Cornell Pochily 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
$342K Sell
1,985
-185
-9% -$31.9K 0.11% 138
2025
Q1
$479K Sell
2,170
-85
-4% -$18.8K 0.17% 119
2024
Q4
$463K Sell
2,255
-30
-1% -$6.16K 0.16% 118
2024
Q3
$411K Sell
2,285
-47
-2% -$8.44K 0.14% 127
2024
Q2
$348K Buy
2,332
+3
+0.1% +$447 0.13% 130
2024
Q1
$372K Sell
2,329
-349
-13% -$55.8K 0.15% 126
2023
Q4
$356K Buy
2,678
+57
+2% +$7.57K 0.15% 136
2023
Q3
$296K Buy
2,621
+166
+7% +$18.8K 0.13% 141
2023
Q2
$310K Hold
2,455
0.13% 143
2023
Q1
$277K Sell
2,455
-150
-6% -$17K 0.12% 147
2022
Q4
$263K Buy
2,605
+180
+7% +$18.2K 0.12% 149
2022
Q3
$227K Sell
2,425
-30
-1% -$2.81K 0.1% 151
2022
Q2
$218K Buy
2,455
+200
+9% +$17.8K 0.1% 160
2022
Q1
$229K Buy
+2,255
New +$229K 0.09% 159