NewEdge 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 | $4.01M | Sell |
23,262
-2,888
| -11% | -$498K | 0.02% | 648 |
|
|
2025
Q1 | $5.77M | Buy |
26,150
+2,233
| +9% | +$493K | 0.03% | 465 |
|
|
2024
Q4 | $4.91M | Buy |
23,917
+785
| +3% | +$161K | 0.03% | 504 |
|
|
2024
Q3 | $4.16M | Buy |
23,132
+1,949
| +9% | +$350K | 0.03% | 543 |
|
|
2024
Q2 | $3.16M | Sell |
21,183
-3,669
| -15% | -$547K | 0.02% | 586 |
|
|
2024
Q1 | $3.97M | Buy |
24,852
+3,178
| +15% | +$508K | 0.03% | 461 |
|
|
2023
Q4 | $2.98M | Buy |
21,674
+4,962
| +30% | +$683K | 0.03% | 515 |
|
|
2023
Q3 | $1.89M | Sell |
16,712
-19,766
| -54% | -$2.23M | 0.02% | 615 |
|
|
2023
Q2 | $4.6M | Buy |
36,478
+13,458
| +58% | +$1.7M | 0.05% | 339 |
|
|
2023
Q1 | $2.61M | Buy |
23,020
+5,006
| +28% | +$568K | 0.03% | 450 |
|
|
2022
Q4 | $1.07M | Buy |
18,014
+1,944
| +12% | +$116K | 0.03% | 486 |
|
|
2022
Q3 | $1.5M | Buy |
16,070
+4,632
| +40% | +$433K | 0.02% | 509 |
|
|
2022
Q2 | $1.02M | Sell |
11,438
-4,216
| -27% | -$375K | 0.02% | 661 |
|
|
2022
Q1 | $1.59M | Buy |
15,654
+2,885
| +23% | +$293K | 0.03% | 481 |
|
|
2021
Q4 | $1.33M | Buy |
12,769
+8,757
| +218% | +$909K | 0.02% | 608 |
|
|
2021
Q3 | $435K | Sell |
4,012
-7,690
| -66% | -$834K | 0.01% | 783 |
|
|
2021
Q2 | $1.25M | Sell |
11,702
-2,932
| -20% | -$313K | 0.03% | 426 |
|
|
2021
Q1 | $1.74M | Buy |
14,634
+3,269
| +29% | +$389K | 0.05% | 315 |
|
|
2020
Q4 | $1.29M | Buy |
11,365
+8,796
| +342% | +$1M | 0.04% | 351 |
|
|
2020
Q3 | $265K | Sell |
2,569
-7,572
| -75% | -$781K | 0.01% | 755 |
|
|
2020
Q2 | $990K | Buy |
10,141
+1,589
| +19% | +$155K | 0.04% | 358 |
|
|
2020
Q1 | $812K | Buy |
8,552
+4,113
| +93% | +$391K | 0.04% | 352 |
|
|
2019
Q4 | $513K | Buy |
4,439
+1,026
| +30% | +$119K | 0.02% | 516 |
|
|
2019
Q3 | $357K | Buy |
+3,413
| New | +$357K | 0.02% | 596 |
|
|
2019
Q2 | – | Sell |
-2,450
| Closed | -$216K | – | 671 |
|
|
2019
Q1 | $216K | Buy |
+2,450
| New | +$216K | 0.01% | 606 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$2.46K | – | 620 |
|
|
2017
Q2 | $2.46K | Buy |
+40
| New | +$2.46K | ﹤0.01% | 1273 |
|