GHP 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 | $147K | Hold |
854
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $189K | Sell |
854
-63
| -7% | -$13.9K | 0.01% | 381 |
|
|
2024
Q4 | $188K | Sell |
917
-17
| -2% | -$3.49K | 0.01% | 379 |
|
|
2024
Q3 | $168K | Buy |
934
+346
| +59% | +$62.2K | 0.01% | 401 |
|
|
2024
Q2 | $87.6K | Buy |
588
+81
| +16% | +$12.1K | ﹤0.01% | 441 |
|
|
2024
Q1 | $81K | Sell |
507
-77
| -13% | -$12.3K | ﹤0.01% | 449 |
|
|
2023
Q4 | $77.6K | Sell |
584
-146
| -20% | -$19.4K | ﹤0.01% | 447 |
|
|
2023
Q3 | $82.1K | Hold |
730
| – | – | 0.01% | 444 |
|
|
2023
Q2 | $91.7K | Hold |
730
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $82.5K | Hold |
730
| – | – | 0.01% | 449 |
|
|
2022
Q4 | $73.8K | Sell |
730
-54
| -7% | -$5.46K | 0.01% | 460 |
|
|
2022
Q3 | $73K | Buy |
784
+410
| +110% | +$38.2K | 0.01% | 452 |
|
|
2022
Q2 | $33K | Sell |
374
-226
| -38% | -$19.9K | ﹤0.01% | 524 |
|
|
2022
Q1 | $61K | Buy |
+600
| New | +$61K | ﹤0.01% | 471 |
|