FDx 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 | $207K | Buy |
1,200
+43
| +4% | +$7.42K | 0.06% | 172 |
|
|
2025
Q1 | $256K | Sell |
1,157
-201
| -15% | -$44.5K | 0.08% | 146 |
|
|
2024
Q4 | $279K | Sell |
1,358
-55
| -4% | -$11.3K | 0.08% | 140 |
|
|
2024
Q3 | $254K | Sell |
1,413
-136
| -9% | -$24.4K | 0.07% | 171 |
|
|
2024
Q2 | $231K | Sell |
1,549
-1,005
| -39% | -$150K | 0.06% | 180 |
|
|
2024
Q1 | $408K | Buy |
2,554
+122
| +5% | +$19.5K | 0.06% | 232 |
|
|
2023
Q4 | $323K | Sell |
2,432
-57
| -2% | -$7.57K | 0.03% | 505 |
|
|
2023
Q3 | $281K | Sell |
2,489
-1,401
| -36% | -$158K | 0.02% | 497 |
|
|
2023
Q2 | $491K | Sell |
3,890
-4,293
| -52% | -$542K | 0.03% | 458 |
|
|
2023
Q1 | $827K | Hold |
8,183
| – | – | 0.04% | 335 |
|
|
2022
Q4 | $827K | Buy |
8,183
+467
| +6% | +$47.2K | 0.04% | 335 |
|
|
2022
Q3 | $722K | Buy |
7,716
+4,949
| +179% | +$463K | 0.03% | 337 |
|
|
2022
Q2 | $246K | Buy |
2,767
+143
| +5% | +$12.7K | 0.01% | 700 |
|
|
2022
Q1 | $266K | Buy |
2,624
+28
| +1% | +$2.84K | 0.01% | 699 |
|
|
2021
Q4 | $269K | Sell |
2,596
-223
| -8% | -$23.1K | 0.01% | 741 |
|
|
2021
Q3 | $306K | Buy |
+2,819
| New | +$306K | 0.01% | 661 |
|
|
2021
Q2 | – | Sell |
-3,209
| Closed | -$382K | – | 828 |
|
|
2021
Q1 | $382K | Buy |
3,209
+43
| +1% | +$5.12K | 0.01% | 548 |
|
|
2020
Q4 | $360K | Buy |
+3,166
| New | +$360K | 0.01% | 520 |
|
|
2020
Q3 | – | Sell |
-12,095
| Closed | -$1.18M | – | 633 |
|
|
2020
Q2 | $1.18M | Sell |
12,095
-2,682
| -18% | -$262K | 0.06% | 202 |
|
|
2020
Q1 | $1.4M | Buy |
14,777
+4,937
| +50% | +$469K | 0.09% | 158 |
|
|
2019
Q4 | $1.14M | Buy |
9,840
+1,511
| +18% | +$175K | 0.06% | 210 |
|
|
2019
Q3 | $863K | Sell |
8,329
-8,312
| -50% | -$861K | 0.06% | 243 |
|
|
2019
Q2 | $1.52M | Buy |
16,641
+2,938
| +21% | +$268K | 0.06% | 237 |
|
|
2019
Q1 | $1.21M | Buy |
13,703
+9,014
| +192% | +$796K | 0.05% | 253 |
|
|
2018
Q4 | $345K | Sell |
4,689
-7,367
| -61% | -$542K | 0.03% | 382 |
|
|
2018
Q3 | $993K | Buy |
12,056
+2,765
| +30% | +$228K | 0.04% | 343 |
|
|
2018
Q2 | $688K | Sell |
9,291
-3,734
| -29% | -$277K | 0.02% | 454 |
|
|
2018
Q1 | $929K | Sell |
13,025
-867
| -6% | -$61.8K | 0.03% | 535 |
|
|
2017
Q4 | $911K | Sell |
13,892
-384
| -3% | -$25.2K | 0.02% | 574 |
|
|
2017
Q3 | $921K | Buy |
14,276
+64
| +0.5% | +$4.13K | 0.03% | 552 |
|
|
2017
Q2 | $869K | Sell |
14,212
-3,696
| -21% | -$226K | 0.03% | 563 |
|
|
2017
Q1 | $1.03M | Sell |
17,908
-2,598
| -13% | -$150K | 0.03% | 519 |
|
|
2016
Q4 | $1.09M | Buy |
20,506
+2,922
| +17% | +$155K | 0.03% | 498 |
|
|
2016
Q3 | $875K | Sell |
17,584
-88
| -0.5% | -$4.38K | 0.04% | 427 |
|
|
2016
Q2 | $961K | Buy |
17,672
+1,034
| +6% | +$56.2K | 0.04% | 379 |
|
|
2016
Q1 | $853K | Buy |
16,638
+1,392
| +9% | +$71.4K | 0.04% | 415 |
|
|
2015
Q4 | $697K | Buy |
15,246
+7,582
| +99% | +$347K | 0.03% | 458 |
|
|
2015
Q3 | $332K | Sell |
7,664
-240
| -3% | -$10.4K | 0.03% | 587 |
|
|
2015
Q2 | $327K | Buy |
+7,904
| New | +$327K | 0.02% | 717 |
|
|
2014
Q3 | – | Sell |
-10,032
| Closed | -$303K | – | 965 |
|
|
2014
Q2 | $303K | Buy |
+10,032
| New | +$303K | 0.02% | 780 |
|