Farther Finance 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 | $2.18M | Buy |
12,665
+3,685
| +41% | +$635K | 0.04% | 336 |
|
|
2025
Q1 | $1.99M | Buy |
8,980
+1,411
| +19% | +$313K | 0.05% | 301 |
|
|
2024
Q4 | $1.55M | Sell |
7,569
-213
| -3% | -$43.8K | 0.06% | 262 |
|
|
2024
Q3 | $1.4M | Buy |
7,782
+326
| +4% | +$58.6K | 0.05% | 266 |
|
|
2024
Q2 | $1.1M | Buy |
7,456
+5,381
| +259% | +$792K | 0.05% | 284 |
|
|
2024
Q1 | $329K | Buy |
2,075
+836
| +67% | +$133K | 0.02% | 508 |
|
|
2023
Q4 | $165K | Buy |
1,239
+762
| +160% | +$101K | 0.01% | 620 |
|
|
2023
Q3 | $53.9K | Buy |
477
+149
| +45% | +$16.8K | 0.01% | 749 |
|
|
2023
Q2 | $41.4K | Buy |
328
+36
| +12% | +$4.54K | 0.01% | 734 |
|
|
2023
Q1 | $33K | Buy |
292
+8
| +3% | +$904 | 0.01% | 737 |
|
|
2022
Q4 | $28.7K | Buy |
+284
| New | +$28.7K | 0.01% | 623 |
|