
Q3 | $30.3K | Sell |
300
-881
| -75% | -$89K | 0.01% | 429 |
|
|
2023
Q2 | $147K | Buy |
+1,181
| New | +$147K | 0.04% | 222 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$30.3K | – | 510 |
|
|
2022
Q4 | $30.3K | Buy |
+300
| New | +$30.3K | 0.01% | 432 |
|