Plante Moran Financial 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 | $129K | Sell |
750
-220
| -23% | -$37.9K | 0.01% | 202 |
|
|
2025
Q1 | $214K | Buy |
970
+155
| +19% | +$34.2K | 0.02% | 164 |
|
|
2024
Q4 | $167K | Buy |
815
+36
| +5% | +$7.4K | 0.01% | 191 |
|
|
2024
Q3 | $140K | Buy |
779
+479
| +160% | +$86.1K | 0.01% | 221 |
|
|
2024
Q2 | $44.7K | Hold |
300
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $47.9K | Buy |
300
+285
| +1,900% | +$45.5K | 0.01% | 348 |
|
|
2023
Q4 | $1.99K | Buy |
+15
| New | +$1.99K | ﹤0.01% | 723 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$13K | – | 922 |
|
|
2022
Q2 | $13K | Sell |
150
-88
| -37% | -$7.63K | ﹤0.01% | 551 |
|
|
2022
Q1 | $24K | Sell |
238
-91
| -28% | -$9.18K | ﹤0.01% | 456 |
|
|
2021
Q4 | $34K | Buy |
329
+215
| +189% | +$22.2K | 0.01% | 435 |
|
|
2021
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 658 |
|
|
2021
Q2 | $12K | Sell |
114
-16
| -12% | -$1.68K | ﹤0.01% | 649 |
|
|
2021
Q1 | $15K | Buy |
130
+16
| +14% | +$1.85K | ﹤0.01% | 575 |
|
|
2020
Q4 | $13K | Sell |
114
-1,600
| -93% | -$182K | ﹤0.01% | 591 |
|
|
2020
Q3 | $177K | Hold |
1,714
| – | – | 0.06% | 172 |
|
|
2020
Q2 | $167K | Sell |
1,714
-37
| -2% | -$3.61K | 0.07% | 151 |
|
|
2020
Q1 | $166K | Buy |
1,751
+1,522
| +665% | +$144K | 0.08% | 137 |
|
|
2019
Q4 | $26K | Sell |
229
-31
| -12% | -$3.52K | 0.01% | 416 |
|
|
2019
Q3 | $27K | Buy |
+260
| New | +$27K | 0.01% | 440 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$3K | – | 909 |
|
|
2018
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 643 |
|