Eads & Heald Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
14,532
-329
| -2% | -$56.7K | 1.24% | 22 |
|
|
2025
Q1 | $3.28M | Sell |
14,861
-1,722
| -10% | -$380K | 1.67% | 5 |
|
|
2024
Q4 | $3.41M | Sell |
16,583
-1,986
| -11% | -$408K | 1.68% | 6 |
|
|
2024
Q3 | $3.34M | Sell |
18,569
-1,531
| -8% | -$275K | 1.58% | 6 |
|
|
2024
Q2 | $3M | Sell |
20,100
-804
| -4% | -$120K | 1.45% | 10 |
|
|
2024
Q1 | $3.34M | Sell |
20,904
-1,768
| -8% | -$283K | 1.56% | 7 |
|
|
2023
Q4 | $3.01M | Sell |
22,672
-374
| -2% | -$49.7K | 1.45% | 10 |
|
|
2023
Q3 | $2.6M | Sell |
23,046
-506
| -2% | -$57.2K | 1.37% | 15 |
|
|
2023
Q2 | $2.97M | Sell |
23,552
-1,218
| -5% | -$154K | 1.46% | 8 |
|
|
2023
Q1 | $2.8M | Buy |
24,770
+272
| +1% | +$30.7K | 1.39% | 10 |
|
|
2022
Q4 | $2.48M | Buy |
24,498
+385
| +2% | +$38.9K | 1.26% | 25 |
|
|
2022
Q3 | $2.26M | Buy |
24,113
+314
| +1% | +$29.4K | 1.28% | 20 |
|
|
2022
Q2 | $2.12M | Buy |
23,799
+636
| +3% | +$56.6K | 1.14% | 33 |
|
|
2022
Q1 | $2.35M | Sell |
23,163
-36
| -0.2% | -$3.65K | 1.09% | 36 |
|
|
2021
Q4 | $2.41M | Sell |
23,199
-33
| -0.1% | -$3.43K | 1.05% | 38 |
|
|
2021
Q3 | $2.52M | Buy |
23,232
+567
| +3% | +$61.5K | 1.22% | 21 |
|
|
2021
Q2 | $2.42M | Sell |
22,665
-158
| -0.7% | -$16.9K | 1.18% | 23 |
|
|
2021
Q1 | $2.72M | Buy |
22,823
+55
| +0.2% | +$6.55K | 1.4% | 11 |
|
|
2020
Q4 | $2.59M | Buy |
22,768
+156
| +0.7% | +$17.8K | 1.4% | 14 |
|
|
2020
Q3 | $2.33M | Sell |
22,612
-1,524
| -6% | -$157K | 1.39% | 17 |
|
|
2020
Q2 | $2.36M | Sell |
24,136
-647
| -3% | -$63.2K | 1.43% | 12 |
|
|
2020
Q1 | $2.35M | Sell |
24,783
-1,500
| -6% | -$142K | 1.66% | 7 |
|
|
2019
Q4 | $3.04M | Sell |
26,283
-577
| -2% | -$66.7K | 1.61% | 2 |
|
|
2019
Q3 | $2.78M | Sell |
26,860
-2,332
| -8% | -$242K | 1.56% | 2 |
|
|
2019
Q2 | $2.66M | Sell |
29,192
-761
| -3% | -$69.4K | 1.51% | 7 |
|
|
2019
Q1 | $2.64M | Sell |
29,953
-1,630
| -5% | -$144K | 1.53% | 6 |
|
|
2018
Q4 | $2.32M | Sell |
31,583
-927
| -3% | -$68.1K | 1.55% | 5 |
|
|
2018
Q3 | $2.68M | Sell |
32,510
-778
| -2% | -$64.1K | 1.54% | 6 |
|
|
2018
Q2 | $2.47M | Sell |
33,288
-115
| -0.3% | -$8.52K | 1.52% | 5 |
|
|
2018
Q1 | $2.38M | Sell |
33,403
-3,255
| -9% | -$232K | 1.51% | 7 |
|
|
2017
Q4 | $2.4M | Sell |
36,658
-76
| -0.2% | -$4.98K | 1.42% | 8 |
|
|
2017
Q3 | $2.37M | Sell |
36,734
-272
| -0.7% | -$17.5K | 1.47% | 6 |
|
|
2017
Q2 | $2.26M | Sell |
37,006
-1,556
| -4% | -$95.2K | 1.45% | 8 |
|
|
2017
Q1 | $2.22M | Sell |
38,562
-732
| -2% | -$42.2K | 1.43% | 8 |
|
|
2016
Q4 | $2.09M | Sell |
39,294
-554
| -1% | -$29.4K | 1.42% | 7 |
|
|
2016
Q3 | $1.98M | Sell |
39,848
-448
| -1% | -$22.3K | 1.37% | 13 |
|
|
2016
Q2 | $2.19M | Sell |
40,296
-1,508
| -4% | -$82K | 1.51% | 3 |
|
|
2016
Q1 | $2.14M | Sell |
41,804
-4,200
| -9% | -$215K | 1.48% | 4 |
|
|
2015
Q4 | $2.1M | Sell |
46,004
-1,006
| -2% | -$46K | 1.46% | 7 |
|
|
2015
Q3 | $2.04M | Sell |
47,010
-4,520
| -9% | -$196K | 1.45% | 6 |
|
|
2015
Q2 | $2.13M | Sell |
51,530
-3,314
| -6% | -$137K | 1.41% | 7 |
|
|
2015
Q1 | $2.18M | Sell |
54,844
-7,808
| -12% | -$310K | 1.4% | 9 |
|
|
2014
Q4 | $2.22M | Sell |
62,652
-650
| -1% | -$23.1K | 1.41% | 8 |
|
|
2014
Q3 | $2.05M | Sell |
63,302
-4,830
| -7% | -$156K | 1.38% | 14 |
|
|
2014
Q2 | $2.06M | Sell |
68,132
-9,760
| -13% | -$294K | 1.37% | 24 |
|
|
2014
Q1 | $2.21M | Buy |
77,892
+1,924
| +3% | +$54.5K | 1.45% | 16 |
|
|
2013
Q4 | $2.24M | Sell |
75,968
-624
| -0.8% | -$18.4K | 1.49% | 10 |
|
|
2013
Q3 | $1.94M | Sell |
76,592
-2,940
| -4% | -$74.3K | 1.38% | 25 |
|
|
2013
Q2 | $1.74M | Buy |
+79,532
| New | +$1.74M | 1.23% | 36 |
|