Prime Capital 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 | $4.81M | Sell |
27,878
-11,674
| -30% | -$2.01M | 0.06% | 204 |
|
2025
Q1 | $8.73M | Buy |
39,552
+11,621
| +42% | +$2.57M | 0.1% | 152 |
|
2024
Q4 | $5.74M | Buy |
27,931
+233
| +0.8% | +$47.9K | 0.08% | 165 |
|
2024
Q3 | $4.98M | Sell |
27,698
-2,034
| -7% | -$365K | 0.07% | 187 |
|
2024
Q2 | $4.43M | Sell |
29,732
-11,829
| -28% | -$1.76M | 0.07% | 202 |
|
2024
Q1 | $6.64M | Buy |
41,561
+4,123
| +11% | +$659K | 0.09% | 167 |
|
2023
Q4 | $4.97M | Buy |
37,438
+4,374
| +13% | +$581K | 0.08% | 198 |
|
2023
Q3 | $3.73M | Sell |
33,064
-2,561
| -7% | -$289K | 0.08% | 183 |
|
2023
Q2 | $4.49M | Buy |
35,625
+3,011
| +9% | +$380K | 0.09% | 172 |
|
2023
Q1 | $3.69M | Buy |
32,614
+17,220
| +112% | +$1.95M | 0.15% | 121 |
|
2022
Q4 | $1.56M | Buy |
15,394
+13,063
| +560% | +$1.32M | 0.06% | 195 |
|
2022
Q3 | $218K | Buy |
+2,331
| New | +$218K | 0.01% | 362 |
|
2021
Q2 | – | Sell |
-8,600
| Closed | -$1.02M | – | 432 |
|
2021
Q1 | $1.02M | Sell |
8,600
-700
| -8% | -$83.3K | 0.07% | 160 |
|
2020
Q4 | $1.06M | Sell |
9,300
-20,200
| -68% | -$2.3M | 0.08% | 153 |
|
2020
Q3 | $3.04M | Sell |
29,500
-400
| -1% | -$41.2K | 0.26% | 80 |
|
2020
Q2 | $2.92M | Sell |
29,900
-819
| -3% | -$80K | 0.27% | 71 |
|
2020
Q1 | $2.92M | Sell |
30,719
-3,991
| -11% | -$379K | 0.35% | 57 |
|
2019
Q4 | $4.01M | Buy |
34,710
+34,600
| +31,455% | +$4M | 0.46% | 43 |
|
2019
Q3 | $11K | Buy |
+110
| New | +$11K | ﹤0.01% | 498 |
|