First National Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
24,401
+2,608
| +12% | +$450K | 0.62% | 40 |
|
|
2025
Q1 | $4.81M | Sell |
21,793
-376
| -2% | -$83K | 0.77% | 25 |
|
|
2024
Q4 | $4.55M | Buy |
22,169
+562
| +3% | +$115K | 0.74% | 34 |
|
|
2024
Q3 | $3.88M | Sell |
21,607
-3,672
| -15% | -$660K | 0.62% | 44 |
|
|
2024
Q2 | $3.77M | Buy |
25,279
+237
| +0.9% | +$35.3K | 0.69% | 42 |
|
|
2024
Q1 | $3.64M | Buy |
25,042
+4,137
| +20% | +$602K | 0.82% | 32 |
|
|
2023
Q4 | $2.78M | Buy |
20,905
+5,960
| +40% | +$792K | 0.8% | 31 |
|
|
2023
Q3 | $1.69M | Buy |
14,945
+5,328
| +55% | +$602K | 0.75% | 38 |
|
|
2023
Q2 | $1.21M | Buy |
9,617
+1,928
| +25% | +$243K | 1.12% | 25 |
|
|
2023
Q1 | $869K | Buy |
7,689
+342
| +5% | +$38.7K | 0.99% | 36 |
|
|
2022
Q4 | $743K | Buy |
7,347
+786
| +12% | +$79.5K | 0.95% | 39 |
|
|
2022
Q3 | $614K | Buy |
+6,561
| New | +$614K | 0.91% | 38 |
|