IVC Wealth 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 | $297K | Buy |
1,722
+3
| +0.2% | +$517 | 0.14% | 125 |
|
|
2025
Q1 | $380K | Buy |
1,719
+4
| +0.2% | +$883 | 0.2% | 100 |
|
|
2024
Q4 | $352K | Sell |
1,715
-1
| -0.1% | -$205 | 0.2% | 97 |
|
|
2024
Q3 | $308K | Buy |
1,716
+5
| +0.3% | +$898 | 0.17% | 120 |
|
|
2024
Q2 | $255K | Buy |
1,711
+1
| +0.1% | +$149 | 0.14% | 138 |
|
|
2024
Q1 | $273K | Buy |
1,710
+10
| +0.6% | +$1.6K | 0.16% | 133 |
|
|
2023
Q4 | $226K | Buy |
+1,700
| New | +$226K | 0.14% | 139 |
|
|
2023
Q3 | – | Sell |
-1,722
| Closed | -$217K | – | 157 |
|
|
2023
Q2 | $217K | Buy |
+1,722
| New | +$217K | 0.14% | 135 |
|
|
2021
Q2 | – | Sell |
-1,740
| Closed | -$207K | – | 134 |
|
|
2021
Q1 | $207K | Buy |
+1,740
| New | +$207K | 0.16% | 122 |
|