Mill Creek Capital 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
$1.28M Hold
7,408
0.03% 110
2025
Q1
$1.64M Hold
7,408
0.04% 94
2024
Q4
$1.52M Sell
7,408
-4,506
-38% -$926K 0.04% 95
2024
Q3
$2.14M Sell
11,914
-1,500
-11% -$269K 0.05% 80
2024
Q2
$2M Buy
13,414
+84
+0.6% +$12.5K 0.05% 85
2024
Q1
$2.13M Buy
13,330
+94
+0.7% +$15K 0.06% 76
2023
Q4
$1.76M Sell
13,236
-97
-0.7% -$12.9K 0.05% 81
2023
Q3
$1.51M Sell
13,333
-456
-3% -$51.5K 0.05% 80
2023
Q2
$1.74M Buy
13,789
+549
+4% +$69.3K 0.06% 78
2023
Q1
$1.5M Sell
13,240
-31
-0.2% -$3.5K 0.06% 81
2022
Q4
$1.34M Buy
+13,271
New +$1.34M 0.06% 82