Operose 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 | $158K | Hold |
917
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $203K | Hold |
917
| – | – | 0.07% | 119 |
|
|
2024
Q4 | $188K | Hold |
917
| – | – | 0.06% | 123 |
|
|
2024
Q3 | $165K | Sell |
917
-89
| -9% | -$16K | 0.05% | 158 |
|
|
2024
Q2 | $150K | Buy |
1,006
+600
| +148% | +$89.4K | 0.05% | 158 |
|
|
2024
Q1 | $64.9K | Sell |
406
-88
| -18% | -$14.1K | 0.02% | 224 |
|
|
2023
Q4 | $65.6K | Sell |
494
-2,396
| -83% | -$318K | 0.03% | 199 |
|
|
2023
Q3 | $326K | Sell |
2,890
-1,744
| -38% | -$197K | 0.13% | 78 |
|
|
2023
Q2 | $585K | Buy |
4,634
+3,684
| +388% | +$465K | 0.26% | 37 |
|
|
2023
Q1 | $107K | Sell |
950
-550
| -37% | -$62.2K | 0.05% | 106 |
|
|
2022
Q4 | $152K | Buy |
+1,500
| New | +$152K | 0.08% | 88 |
|