Mount Yale Investment 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 | $788K | Buy |
4,568
+619
| +16% | +$107K | 0.06% | 251 |
|
|
2025
Q1 | $872K | Sell |
3,949
-177
| -4% | -$39.1K | 0.07% | 216 |
|
|
2024
Q4 | $848K | Buy |
4,126
+50
| +1% | +$10.3K | 0.07% | 237 |
|
|
2024
Q3 | $732K | Sell |
4,076
-1,513
| -27% | -$272K | 0.07% | 256 |
|
|
2024
Q2 | $833K | Buy |
5,589
+936
| +20% | +$140K | 0.07% | 242 |
|
|
2024
Q1 | $744K | Sell |
4,653
-345
| -7% | -$55.1K | 0.06% | 285 |
|
|
2023
Q4 | $664K | Sell |
4,998
-115
| -2% | -$15.3K | 0.06% | 266 |
|
|
2023
Q3 | $578K | Sell |
5,113
-25
| -0.5% | -$2.82K | 0.06% | 277 |
|
|
2023
Q2 | $648K | Sell |
5,138
-15,605
| -75% | -$1.97M | 0.07% | 273 |
|
|
2023
Q1 | $2.34M | Sell |
20,743
-6,466
| -24% | -$731K | 0.26% | 88 |
|
|
2022
Q4 | $2.75M | Sell |
27,209
-434
| -2% | -$43.9K | 0.31% | 83 |
|
|
2022
Q3 | $2.59M | Buy |
27,643
+838
| +3% | +$78.4K | 0.34% | 69 |
|
|
2022
Q2 | $2.39M | Sell |
26,805
-915
| -3% | -$81.4K | 0.3% | 76 |
|
|
2022
Q1 | $2.81M | Buy |
27,720
+565
| +2% | +$57.3K | 0.31% | 72 |
|
|
2021
Q4 | $2.82M | Buy |
27,155
+53
| +0.2% | +$5.5K | 0.29% | 84 |
|
|
2021
Q3 | $2.94M | Sell |
27,102
-3,785
| -12% | -$411K | 0.34% | 72 |
|
|
2021
Q2 | $3.3M | Sell |
30,887
-3,578
| -10% | -$383K | 0.4% | 58 |
|
|
2021
Q1 | $4.1M | Buy |
34,465
+486
| +1% | +$57.9K | 0.54% | 47 |
|
|
2020
Q4 | $3.87M | Buy |
33,979
+6,967
| +26% | +$793K | 0.54% | 46 |
|
|
2020
Q3 | $2.78M | Sell |
27,012
-3,269
| -11% | -$337K | 0.4% | 59 |
|
|
2020
Q2 | $2.96M | Buy |
30,281
+16,006
| +112% | +$1.56M | 0.53% | 49 |
|
|
2020
Q1 | $1.36M | Buy |
+14,275
| New | +$1.36M | 0.31% | 87 |
|
|
2019
Q2 | – | Sell |
-3,652
| Closed | -$322K | – | 313 |
|
|
2019
Q1 | $322K | Sell |
3,652
-27
| -0.7% | -$2.38K | 0.06% | 242 |
|
|
2018
Q4 | $311K | Sell |
3,679
-128
| -3% | -$10.8K | 0.06% | 246 |
|
|
2018
Q3 | $302K | Sell |
3,807
-131
| -3% | -$10.4K | 0.05% | 249 |
|
|
2018
Q2 | $292K | Buy |
3,938
+3,782
| +2,424% | +$280K | 0.06% | 254 |
|
|
2018
Q1 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 831 |
|