Drake & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
5,969
+1,363
| +30% | +$235K | 0.25% | 46 |
|
|
2025
Q1 | $1.02M | Buy |
4,606
+710
| +18% | +$157K | 0.29% | 42 |
|
|
2024
Q4 | $896K | Buy |
3,896
+1,320
| +51% | +$304K | 0.26% | 43 |
|
|
2024
Q3 | $463K | Buy |
2,576
+589
| +30% | +$106K | 0.15% | 55 |
|
|
2024
Q2 | $296K | Buy |
+1,987
| New | +$296K | 0.11% | 60 |
|
|
2023
Q4 | – | Sell |
-3,497
| Closed | -$395K | – | 76 |
|
|
2023
Q3 | $395K | Sell |
3,497
-20
| -0.6% | -$2.26K | 0.18% | 51 |
|
|
2023
Q2 | $444K | Buy |
3,517
+623
| +22% | +$78.6K | 0.2% | 35 |
|
|
2023
Q1 | $327K | Buy |
2,894
+145
| +5% | +$16.4K | 0.16% | 52 |
|
|
2022
Q4 | $278K | Buy |
+2,749
| New | +$278K | 0.15% | 56 |
|