Level Four Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
7,410
+264
| +4% | +$45.5K | 0.05% | 338 |
|
|
2025
Q1 | $1.58M | Sell |
7,146
-2,692
| -27% | -$595K | 0.06% | 278 |
|
|
2024
Q4 | $2.02M | Buy |
9,838
+377
| +4% | +$77.4K | 0.08% | 240 |
|
|
2024
Q3 | $1.87M | Buy |
9,461
+200
| +2% | +$39.6K | 0.08% | 246 |
|
|
2024
Q2 | $1.38M | Buy |
9,261
+2,752
| +42% | +$410K | 0.06% | 277 |
|
|
2024
Q1 | $865K | Hold |
6,509
| – | – | 0.05% | 328 |
|
|
2023
Q4 | $865K | Buy |
6,509
+1,597
| +33% | +$212K | 0.05% | 324 |
|
|
2023
Q3 | $555K | Buy |
4,912
+1,635
| +50% | +$185K | 0.04% | 415 |
|
|
2023
Q2 | $413K | Sell |
3,277
-850
| -21% | -$107K | 0.02% | 536 |
|
|
2023
Q1 | $466K | Buy |
+4,127
| New | +$466K | 0.03% | 436 |
|
|
2021
Q3 | – | Sell |
-2,546
| Closed | -$272K | – | 525 |
|
|
2021
Q2 | $272K | Sell |
2,546
-747
| -23% | -$79.8K | 0.02% | 556 |
|
|
2021
Q1 | $392K | Sell |
3,293
-509
| -13% | -$60.6K | 0.03% | 433 |
|
|
2020
Q4 | $433K | Buy |
3,802
+90
| +2% | +$10.3K | 0.03% | 391 |
|
|
2020
Q3 | $383K | Sell |
3,712
-1,749
| -32% | -$180K | 0.03% | 393 |
|
|
2020
Q2 | $536K | Buy |
5,461
+829
| +18% | +$81.4K | 0.04% | 357 |
|
|
2020
Q1 | $438K | Buy |
4,632
+111
| +2% | +$10.5K | 0.05% | 326 |
|
|
2019
Q4 | $525K | Buy |
4,521
+310
| +7% | +$36K | 0.02% | 369 |
|
|
2019
Q3 | $436K | Buy |
+4,211
| New | +$436K | 0.05% | 343 |
|
|
2019
Q1 | – | Sell |
-2,766
| Closed | -$203K | – | 525 |
|
|
2018
Q4 | $203K | Sell |
2,766
-1,382
| -33% | -$101K | 0.03% | 480 |
|
|
2018
Q3 | $342K | Sell |
4,148
-3
| -0.1% | -$247 | 0.04% | 434 |
|
|
2018
Q2 | $308K | Buy |
+4,151
| New | +$308K | 0.02% | 470 |
|