Outlook 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 | $666K | Sell |
3,862
-4
| -0.1% | -$690 | 0.17% | 114 |
|
|
2025
Q1 | $854K | Sell |
3,866
-44
| -1% | -$9.72K | 0.24% | 83 |
|
|
2024
Q4 | $803K | Sell |
3,910
-20
| -0.5% | -$4.11K | 0.23% | 91 |
|
|
2024
Q3 | $706K | Sell |
3,930
-75
| -2% | -$13.5K | 0.2% | 102 |
|
|
2024
Q2 | $597K | Sell |
4,005
-61
| -2% | -$9.09K | 0.19% | 112 |
|
|
2024
Q1 | $650K | Sell |
4,066
-376
| -8% | -$60.1K | 0.2% | 109 |
|
|
2023
Q4 | $590K | Sell |
4,442
-1,006
| -18% | -$134K | 0.21% | 107 |
|
|
2023
Q3 | $615K | Buy |
5,448
+131
| +2% | +$14.8K | 0.24% | 108 |
|
|
2023
Q2 | $671K | Buy |
5,317
+325
| +7% | +$41K | 0.25% | 104 |
|
|
2023
Q1 | $564K | Buy |
4,992
+140
| +3% | +$15.8K | 0.25% | 104 |
|
|
2022
Q4 | $490K | Buy |
4,852
+87
| +2% | +$8.79K | 0.23% | 108 |
|
|
2022
Q3 | $445K | Buy |
+4,765
| New | +$445K | 0.2% | 122 |
|
|
2020
Q4 | – | Sell |
-6,317
| Closed | -$651K | – | 187 |
|
|
2020
Q3 | $651K | Hold |
6,317
| – | – | 0.26% | 85 |
|
|
2020
Q2 | $617K | Hold |
6,317
| – | – | 0.26% | 83 |
|
|
2020
Q1 | $600K | Buy |
+6,317
| New | +$600K | 0.34% | 63 |
|
|
2019
Q4 | – | Sell |
-6,317
| Closed | -$654K | – | 149 |
|
|
2019
Q3 | $654K | Hold |
6,317
| – | – | 0.39% | 54 |
|
|
2019
Q2 | $576K | Hold |
6,317
| – | – | 0.38% | 65 |
|
|
2019
Q1 | $558K | Buy |
+6,317
| New | +$558K | 0.46% | 58 |
|