ICW 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 | $1.89M | Buy |
10,954
+306
| +3% | +$52.8K | 0.75% | 51 |
|
|
2025
Q1 | $2.35M | Buy |
10,648
+77
| +0.7% | +$17K | 0.96% | 38 |
|
|
2024
Q4 | $2.17M | Buy |
10,571
+473
| +5% | +$97.2K | 0.91% | 42 |
|
|
2024
Q3 | $1.81M | Buy |
10,098
+134
| +1% | +$24.1K | 0.76% | 55 |
|
|
2024
Q2 | $1.49M | Sell |
9,964
-212
| -2% | -$31.6K | 0.67% | 58 |
|
|
2024
Q1 | $1.63M | Buy |
10,176
+367
| +4% | +$58.7K | 0.72% | 58 |
|
|
2023
Q4 | $1.3M | Buy |
9,809
+307
| +3% | +$40.8K | 0.63% | 64 |
|
|
2023
Q3 | $1.07M | Buy |
9,502
+589
| +7% | +$66.5K | 0.58% | 71 |
|
|
2023
Q2 | $1.12M | Buy |
8,913
+219
| +3% | +$27.6K | 0.6% | 72 |
|
|
2023
Q1 | $983K | Buy |
8,694
+319
| +4% | +$36.1K | 0.56% | 74 |
|
|
2022
Q4 | $847K | Buy |
8,375
+86
| +1% | +$8.69K | 0.51% | 77 |
|
|
2022
Q3 | $776K | Buy |
8,289
+1
| +0% | +$94 | 0.52% | 78 |
|
|
2022
Q2 | $737K | Buy |
8,288
+13
| +0.2% | +$1.16K | 0.47% | 82 |
|
|
2022
Q1 | $839K | Buy |
8,275
+106
| +1% | +$10.7K | 0.48% | 81 |
|
|
2021
Q4 | $848K | Buy |
8,169
+694
| +9% | +$72K | 0.47% | 81 |
|
|
2021
Q3 | $811K | Buy |
7,475
+707
| +10% | +$76.7K | 0.52% | 77 |
|
|
2021
Q2 | $723K | Buy |
6,768
+106
| +2% | +$11.3K | 0.47% | 81 |
|
|
2021
Q1 | $793K | Buy |
6,662
+101
| +2% | +$12K | 0.54% | 74 |
|
|
2020
Q4 | $741K | Sell |
6,561
-232
| -3% | -$26.2K | 0.53% | 76 |
|
|
2020
Q3 | $700K | Buy |
6,793
+135
| +2% | +$13.9K | 0.52% | 77 |
|
|
2020
Q2 | $650K | Buy |
6,658
+435
| +7% | +$42.5K | 0.53% | 79 |
|
|
2020
Q1 | $591K | Buy |
6,223
+210
| +3% | +$19.9K | 0.56% | 74 |
|
|
2019
Q4 | $695K | Buy |
+6,013
| New | +$695K | 0.56% | 72 |
|