Geller Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $536K | Sell |
2,610
-72
| -3% | -$14.8K | 0.04% | 124 |
|
|
2024
Q3 | $482K | Sell |
2,682
-722
| -21% | -$130K | 0.03% | 143 |
|
|
2024
Q2 | $507K | Sell |
3,404
-38
| -1% | -$5.66K | 0.04% | 139 |
|
|
2024
Q1 | $550K | Buy |
3,442
+79
| +2% | +$12.6K | 0.04% | 126 |
|
|
2023
Q4 | $447K | Buy |
3,363
+22
| +0.7% | +$2.92K | 0.04% | 147 |
|
|
2023
Q3 | $377K | Sell |
3,341
-37
| -1% | -$4.18K | 0.04% | 155 |
|
|
2023
Q2 | $426K | Buy |
3,378
+543
| +19% | +$68.5K | 0.05% | 145 |
|
|
2023
Q1 | $320K | Buy |
2,835
+365
| +15% | +$41.3K | 0.05% | 115 |
|
|
2022
Q4 | $250K | Buy |
2,470
+33
| +1% | +$3.34K | 0.04% | 119 |
|
|
2022
Q3 | $228K | Buy |
+2,437
| New | +$228K | 0.05% | 112 |
|
|
2022
Q2 | – | Sell |
-2,012
| Closed | -$204K | – | 146 |
|
|
2022
Q1 | $204K | Sell |
2,012
-78
| -4% | -$7.91K | 0.04% | 166 |
|
|
2021
Q4 | $217K | Buy |
2,090
+3
| +0.1% | +$311 | 0.04% | 164 |
|
|
2021
Q3 | $226K | Buy |
+2,087
| New | +$226K | 0.05% | 134 |
|