Legal Advantage Investments’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.99M Buy
57,967
+4,550
+9% +$784K 4.67% 1
2025
Q1
$11.8M Sell
53,417
-500
-0.9% -$110K 6.37% 1
2024
Q4
$11.1M Sell
53,917
-1,970
-4% -$405K 5.86% 1
2024
Q3
$10M Sell
55,887
-400
-0.7% -$71.9K 5.52% 1
2024
Q2
$8.39M Sell
56,287
-450
-0.8% -$67.1K 4.83% 2
2024
Q1
$9.07M Sell
56,737
-9,790
-15% -$1.56M 5.07% 2
2023
Q4
$8.84M Sell
66,527
-2,500
-4% -$332K 5.31% 2
2023
Q3
$7.8M Sell
69,027
-500
-0.7% -$56.5K 5.57% 2
2023
Q2
$8.77M Sell
69,527
-2,000
-3% -$252K 5.85% 2
2023
Q1
$8.08M Buy
71,527
+100
+0.1% +$11.3K 5.93% 2
2022
Q4
$7.22M Buy
71,427
+1,100
+2% +$111K 5.94% 2
2022
Q3
$6.58M Hold
70,327
6.17% 2
2022
Q2
$6.26M Sell
70,327
-350
-0.5% -$31.1K 6.1% 2
2022
Q1
$7.14M Buy
70,677
+1,250
+2% +$126K 5.37% 2
2021
Q4
$7.21M Buy
69,427
+282
+0.4% +$29.3K 4.89% 2
2021
Q3
$7.5M Sell
69,145
-200
-0.3% -$21.7K 5.03% 2
2021
Q2
$7.41M Sell
69,345
-82
-0.1% -$8.77K 5.08% 2
2021
Q1
$8.27M Buy
69,427
+500
+0.7% +$59.5K 6.18% 2
2020
Q4
$7.85M Buy
+68,927
New +$7.85M 6.11% 2