Independent Advisor Alliance’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
13,061
+261
| +2% | +$45K | 0.06% | 253 |
|
|
2025
Q1 | $2.83M | Buy |
12,800
+1,020
| +9% | +$225K | 0.09% | 203 |
|
|
2024
Q4 | $2.42M | Buy |
11,780
+1,966
| +20% | +$404K | 0.03% | 462 |
|
|
2024
Q3 | $1.76M | Sell |
9,814
-127
| -1% | -$22.8K | 0.06% | 243 |
|
|
2024
Q2 | $1.48M | Buy |
9,941
+1,591
| +19% | +$237K | 0.05% | 266 |
|
|
2024
Q1 | $1.33M | Buy |
8,350
+279
| +3% | +$44.6K | 0.05% | 278 |
|
|
2023
Q4 | $1.07M | Sell |
8,071
-9
| -0.1% | -$1.2K | 0.04% | 297 |
|
|
2023
Q3 | $913K | Buy |
8,080
+2,309
| +40% | +$261K | 0.04% | 308 |
|
|
2023
Q2 | $728K | Buy |
5,771
+170
| +3% | +$21.4K | 0.03% | 348 |
|
|
2023
Q1 | $633K | Buy |
+5,601
| New | +$633K | 0.03% | 372 |
|
|
2022
Q4 | – | Sell |
-4,882
| Closed | -$457K | – | 498 |
|
|
2022
Q3 | $457K | Buy |
4,882
+1
| +0% | +$94 | 0.03% | 394 |
|
|
2022
Q2 | $434K | Sell |
4,881
-796
| -14% | -$70.8K | 0.02% | 405 |
|
|
2022
Q1 | $576K | Sell |
5,677
-1,649
| -23% | -$167K | 0.03% | 363 |
|
|
2021
Q4 | $760K | Buy |
7,326
+1,145
| +19% | +$119K | 0.04% | 313 |
|
|
2021
Q3 | $671K | Buy |
6,181
+136
| +2% | +$14.8K | 0.04% | 321 |
|
|
2021
Q2 | $646K | Buy |
6,045
+1,617
| +37% | +$173K | 0.04% | 336 |
|
|
2021
Q1 | $527K | Buy |
4,428
+57
| +1% | +$6.78K | 0.03% | 359 |
|
|
2020
Q4 | $498K | Buy |
4,371
+484
| +12% | +$55.1K | 0.03% | 342 |
|
|
2020
Q3 | $401K | Sell |
3,887
-25
| -0.6% | -$2.58K | 0.03% | 335 |
|
|
2020
Q2 | $382K | Buy |
3,912
+44
| +1% | +$4.3K | 0.04% | 321 |
|
|
2020
Q1 | $367K | Buy |
3,868
+1,017
| +36% | +$96.5K | 0.05% | 246 |
|
|
2019
Q4 | $330K | Buy |
2,851
+94
| +3% | +$10.9K | 0.01% | 651 |
|
|
2019
Q3 | $286K | Buy |
2,757
+9
| +0.3% | +$934 | 0.03% | 345 |
|
|
2019
Q2 | $251K | Buy |
2,748
+15
| +0.5% | +$1.37K | 0.04% | 331 |
|
|
2019
Q1 | $241K | Buy |
+2,733
| New | +$241K | 0.03% | 358 |
|
|
2018
Q4 | – | Sell |
-2,655
| Closed | -$216K | – | 417 |
|
|
2018
Q3 | $216K | Buy |
+2,655
| New | +$216K | 0.04% | 317 |
|