Foundations Investment 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 | $521K | Sell |
3,023
-1,537
| -34% | -$265K | 0.01% | 566 |
|
|
2025
Q1 | $1.01M | Sell |
4,560
-18
| -0.4% | -$3.98K | 0.02% | 405 |
|
|
2024
Q4 | $940K | Sell |
4,578
-82
| -2% | -$16.8K | 0.02% | 412 |
|
|
2024
Q3 | $837K | Buy |
4,660
+165
| +4% | +$29.6K | 0.02% | 395 |
|
|
2024
Q2 | $670K | Buy |
4,495
+54
| +1% | +$8.05K | 0.02% | 431 |
|
|
2024
Q1 | $710K | Buy |
4,441
+247
| +6% | +$39.5K | 0.02% | 392 |
|
|
2023
Q4 | $604K | Sell |
4,194
-401
| -9% | -$57.7K | 0.02% | 395 |
|
|
2023
Q3 | $519K | Buy |
4,595
+107
| +2% | +$12.1K | 0.02% | 377 |
|
|
2023
Q2 | $566K | Sell |
4,488
-228
| -5% | -$28.8K | 0.02% | 340 |
|
|
2023
Q1 | $533K | Sell |
4,716
-905
| -16% | -$102K | 0.02% | 312 |
|
|
2022
Q4 | $568K | Sell |
5,621
-3,318
| -37% | -$335K | 0.02% | 262 |
|
|
2022
Q3 | $836K | Sell |
8,939
-2,381
| -21% | -$223K | 0.04% | 187 |
|
|
2022
Q2 | $1.06M | Buy |
11,320
+505
| +5% | +$47.4K | 0.04% | 139 |
|
|
2022
Q1 | $1.08M | Buy |
10,815
+363
| +3% | +$36.2K | 0.04% | 122 |
|
|
2021
Q4 | $1.13M | Buy |
10,452
+507
| +5% | +$55K | 0.04% | 115 |
|
|
2021
Q3 | $1.07M | Buy |
9,945
+3,215
| +48% | +$347K | 0.05% | 107 |
|
|
2021
Q2 | $733K | Buy |
6,730
+746
| +12% | +$81.3K | 0.04% | 121 |
|
|
2021
Q1 | $737K | Buy |
5,984
+693
| +13% | +$85.4K | 0.04% | 103 |
|
|
2020
Q4 | $618K | Buy |
5,291
+2,941
| +125% | +$344K | 0.04% | 105 |
|
|
2020
Q3 | $239K | Sell |
2,350
-1,349
| -36% | -$137K | 0.05% | 150 |
|
|
2020
Q2 | $363K | Buy |
+3,699
| New | +$363K | 0.03% | 120 |
|