Fermata 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 | – | Sell |
-1,617
| Closed | -$357K | – | 247 |
|
|
2025
Q1 | $357K | Buy |
1,617
+294
| +22% | +$64.9K | 0.06% | 201 |
|
|
2024
Q4 | $272K | Buy |
1,323
+128
| +11% | +$26.3K | 0.05% | 215 |
|
|
2024
Q3 | $215K | Buy |
+1,195
| New | +$215K | 0.04% | 227 |
|
|
2024
Q1 | – | Sell |
-2,047
| Closed | -$272K | – | 219 |
|
|
2023
Q4 | $272K | Buy |
2,047
+272
| +15% | +$36.1K | 0.06% | 143 |
|
|
2023
Q3 | $201K | Buy |
+1,775
| New | +$201K | 0.06% | 156 |
|