Laurel Wealth Advisors (North Carolina)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
100,688
+100,004
| +14,620% | +$580K | 0.01% | 319 |
|
|
2025
Q1 | $151K | Sell |
684
-45
| -6% | -$9.94K | 0.02% | 196 |
|
|
2024
Q4 | $150K | Sell |
729
-50
| -6% | -$10.3K | 0.02% | 195 |
|
|
2024
Q3 | $140K | Buy |
779
+339
| +77% | +$60.9K | 0.02% | 208 |
|
|
2024
Q2 | $65.6K | Hold |
440
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $70.3K | Hold |
440
| – | – | 0.01% | 267 |
|
|
2023
Q4 | $58.5K | Hold |
440
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $49.7K | Hold |
440
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $55.5K | Hold |
440
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $49.7K | Buy |
440
+105
| +31% | +$11.9K | 0.01% | 282 |
|
|
2022
Q4 | $33.9K | Sell |
335
-33
| -9% | -$3.34K | 0.01% | 294 |
|
|
2022
Q3 | $34K | Sell |
368
-450
| -55% | -$41.6K | 0.01% | 286 |
|
|
2022
Q2 | $73K | Hold |
818
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $83K | Hold |
818
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $85K | Hold |
818
| – | – | 0.02% | 231 |
|
|
2021
Q3 | $89K | Hold |
818
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $87K | Hold |
818
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $97K | Buy |
818
+238
| +41% | +$28.2K | 0.02% | 208 |
|
|
2020
Q4 | $66K | Hold |
580
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $60K | Hold |
580
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $57K | Hold |
580
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $55K | Hold |
580
| – | – | 0.02% | 215 |
|
|
2019
Q4 | $67K | Hold |
580
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $60K | Hold |
580
| – | – | 0.02% | 226 |
|
|
2019
Q2 | $53K | Buy |
+580
| New | +$53K | 0.02% | 229 |
|