Integrated Advisors Network’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,088
| Closed | -$240K | – | 756 |
|
|
2025
Q1 | $240K | Sell |
1,088
-4,002
| -79% | -$884K | 0.01% | 643 |
|
|
2024
Q4 | $1.05M | Sell |
5,090
-427
| -8% | -$87.7K | 0.05% | 293 |
|
|
2024
Q3 | $991K | Sell |
5,517
-232
| -4% | -$41.7K | 0.05% | 313 |
|
|
2024
Q2 | $857K | Sell |
5,749
-228
| -4% | -$34K | 0.04% | 320 |
|
|
2024
Q1 | $955K | Buy |
5,977
+48
| +0.8% | +$7.67K | 0.05% | 314 |
|
|
2023
Q4 | $788K | Sell |
5,929
-77
| -1% | -$10.2K | 0.04% | 326 |
|
|
2023
Q3 | $678K | Sell |
6,006
-123
| -2% | -$13.9K | 0.04% | 343 |
|
|
2023
Q2 | $773K | Sell |
6,129
-69
| -1% | -$8.7K | 0.04% | 330 |
|
|
2023
Q1 | $701K | Sell |
6,198
-3,407
| -35% | -$385K | 0.04% | 350 |
|
|
2022
Q4 | $971K | Sell |
9,605
-299
| -3% | -$30.2K | 0.06% | 297 |
|
|
2022
Q3 | $927K | Buy |
9,904
+672
| +7% | +$62.9K | 0.06% | 281 |
|
|
2022
Q2 | $821K | Buy |
9,232
+499
| +6% | +$44.4K | 0.05% | 317 |
|
|
2022
Q1 | $885K | Buy |
8,733
+935
| +12% | +$94.8K | 0.05% | 330 |
|
|
2021
Q4 | $809K | Buy |
7,798
+246
| +3% | +$25.5K | 0.05% | 333 |
|
|
2021
Q3 | $819K | Buy |
7,552
+1,330
| +21% | +$144K | 0.05% | 306 |
|
|
2021
Q2 | $665K | Buy |
6,222
+495
| +9% | +$52.9K | 0.05% | 304 |
|
|
2021
Q1 | $682K | Buy |
5,727
+2,867
| +100% | +$341K | 0.06% | 268 |
|
|
2020
Q4 | $326K | Buy |
2,860
+449
| +19% | +$51.2K | 0.04% | 372 |
|
|
2020
Q3 | $248K | Sell |
2,411
-2
| -0.1% | -$206 | 0.03% | 374 |
|
|
2020
Q2 | $235K | Buy |
+2,413
| New | +$235K | 0.03% | 389 |
|
|
2020
Q1 | – | Sell |
-2,150
| Closed | -$249K | – | 397 |
|
|
2019
Q4 | $249K | Buy |
+2,150
| New | +$249K | 0.03% | 360 |
|