Naples Global 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 | $555K | Buy |
3,217
+38
| +1% | +$6.55K | 0.05% | 288 |
|
|
2025
Q1 | $702K | Sell |
3,179
-11
| -0.3% | -$2.43K | 0.07% | 256 |
|
|
2024
Q4 | $655K | Hold |
3,190
| – | – | 0.06% | 262 |
|
|
2024
Q3 | $573K | Sell |
3,190
-21
| -0.7% | -$3.77K | 0.05% | 271 |
|
|
2024
Q2 | $479K | Hold |
3,211
| – | – | 0.05% | 287 |
|
|
2024
Q1 | $513K | Hold |
3,211
| – | – | 0.05% | 284 |
|
|
2023
Q4 | $427K | Sell |
3,211
-47
| -1% | -$6.24K | 0.05% | 295 |
|
|
2023
Q3 | $368K | Buy |
3,258
+211
| +7% | +$23.8K | 0.04% | 312 |
|
|
2023
Q2 | $384K | Buy |
3,047
+30
| +1% | +$3.79K | 0.05% | 313 |
|
|
2023
Q1 | $341K | Sell |
3,017
-461
| -13% | -$52.1K | 0.04% | 321 |
|
|
2022
Q4 | $352K | Buy |
3,478
+101
| +3% | +$10.2K | 0.04% | 314 |
|
|
2022
Q3 | $316K | Buy |
+3,377
| New | +$316K | 0.04% | 311 |
|