FDx Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $827K | Hold |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $863K | Sell |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $993K | Buy |
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|
2018
Q2 | $688K | Sell |
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|
2018
Q1 | $929K | Sell |
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|
2017
Q4 | $911K | Sell |
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|
2017
Q3 | $921K | Buy |
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|
2017
Q2 | $869K | Sell |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $875K | Sell |
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|
2016
Q2 | $961K | Buy |
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|
2016
Q1 | $853K | Buy |
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|
2015
Q4 | $697K | Buy |
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|
2015
Q3 | $332K | Sell |
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|
2015
Q2 | $327K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $303K | Buy |
|