Live Oak Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
40,886
+1,522
| +4% | +$262K | 1.05% | 37 |
|
|
2025
Q1 | $8.69M | Sell |
39,364
-10,933
| -22% | -$2.41M | 1.41% | 24 |
|
|
2024
Q4 | $10.3M | Sell |
50,297
-11,491
| -19% | -$2.36M | 1.74% | 14 |
|
|
2024
Q3 | $11.1M | Sell |
61,788
-404
| -0.6% | -$72.6K | 1.8% | 15 |
|
|
2024
Q2 | $9.27M | Sell |
62,192
-1,477
| -2% | -$220K | 1.59% | 18 |
|
|
2024
Q1 | $10.2M | Sell |
63,669
-160
| -0.3% | -$25.6K | 1.76% | 15 |
|
|
2023
Q4 | $8.48M | Sell |
63,829
-712
| -1% | -$94.6K | 1.59% | 21 |
|
|
2023
Q3 | $7.29M | Buy |
64,541
+63
| +0.1% | +$7.12K | 1.55% | 25 |
|
|
2023
Q2 | $8.13M | Buy |
64,478
+76
| +0.1% | +$9.59K | 1.62% | 23 |
|
|
2023
Q1 | $7.28M | Buy |
64,402
+3,161
| +5% | +$357K | 1.5% | 26 |
|
|
2022
Q4 | $6.19M | Sell |
61,241
-4,327
| -7% | -$437K | 1.28% | 34 |
|
|
2022
Q3 | $6.14M | Buy |
65,568
+81
| +0.1% | +$7.58K | 1.38% | 26 |
|
|
2022
Q2 | $5.83M | Buy |
65,487
+2,160
| +3% | +$192K | 1.23% | 33 |
|
|
2022
Q1 | $6.42M | Buy |
63,327
+2,692
| +4% | +$273K | 1.24% | 31 |
|
|
2021
Q4 | $6.29M | Buy |
60,635
+2,403
| +4% | +$249K | 1.18% | 33 |
|
|
2021
Q3 | $6.32M | Buy |
58,232
+2,629
| +5% | +$285K | 1.28% | 29 |
|
|
2021
Q2 | $5.94M | Buy |
55,603
+5,889
| +12% | +$629K | 1.31% | 30 |
|
|
2021
Q1 | $5.92M | Buy |
+49,714
| New | +$5.92M | 1.45% | 25 |
|