OneDigital Investment 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 | $7.32M | Sell |
42,433
-609
| -1% | -$105K | 0.08% | 193 |
|
|
2025
Q1 | $9.5M | Buy |
43,042
+14,458
| +51% | +$3.19M | 0.11% | 156 |
|
|
2024
Q4 | $5.87M | Buy |
28,584
+1,860
| +7% | +$382K | 0.07% | 214 |
|
|
2024
Q3 | $4.8M | Sell |
26,724
-2,142
| -7% | -$385K | 0.05% | 254 |
|
|
2024
Q2 | $4.3M | Sell |
28,866
-32,452
| -53% | -$4.84M | 0.05% | 259 |
|
|
2024
Q1 | $9.8M | Buy |
61,318
+9,079
| +17% | +$1.45M | 0.15% | 127 |
|
|
2023
Q4 | $6.94M | Buy |
52,239
+13,532
| +35% | +$1.8M | 0.12% | 152 |
|
|
2023
Q3 | $4.37M | Buy |
38,707
+10,332
| +36% | +$1.17M | 0.09% | 169 |
|
|
2023
Q2 | $3.58M | Buy |
28,375
+7,460
| +36% | +$941K | 0.08% | 187 |
|
|
2023
Q1 | $2.36M | Buy |
20,915
+3,832
| +22% | +$433K | 0.06% | 247 |
|
|
2022
Q4 | $1.73M | Buy |
17,083
+8,192
| +92% | +$828K | 0.05% | 273 |
|
|
2022
Q3 | $832K | Buy |
+8,891
| New | +$832K | 0.03% | 336 |
|