Optimum 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 | $800K | Buy |
4,640
+25
| +0.5% | +$4.31K | 0.35% | 64 |
|
|
2025
Q1 | $1.02M | Sell |
4,615
-175
| -4% | -$38.6K | 0.48% | 44 |
|
|
2024
Q4 | $984K | Buy |
4,790
+75
| +2% | +$15.4K | 0.43% | 47 |
|
|
2024
Q3 | $847K | Buy |
4,715
+350
| +8% | +$62.9K | 0.37% | 57 |
|
|
2024
Q2 | $651K | Sell |
4,365
-250
| -5% | -$37.3K | 0.29% | 76 |
|
|
2024
Q1 | $738K | Buy |
4,615
+615
| +15% | +$98.3K | 0.34% | 71 |
|
|
2023
Q4 | $531K | Sell |
4,000
-201
| -5% | -$26.7K | 0.27% | 89 |
|
|
2023
Q3 | $475K | Buy |
4,201
+1
| +0% | +$113 | 0.24% | 99 |
|
|
2023
Q2 | $530K | Buy |
4,200
+500
| +14% | +$63.1K | 0.26% | 98 |
|
|
2023
Q1 | $418K | Buy |
3,700
+325
| +10% | +$36.7K | 0.22% | 112 |
|
|
2022
Q4 | $341K | Buy |
3,375
+1,500
| +80% | +$152K | 0.18% | 132 |
|
|
2022
Q3 | $175K | Hold |
1,875
| – | – | 0.09% | 197 |
|
|
2022
Q2 | $167K | Buy |
1,875
+1,225
| +188% | +$109K | 0.08% | 204 |
|
|
2022
Q1 | $66K | Sell |
650
-430
| -40% | -$43.7K | 0.03% | 386 |
|
|
2021
Q4 | $112K | Sell |
1,080
-300
| -22% | -$31.1K | 0.04% | 318 |
|
|
2021
Q3 | $150K | Buy |
1,380
+430
| +45% | +$46.7K | 0.06% | 273 |
|
|
2021
Q2 | $102K | Hold |
950
| – | – | 0.03% | 374 |
|
|
2021
Q1 | $113K | Buy |
950
+300
| +46% | +$35.7K | 0.03% | 348 |
|
|
2020
Q4 | $74K | Hold |
650
| – | – | 0.02% | 411 |
|
|
2020
Q3 | $67K | Sell |
650
-50
| -7% | -$5.15K | 0.02% | 394 |
|
|
2020
Q2 | $68K | Sell |
700
-223
| -24% | -$21.7K | 0.02% | 382 |
|
|
2020
Q1 | $88K | Sell |
923
-627
| -40% | -$59.8K | 0.04% | 325 |
|
|
2019
Q4 | $179K | Buy |
1,550
+850
| +121% | +$98.2K | 0.05% | 296 |
|
|
2019
Q3 | $73K | Hold |
700
| – | – | 0.02% | 435 |
|
|
2019
Q2 | $64K | Hold |
700
| – | – | 0.02% | 458 |
|
|
2019
Q1 | $62K | Hold |
700
| – | – | 0.02% | 465 |
|
|
2018
Q4 | $51K | Hold |
700
| – | – | 0.02% | 472 |
|
|
2018
Q3 | $58K | Hold |
700
| – | – | 0.02% | 506 |
|
|
2018
Q2 | $52K | Buy |
700
+100
| +17% | +$7.43K | 0.02% | 523 |
|
|
2018
Q1 | $43K | Buy |
+600
| New | +$43K | 0.01% | 546 |
|