J.W. Cole 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 | $1.22M | Buy |
7,083
+763
| +12% | +$132K | 0.03% | 599 |
|
|
2025
Q1 | $1.4M | Buy |
6,320
+3,370
| +114% | +$744K | 0.04% | 423 |
|
|
2024
Q4 | $606K | Buy |
2,950
+264
| +10% | +$54.2K | 0.02% | 548 |
|
|
2024
Q3 | $483K | Buy |
2,686
+419
| +18% | +$75.3K | 0.02% | 607 |
|
|
2024
Q2 | $338K | Buy |
2,267
+318
| +16% | +$47.4K | 0.02% | 666 |
|
|
2024
Q1 | $311K | Buy |
1,949
+348
| +22% | +$55.6K | 0.02% | 678 |
|
|
2023
Q4 | $213K | Buy |
+1,601
| New | +$213K | 0.01% | 743 |
|
|
2020
Q4 | – | Sell |
-8,279
| Closed | -$853K | – | 712 |
|
|
2020
Q3 | $853K | Buy |
+8,279
| New | +$853K | 0.07% | 286 |
|