Nicolet Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
7,238
+356
| +5% | +$48.2K | 0.08% | 125 |
|
|
2025
Q1 | $1.41M | Sell |
6,882
-18
| -0.3% | -$3.68K | 0.14% | 82 |
|
|
2024
Q4 | $1.38M | Sell |
6,900
-39
| -0.6% | -$7.82K | 0.13% | 85 |
|
|
2024
Q3 | $1.27M | Buy |
6,939
+1,131
| +19% | +$207K | 0.12% | 89 |
|
|
2024
Q2 | $865K | Buy |
5,808
+200
| +4% | +$29.8K | 0.08% | 121 |
|
|
2024
Q1 | $871K | Buy |
5,608
+51
| +0.9% | +$7.92K | 0.09% | 116 |
|
|
2023
Q4 | $737K | Sell |
5,557
-200
| -3% | -$26.5K | 0.08% | 124 |
|
|
2023
Q3 | $650K | Sell |
5,757
-648
| -10% | -$73.2K | 0.07% | 134 |
|
|
2023
Q2 | $803K | Sell |
6,405
-49
| -0.8% | -$6.14K | 0.09% | 109 |
|
|
2023
Q1 | $729K | Buy |
6,454
+4,168
| +182% | +$471K | 0.08% | 114 |
|
|
2022
Q4 | $232K | Buy |
+2,286
| New | +$232K | 0.03% | 212 |
|
|
2020
Q3 | – | Sell |
-2,242
| Closed | -$219K | – | 187 |
|
|
2020
Q2 | $219K | Buy |
+2,242
| New | +$219K | 0.03% | 185 |
|