Optas LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
3,386
+104
| +3% | +$17.9K | 0.11% | 112 |
|
|
2025
Q1 | $725K | Buy |
3,282
+40
| +1% | +$8.83K | 0.13% | 88 |
|
|
2024
Q4 | $666K | Buy |
3,242
+26
| +0.8% | +$5.34K | 0.14% | 87 |
|
|
2024
Q3 | $578K | Buy |
3,216
+54
| +2% | +$9.7K | 0.13% | 93 |
|
|
2024
Q2 | $471K | Buy |
3,162
+49
| +2% | +$7.3K | 0.12% | 95 |
|
|
2024
Q1 | $498K | Buy |
3,113
+44
| +1% | +$7.03K | 0.14% | 90 |
|
|
2023
Q4 | $408K | Sell |
3,069
-58
| -2% | -$7.71K | 0.12% | 101 |
|
|
2023
Q3 | $353K | Sell |
3,127
-2,142
| -41% | -$242K | 0.12% | 105 |
|
|
2023
Q2 | $665K | Buy |
5,269
+28
| +0.5% | +$3.53K | 0.22% | 75 |
|
|
2023
Q1 | $592K | Buy |
5,241
+126
| +2% | +$14.2K | 0.21% | 83 |
|
|
2022
Q4 | $517K | Buy |
5,115
+190
| +4% | +$19.2K | 0.21% | 76 |
|
|
2022
Q3 | $461K | Buy |
4,925
+333
| +7% | +$31.2K | 0.2% | 75 |
|
|
2022
Q2 | $408K | Buy |
4,592
+188
| +4% | +$16.7K | 0.17% | 85 |
|
|
2022
Q1 | $446K | Sell |
4,404
-113
| -3% | -$11.4K | 0.15% | 91 |
|
|
2021
Q4 | $469K | Sell |
4,517
-58
| -1% | -$6.02K | 0.13% | 100 |
|
|
2021
Q3 | $497K | Buy |
4,575
+43
| +0.9% | +$4.67K | 0.14% | 91 |
|
|
2021
Q2 | $484K | Buy |
4,532
+71
| +2% | +$7.58K | 0.14% | 93 |
|
|
2021
Q1 | $531K | Buy |
4,461
+1,136
| +34% | +$135K | 0.17% | 82 |
|
|
2020
Q4 | $379K | Buy |
+3,325
| New | +$379K | 0.12% | 92 |
|