Heritage Wealth 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 | $605K | Sell |
3,508
-8
| -0.2% | -$1.38K | 0.03% | 115 |
|
|
2025
Q1 | $776K | Sell |
3,516
-3
| -0.1% | -$662 | 0.04% | 94 |
|
|
2024
Q4 | $723K | Sell |
3,519
-45
| -1% | -$9.24K | 0.04% | 108 |
|
|
2024
Q3 | $640K | Buy |
3,564
+14
| +0.4% | +$2.52K | 0.03% | 125 |
|
|
2024
Q2 | $529K | Hold |
3,550
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $567K | Hold |
3,550
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $472K | Hold |
3,550
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $401K | Sell |
3,550
-278
| -7% | -$31.4K | 0.02% | 144 |
|
|
2023
Q2 | $483K | Buy |
3,828
+28
| +0.7% | +$3.53K | 0.03% | 137 |
|
|
2023
Q1 | $430K | Hold |
3,800
| – | – | 0.02% | 140 |
|
|
2022
Q4 | $384K | Hold |
3,800
| – | – | 0.02% | 152 |
|
|
2022
Q3 | $356K | Buy |
3,800
+3,000
| +375% | +$281K | 0.03% | 149 |
|
|
2022
Q2 | $71K | Hold |
800
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $81K | Hold |
800
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $83K | Hold |
800
| – | – | ﹤0.01% | 280 |
|
|
2021
Q3 | $86.8K | Hold |
800
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $85.5K | Hold |
800
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $95.2K | Buy |
+800
| New | +$95.2K | 0.01% | 271 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$3.24K | – | 490 |
|
|
2019
Q4 | $3.24K | Buy |
+28
| New | +$3.24K | ﹤0.01% | 483 |
|