IDA
Intelligence Driven Advisers’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
7,676
-60
| -0.8% | -$10.3K | 0.2% | 42 |
|
|
2025
Q1 | $1.71M | Sell |
7,736
-37
| -0.5% | -$8.17K | 0.33% | 27 |
|
|
2024
Q4 | $1.6M | Sell |
7,773
-20
| -0.3% | -$4.11K | 0.3% | 31 |
|
|
2024
Q3 | $1.4M | Buy |
7,793
+112
| +1% | +$20.1K | 0.2% | 35 |
|
|
2024
Q2 | $1.14M | Buy |
7,681
+16
| +0.2% | +$2.39K | 0.16% | 39 |
|
|
2024
Q1 | $1.23M | Sell |
7,665
-1,000
| -12% | -$160K | 0.18% | 37 |
|
|
2023
Q4 | $1.23M | Hold |
8,665
| – | – | 0.2% | 31 |
|
|
2023
Q3 | $979K | Hold |
8,665
| – | – | 0.17% | 34 |
|
|
2023
Q2 | $1.09M | Hold |
8,665
| – | – | 0.19% | 40 |
|
|
2023
Q1 | $973K | Hold |
8,665
| – | – | 0.18% | 42 |
|
|
2022
Q4 | $885K | Hold |
8,665
| – | – | 0.16% | 44 |
|
|
2022
Q3 | $859K | Sell |
8,665
-7
| -0.1% | -$694 | 0.17% | 61 |
|
|
2022
Q2 | $814K | Buy |
8,672
+7
| +0.1% | +$657 | 0.16% | 61 |
|
|
2022
Q1 | $873K | Hold |
8,665
| – | – | 0.16% | 55 |
|
|
2021
Q4 | $876K | Buy |
+8,665
| New | +$876K | 0.16% | 50 |
|
|
2021
Q1 | – | Sell |
-9,727
| Closed | -$1.11M | – | 78 |
|
|
2020
Q4 | $1.11M | Sell |
9,727
-1,376
| -12% | -$157K | 0.25% | 42 |
|
|
2020
Q3 | $1.14M | Sell |
11,103
-277
| -2% | -$28.5K | 0.27% | 33 |
|
|
2020
Q2 | $1.11M | Sell |
11,380
-122
| -1% | -$11.9K | 0.39% | 41 |
|
|
2020
Q1 | $1.09M | Sell |
11,502
-223
| -2% | -$21.2K | 0.51% | 38 |
|
|
2019
Q4 | $1.36M | Sell |
11,725
-991
| -8% | -$115K | 0.62% | 33 |
|
|
2019
Q3 | $1.32M | Buy |
12,716
+1,022
| +9% | +$106K | 0.62% | 32 |
|
|
2019
Q2 | $1.07M | Hold |
11,694
| – | – | 0.51% | 36 |
|
|
2019
Q1 | $1.03M | Sell |
11,694
-39
| -0.3% | -$3.44K | 0.56% | 33 |
|
|
2018
Q4 | $862K | Buy |
+11,733
| New | +$862K | 0.55% | 38 |
|