IFP 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 | $1.87M | Buy |
10,824
+2,704
| +33% | +$467K | 0.05% | 366 |
|
|
2025
Q1 | $1.79M | Buy |
8,120
+478
| +6% | +$106K | 0.06% | 379 |
|
|
2024
Q4 | $1.57M | Buy |
7,642
+224
| +3% | +$46K | 0.05% | 402 |
|
|
2024
Q3 | $1.33M | Sell |
7,418
-360
| -5% | -$64.7K | 0.05% | 403 |
|
|
2024
Q2 | $1.16M | Buy |
7,778
+301
| +4% | +$44.9K | 0.05% | 403 |
|
|
2024
Q1 | $1.19M | Buy |
7,477
+531
| +8% | +$84.9K | 0.05% | 371 |
|
|
2023
Q4 | $923K | Sell |
6,946
-293
| -4% | -$38.9K | 0.04% | 405 |
|
|
2023
Q3 | $818K | Sell |
7,239
-789
| -10% | -$89.1K | 0.04% | 446 |
|
|
2023
Q2 | $1.01M | Buy |
8,028
+947
| +13% | +$119K | 0.04% | 424 |
|
|
2023
Q1 | $519K | Buy |
7,081
+1,587
| +29% | +$116K | 0.02% | 590 |
|
|
2022
Q4 | $418K | Sell |
5,494
-3,378
| -38% | -$257K | 0.01% | 970 |
|
|
2022
Q3 | $667K | Buy |
8,872
+2,371
| +36% | +$178K | 0.02% | 792 |
|
|
2022
Q2 | $492K | Hold |
6,501
| – | – | 0.02% | 864 |
|
|
2022
Q1 | $492K | Buy |
6,501
+4,096
| +170% | +$310K | 0.02% | 864 |
|
|
2021
Q4 | $256K | Buy |
2,405
+433
| +22% | +$46.1K | 0.01% | 837 |
|
|
2021
Q3 | $219K | Sell |
1,972
-169
| -8% | -$18.8K | ﹤0.01% | 879 |
|
|
2021
Q2 | $228K | Sell |
2,141
-837
| -28% | -$89.1K | ﹤0.01% | 843 |
|
|
2021
Q1 | $355K | Buy |
2,978
+817
| +38% | +$97.4K | 0.01% | 620 |
|
|
2020
Q4 | $245K | Buy |
2,161
+109
| +5% | +$12.4K | 0.01% | 726 |
|
|
2020
Q3 | $210K | Buy |
2,052
+331
| +19% | +$33.9K | 0.01% | 688 |
|
|
2020
Q2 | $167K | Sell |
1,721
-858
| -33% | -$83.3K | 0.01% | 740 |
|
|
2020
Q1 | $249K | Sell |
2,579
-876
| -25% | -$84.6K | 0.03% | 508 |
|
|
2019
Q4 | $404K | Buy |
3,455
+255
| +8% | +$29.8K | 0.03% | 471 |
|
|
2019
Q3 | $331K | Buy |
+3,200
| New | +$331K | 0.02% | 598 |
|
|
2019
Q1 | $2K | Sell |
20
-1,319
| -99% | -$132K | ﹤0.01% | 2076 |
|
|
2018
Q4 | $98K | Sell |
1,339
-1,678
| -56% | -$123K | 0.01% | 1200 |
|
|
2018
Q3 | $249K | Buy |
3,017
+2,108
| +232% | +$174K | 0.01% | 957 |
|
|
2018
Q2 | $67K | Buy |
909
+627
| +222% | +$46.2K | ﹤0.01% | 1719 |
|
|
2018
Q1 | $37K | Sell |
282
-282
| -50% | -$37K | ﹤0.01% | 1991 |
|
|
2017
Q4 | $37K | Sell |
564
-606
| -52% | -$39.8K | ﹤0.01% | 1985 |
|
|
2017
Q3 | $75K | Sell |
1,170
-122
| -9% | -$7.82K | ﹤0.01% | 1712 |
|
|
2017
Q2 | $79K | Buy |
1,292
+34
| +3% | +$2.08K | ﹤0.01% | 1657 |
|
|
2017
Q1 | $73K | Sell |
1,258
-1,006
| -44% | -$58.4K | ﹤0.01% | 1690 |
|
|
2016
Q4 | $120K | Sell |
2,264
-90
| -4% | -$4.77K | 0.01% | 1331 |
|
|
2016
Q3 | $117K | Buy |
2,354
+800
| +51% | +$39.8K | 0.01% | 1280 |
|
|
2016
Q2 | $84K | Buy |
1,554
+1,514
| +3,785% | +$81.8K | ﹤0.01% | 1433 |
|
|
2016
Q1 | $2K | Sell |
40
-1,452
| -97% | -$72.6K | ﹤0.01% | 2076 |
|
|
2015
Q4 | $68K | Buy |
+1,492
| New | +$68K | ﹤0.01% | 1411 |
|