Financial Advocates Investment 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 | $1.07M | Sell |
6,187
-211
| -3% | -$36.4K | 0.09% | 216 |
|
|
2025
Q1 | $1.41M | Buy |
6,398
+68
| +1% | +$15K | 0.1% | 216 |
|
|
2024
Q4 | $1.3M | Sell |
6,330
-45
| -0.7% | -$9.24K | 0.07% | 243 |
|
|
2024
Q3 | $1.15M | Sell |
6,375
-54
| -0.8% | -$9.7K | 0.06% | 283 |
|
|
2024
Q2 | $958K | Sell |
6,429
-2,456
| -28% | -$366K | 0.06% | 299 |
|
|
2024
Q1 | $1.42M | Sell |
8,885
-1,075
| -11% | -$172K | 0.08% | 239 |
|
|
2023
Q4 | $1.32M | Buy |
+9,960
| New | +$1.32M | 0.09% | 235 |
|
|
2023
Q3 | – | Sell |
-9,902
| Closed | -$1.24M | – | 707 |
|
|
2023
Q2 | $1.24M | Buy |
+9,902
| New | +$1.24M | 0.09% | 229 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 761 |
|
|
2022
Q4 | – | Sell |
-19,108
| Closed | -$562K | – | 790 |
|
|
2022
Q3 | $562K | Buy |
19,108
+4,774
| +33% | +$140K | 0.05% | 376 |
|
|
2022
Q2 | $1.28M | Buy |
14,334
+459
| +3% | +$40.8K | 0.1% | 224 |
|
|
2022
Q1 | $1.41M | Sell |
13,875
-4
| -0% | -$406 | 0.09% | 237 |
|
|
2021
Q4 | $1.45M | Sell |
13,879
-347
| -2% | -$36.2K | 0.09% | 249 |
|
|
2021
Q3 | $1.58M | Buy |
+14,226
| New | +$1.58M | 0.11% | 228 |
|
|
2021
Q2 | – | Sell |
-14,480
| Closed | -$1.72M | – | 754 |
|
|
2021
Q1 | $1.72M | Buy |
14,480
+59
| +0.4% | +$7.02K | 0.12% | 195 |
|
|
2020
Q4 | $1.66M | Buy |
+14,421
| New | +$1.66M | 0.11% | 205 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 632 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 597 |
|