Integral 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 | $1.45M | Buy |
8,405
+90
| +1% | +$15.5K | 0.41% | 49 |
|
2025
Q1 | $1.84M | Sell |
8,315
-37
| -0.4% | -$8.17K | 0.59% | 33 |
|
2024
Q4 | $1.72M | Sell |
8,352
-84
| -1% | -$17.3K | 0.56% | 34 |
|
2024
Q3 | $1.52M | Buy |
8,436
+236
| +3% | +$42.4K | 0.51% | 40 |
|
2024
Q2 | $1.22M | Buy |
8,200
+1,685
| +26% | +$251K | 0.45% | 46 |
|
2024
Q1 | $1.04M | Buy |
6,515
+726
| +13% | +$116K | 0.43% | 45 |
|
2023
Q4 | $769K | Sell |
5,789
-48
| -0.8% | -$6.38K | 0.49% | 44 |
|
2023
Q3 | $659K | Buy |
5,837
+30
| +0.5% | +$3.39K | 0.46% | 46 |
|
2023
Q2 | $733K | Sell |
5,807
-21
| -0.4% | -$2.65K | 0.49% | 39 |
|
2023
Q1 | $659K | Sell |
5,828
-340
| -6% | -$38.4K | 0.47% | 38 |
|
2022
Q4 | $623K | Buy |
6,168
+158
| +3% | +$16K | 0.48% | 40 |
|
2022
Q3 | $562K | Buy |
6,010
+159
| +3% | +$14.9K | 0.46% | 52 |
|
2022
Q2 | $521K | Sell |
5,851
-451
| -7% | -$40.2K | 0.44% | 52 |
|
2022
Q1 | $639K | Buy |
6,302
+788
| +14% | +$79.9K | 0.4% | 58 |
|
2021
Q4 | $572K | Buy |
+5,514
| New | +$572K | 0.41% | 53 |
|