Dynamic Advisor 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 | $983K | Buy |
5,703
+495
| +10% | +$85.3K | 0.03% | 467 |
|
|
2025
Q1 | $1.15M | Sell |
5,208
-854
| -14% | -$189K | 0.04% | 388 |
|
|
2024
Q4 | $1.25M | Sell |
6,062
-3,185
| -34% | -$654K | 0.05% | 275 |
|
|
2024
Q3 | $1.66M | Buy |
9,247
+393
| +4% | +$70.6K | 0.05% | 330 |
|
|
2024
Q2 | $1.32M | Buy |
8,854
+336
| +4% | +$50.1K | 0.04% | 386 |
|
|
2024
Q1 | $1.36M | Buy |
8,518
+413
| +5% | +$66K | 0.05% | 374 |
|
|
2023
Q4 | $1.07M | Buy |
8,105
+403
| +5% | +$53.4K | 0.04% | 402 |
|
|
2023
Q3 | $870K | Buy |
7,702
+4,247
| +123% | +$480K | 0.04% | 387 |
|
|
2023
Q2 | $436K | Buy |
3,455
+942
| +37% | +$119K | 0.02% | 531 |
|
|
2023
Q1 | $284K | Sell |
2,513
-254
| -9% | -$28.7K | 0.02% | 603 |
|
|
2022
Q4 | $280K | Buy |
+2,767
| New | +$280K | 0.02% | 571 |
|