Investment Research & Advisory Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
19,582
-478
| -2% | -$82.4K | 1.26% | 24 |
|
|
2025
Q1 | $4.43M | Buy |
20,060
+102
| +0.5% | +$22.5K | 1.85% | 14 |
|
|
2024
Q4 | $4.1M | Buy |
19,958
+89
| +0.4% | +$18.3K | 1.7% | 15 |
|
|
2024
Q3 | $3.57M | Buy |
19,869
+211
| +1% | +$37.9K | 1.51% | 21 |
|
|
2024
Q2 | $2.93M | Buy |
19,658
+441
| +2% | +$65.7K | 1.3% | 22 |
|
|
2024
Q1 | $3.07M | Buy |
19,217
+1,484
| +8% | +$237K | 1.41% | 21 |
|
|
2023
Q4 | $2.36M | Sell |
17,733
-321
| -2% | -$42.6K | 1.2% | 25 |
|
|
2023
Q3 | $2.04M | Buy |
18,054
+451
| +3% | +$50.9K | 1.16% | 27 |
|
|
2023
Q2 | $2.22M | Sell |
17,603
-89
| -0.5% | -$11.2K | 1.29% | 26 |
|
|
2023
Q1 | $2M | Buy |
+17,692
| New | +$2M | 1.28% | 26 |
|