CVA Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
2,640
-69
| -3% | -$11.9K | 0.06% | 179 |
|
|
2025
Q1 | $598K | Buy |
2,709
+65
| +2% | +$14.4K | 0.09% | 140 |
|
|
2024
Q4 | $543K | Buy |
2,644
+65
| +3% | +$13.4K | 0.09% | 148 |
|
|
2024
Q3 | $463K | Buy |
2,579
+11
| +0.4% | +$1.98K | 0.08% | 158 |
|
|
2024
Q2 | $383K | Buy |
2,568
+25
| +1% | +$3.73K | 0.07% | 164 |
|
|
2024
Q1 | $406K | Buy |
2,543
+3
| +0.1% | +$479 | 0.07% | 169 |
|
|
2023
Q4 | $337K | Hold |
2,540
| – | – | 0.07% | 173 |
|
|
2023
Q3 | $287K | Hold |
2,540
| – | – | 0.07% | 176 |
|
|
2023
Q2 | $320K | Sell |
2,540
-14
| -0.5% | -$1.77K | 0.07% | 166 |
|
|
2023
Q1 | $289K | Buy |
2,554
+149
| +6% | +$16.8K | 0.06% | 174 |
|
|
2022
Q4 | $243K | Sell |
2,405
-485
| -17% | -$49K | 0.06% | 176 |
|
|
2022
Q3 | $270K | Buy |
2,890
+1,255
| +77% | +$117K | 0.07% | 147 |
|
|
2022
Q2 | $145K | Sell |
1,635
-545
| -25% | -$48.3K | 0.04% | 195 |
|
|
2022
Q1 | $221K | Buy |
2,180
+280
| +15% | +$28.4K | 0.05% | 169 |
|
|
2021
Q4 | $197K | Buy |
+1,900
| New | +$197K | 0.05% | 168 |
|
|
2021
Q3 | – | Sell |
-1,600
| Closed | -$171K | – | 533 |
|
|
2021
Q2 | $171K | Buy |
1,600
+1,360
| +567% | +$145K | 0.05% | 171 |
|
|
2021
Q1 | $29K | Buy |
+240
| New | +$29K | 0.01% | 342 |
|