Mutual 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 | $971K | Buy |
6,835
+1,129
| +20% | +$160K | 0.02% | 529 |
|
|
2025
Q1 | $1.01M | Sell |
5,706
-96
| -2% | -$17K | 0.03% | 443 |
|
|
2024
Q4 | $1.2M | Buy |
5,802
+295
| +5% | +$60.8K | 0.03% | 423 |
|
|
2024
Q3 | $1.12M | Buy |
5,507
+290
| +6% | +$58.9K | 0.03% | 449 |
|
|
2024
Q2 | $849K | Buy |
5,217
+28
| +0.5% | +$4.56K | 0.03% | 538 |
|
|
2024
Q1 | $829K | Buy |
5,189
+88
| +2% | +$14.1K | 0.03% | 538 |
|
|
2023
Q4 | $678K | Buy |
5,101
+198
| +4% | +$26.3K | 0.02% | 568 |
|
|
2023
Q3 | $554K | Sell |
4,903
-1,008
| -17% | -$114K | 0.02% | 592 |
|
|
2023
Q2 | $746K | Buy |
5,911
+20
| +0.3% | +$2.52K | 0.03% | 523 |
|
|
2023
Q1 | $666K | Sell |
5,891
-539
| -8% | -$60.9K | 0.03% | 543 |
|
|
2022
Q4 | $650K | Buy |
6,430
+131
| +2% | +$13.2K | 0.03% | 522 |
|
|
2022
Q3 | $589K | Buy |
6,299
+673
| +12% | +$62.9K | 0.03% | 516 |
|
|
2022
Q2 | $501K | Buy |
5,626
+1,077
| +24% | +$95.9K | 0.03% | 536 |
|
|
2022
Q1 | $461K | Sell |
4,549
-798
| -15% | -$80.9K | 0.03% | 592 |
|
|
2021
Q4 | $555K | Buy |
5,347
+801
| +18% | +$83.1K | 0.03% | 548 |
|
|
2021
Q3 | $493K | Buy |
4,546
+62
| +1% | +$6.72K | 0.03% | 541 |
|
|
2021
Q2 | $479K | Buy |
4,484
+373
| +9% | +$39.8K | 0.03% | 533 |
|
|
2021
Q1 | $489K | Sell |
4,111
-61
| -1% | -$7.26K | 0.03% | 485 |
|
|
2020
Q4 | $475K | Buy |
4,172
+60
| +1% | +$6.83K | 0.04% | 473 |
|
|
2020
Q3 | $424K | Buy |
4,112
+91
| +2% | +$9.38K | 0.04% | 454 |
|
|
2020
Q2 | $393K | Buy |
4,021
+115
| +3% | +$11.2K | 0.04% | 442 |
|
|
2020
Q1 | $371K | Buy |
3,906
+104
| +3% | +$9.88K | 0.05% | 353 |
|
|
2019
Q4 | $440K | Buy |
+3,802
| New | +$440K | 0.05% | 372 |
|