O'Dell Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,608
| Closed | -$330K | – | 52 |
|
|
2024
Q4 | $330K | Hold |
1,608
| – | – | 0.07% | 70 |
|
|
2024
Q3 | $289K | Hold |
1,608
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $257K | Hold |
1,608
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $257K | Hold |
1,608
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $214K | Buy |
+1,608
| New | +$214K | 0.06% | 81 |
|
|
2023
Q3 | – | Sell |
-1,608
| Closed | -$203K | – | 205 |
|
|
2023
Q2 | $203K | Buy |
+1,608
| New | +$203K | 0.06% | 80 |
|
|
2022
Q4 | – | Sell |
-1,608
| Closed | -$150K | – | 185 |
|
|
2022
Q3 | $150K | Hold |
1,608
| – | – | 0.05% | 75 |
|
|
2022
Q2 | $143K | Hold |
1,608
| – | – | 0.05% | 78 |
|
|
2022
Q1 | $163K | Sell |
1,608
-160
| -9% | -$16.2K | 0.05% | 82 |
|
|
2021
Q4 | $184K | Hold |
1,768
| – | – | 0.05% | 76 |
|
|
2021
Q3 | $192K | Buy |
+1,768
| New | +$192K | 0.06% | 72 |
|
|
2020
Q1 | – | Sell |
-1,992
| Closed | -$230K | – | 35 |
|
|
2019
Q4 | $230K | Sell |
1,992
-608
| -23% | -$70.2K | 0.12% | 54 |
|
|
2019
Q3 | $269K | Hold |
2,600
| – | – | 0.15% | 40 |
|
|
2019
Q2 | $237K | Buy |
+2,600
| New | +$237K | 0.14% | 47 |
|