Opal Wealth 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 | $331K | Sell |
1,919
-1,403
| -42% | -$242K | 0.09% | 119 |
|
|
2025
Q1 | $734K | Sell |
3,322
-103
| -3% | -$22.7K | 0.23% | 51 |
|
|
2024
Q4 | $704K | Sell |
3,425
-382
| -10% | -$78.5K | 0.21% | 65 |
|
|
2024
Q3 | $684K | Sell |
3,807
-249
| -6% | -$44.7K | 0.21% | 62 |
|
|
2024
Q2 | $605K | Sell |
4,056
-338
| -8% | -$50.4K | 0.19% | 65 |
|
|
2024
Q1 | $702K | Buy |
4,394
+25
| +0.6% | +$4K | 0.24% | 60 |
|
|
2023
Q4 | $580K | Buy |
4,369
+168
| +4% | +$22.3K | 0.23% | 68 |
|
|
2023
Q3 | $475K | Buy |
4,201
+508
| +14% | +$57.4K | 0.28% | 60 |
|
|
2023
Q2 | $466K | Sell |
3,693
-602
| -14% | -$75.9K | 0.23% | 56 |
|
|
2023
Q1 | $485K | Buy |
4,295
+250
| +6% | +$28.3K | 0.28% | 42 |
|
|
2022
Q4 | $409K | Sell |
4,045
-268
| -6% | -$27.1K | 0.23% | 63 |
|
|
2022
Q3 | $404K | Buy |
4,313
+89
| +2% | +$8.34K | 0.29% | 50 |
|
|
2022
Q2 | $376K | Sell |
4,224
-110
| -3% | -$9.79K | 0.25% | 52 |
|
|
2022
Q1 | $439K | Buy |
4,334
+740
| +21% | +$75K | 0.38% | 38 |
|
|
2021
Q4 | $373K | Buy |
3,594
+974
| +37% | +$101K | 0.24% | 72 |
|
|
2021
Q3 | $284K | Buy |
2,620
+238
| +10% | +$25.8K | 0.27% | 55 |
|
|
2021
Q2 | $255K | Buy |
2,382
+38
| +2% | +$4.07K | 0.24% | 63 |
|
|
2021
Q1 | $279K | Buy |
2,344
+82
| +4% | +$9.76K | 0.3% | 49 |
|
|
2020
Q4 | $258K | Buy |
+2,262
| New | +$258K | 0.32% | 50 |
|