Crewe 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 | $316K | Buy |
1,833
+2
| +0.1% | +$345 | 0.04% | 115 |
|
|
2025
Q1 | $404K | Buy |
1,831
+393
| +27% | +$86.8K | 0.06% | 93 |
|
|
2024
Q4 | $295K | Buy |
+1,438
| New | +$295K | 0.04% | 115 |
|
|
2024
Q3 | – | Sell |
-1,608
| Closed | -$240K | – | 814 |
|
|
2024
Q2 | $240K | Buy |
1,608
+209
| +15% | +$31.1K | 0.03% | 159 |
|
|
2024
Q1 | $224K | Buy |
+1,399
| New | +$224K | 0.03% | 157 |
|
|
2023
Q3 | – | Sell |
-1,181
| Closed | -$149K | – | 703 |
|
|
2023
Q2 | $149K | Sell |
1,181
-76
| -6% | -$9.59K | 0.02% | 165 |
|
|
2023
Q1 | $142K | Buy |
1,257
+460
| +58% | +$52K | 0.02% | 192 |
|
|
2022
Q4 | $80.6K | Sell |
797
-1,371
| -63% | -$139K | 0.01% | 246 |
|
|
2022
Q3 | $203K | Buy |
2,168
+96
| +5% | +$8.99K | 0.04% | 145 |
|
|
2022
Q2 | $184K | Buy |
2,072
+1,071
| +107% | +$95.1K | 0.04% | 144 |
|
|
2022
Q1 | $102K | Buy |
1,001
+842
| +530% | +$85.8K | 0.02% | 173 |
|
|
2021
Q4 | $17K | Hold |
159
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $17K | Hold |
159
| – | – | ﹤0.01% | 225 |
|
|
2021
Q2 | $17K | Hold |
159
| – | – | ﹤0.01% | 229 |
|
|
2021
Q1 | $19K | Buy |
159
+33
| +26% | +$3.94K | ﹤0.01% | 226 |
|
|
2020
Q4 | $14K | Buy |
126
+17
| +16% | +$1.89K | 0.01% | 226 |
|
|
2020
Q3 | $11K | Buy |
109
+43
| +65% | +$4.34K | 0.01% | 234 |
|
|
2020
Q2 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 176 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$3K | – | 205 |
|
|
2019
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 214 |
|