Private Advisor Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
31,829
+1,181
| +4% | +$204K | 0.03% | 544 |
|
|
2025
Q1 | $6.77M | Buy |
30,648
+299
| +1% | +$66K | 0.04% | 435 |
|
|
2024
Q4 | $6.23M | Buy |
30,349
+9,828
| +48% | +$2.02M | 0.04% | 452 |
|
|
2024
Q3 | $3.69M | Sell |
20,521
-300
| -1% | -$53.9K | 0.02% | 636 |
|
|
2024
Q2 | $3.1M | Buy |
20,821
+881
| +4% | +$131K | 0.02% | 663 |
|
|
2024
Q1 | $3.19M | Buy |
19,940
+776
| +4% | +$124K | 0.02% | 620 |
|
|
2023
Q4 | $2.55M | Sell |
19,164
-1,488
| -7% | -$198K | 0.02% | 666 |
|
|
2023
Q3 | $2.33M | Sell |
20,652
-10,027
| -33% | -$1.13M | 0.02% | 647 |
|
|
2023
Q2 | $3.87M | Buy |
30,679
+12,938
| +73% | +$1.63M | 0.03% | 494 |
|
|
2023
Q1 | $2.01M | Sell |
17,741
-2,624
| -13% | -$297K | 0.02% | 677 |
|
|
2022
Q4 | $298K | Sell |
20,365
-788
| -4% | -$11.5K | 0.02% | 749 |
|
|
2022
Q3 | $1.98M | Sell |
21,153
-3,408
| -14% | -$319K | 0.02% | 625 |
|
|
2022
Q2 | $2.19M | Buy |
24,561
+1,857
| +8% | +$165K | 0.02% | 705 |
|
|
2022
Q1 | $2.3M | Sell |
22,704
-18,266
| -45% | -$1.85M | 0.02% | 745 |
|
|
2021
Q4 | $4.25M | Sell |
40,970
-3,953
| -9% | -$410K | 0.03% | 514 |
|
|
2021
Q3 | $4.87M | Buy |
44,923
+11,202
| +33% | +$1.22M | 0.03% | 526 |
|
|
2021
Q2 | $3.6M | Buy |
33,721
+2,950
| +10% | +$315K | 0.03% | 523 |
|
|
2021
Q1 | $3.66M | Buy |
30,771
+18,412
| +149% | +$2.19M | 0.03% | 474 |
|
|
2020
Q4 | $1.41M | Buy |
12,359
+451
| +4% | +$51.4K | 0.01% | 779 |
|
|
2020
Q3 | $1.2M | Sell |
11,908
-12,167
| -51% | -$1.23M | 0.02% | 717 |
|
|
2020
Q2 | $2.35M | Sell |
24,075
-424
| -2% | -$41.4K | 0.03% | 480 |
|
|
2020
Q1 | $2.33M | Sell |
24,499
-23,322
| -49% | -$2.22M | 0.04% | 392 |
|
|
2019
Q4 | $5.53M | Buy |
47,821
+10,495
| +28% | +$1.21M | 0.09% | 249 |
|
|
2019
Q3 | $3.87M | Buy |
37,326
+2,072
| +6% | +$215K | 0.06% | 323 |
|
|
2019
Q2 | $3.21M | Sell |
35,254
-2,030
| -5% | -$185K | 0.06% | 337 |
|
|
2019
Q1 | $3.29M | Buy |
37,284
+2,062
| +6% | +$182K | 0.06% | 300 |
|
|
2018
Q4 | $2.59M | Buy |
35,222
+23
| +0.1% | +$1.69K | 0.06% | 307 |
|
|
2018
Q3 | $2.9M | Buy |
35,199
+8,493
| +32% | +$700K | 0.06% | 321 |
|
|
2018
Q2 | $2M | Buy |
26,706
+18,319
| +218% | +$1.37M | 0.03% | 277 |
|
|
2018
Q1 | $598K | Sell |
8,387
-17,779
| -68% | -$1.27M | 0.02% | 596 |
|
|
2017
Q4 | $1.76M | Sell |
26,166
-6,676
| -20% | -$450K | 0.07% | 273 |
|
|
2017
Q3 | $2.09M | Buy |
32,842
+328
| +1% | +$20.9K | 0.05% | 353 |
|
|
2017
Q2 | $2M | Buy |
32,514
+2,166
| +7% | +$133K | 0.05% | 340 |
|
|
2017
Q1 | $1.75M | Buy |
30,348
+4,994
| +20% | +$289K | 0.05% | 373 |
|
|
2016
Q4 | $1.38M | Sell |
25,354
-712
| -3% | -$38.6K | 0.05% | 406 |
|
|
2016
Q3 | $1.29M | Buy |
26,066
+3,512
| +16% | +$174K | 0.05% | 365 |
|
|
2016
Q2 | $1.23M | Buy |
22,554
+16,964
| +303% | +$922K | 0.05% | 359 |
|
|
2016
Q1 | $250K | Sell |
5,590
-652
| -10% | -$29.2K | 0.01% | 827 |
|
|
2015
Q4 | $285K | Sell |
6,242
-382
| -6% | -$17.4K | 0.01% | 805 |
|
|
2015
Q3 | $287K | Sell |
6,624
-720
| -10% | -$31.2K | 0.02% | 752 |
|
|
2015
Q2 | $304K | Buy |
7,344
+862
| +13% | +$35.7K | 0.01% | 780 |
|
|
2015
Q1 | $257K | Sell |
6,482
-236
| -4% | -$9.36K | 0.01% | 790 |
|
|
2014
Q4 | $238K | Sell |
6,718
-504
| -7% | -$17.9K | 0.02% | 803 |
|
|
2014
Q3 | $233K | Buy |
7,222
+120
| +2% | +$3.87K | 0.02% | 788 |
|
|
2014
Q2 | $214K | Buy |
7,102
+58
| +0.8% | +$1.75K | 0.02% | 774 |
|
|
2014
Q1 | $200K | Sell |
7,044
-16
| -0.2% | -$454 | 0.02% | 709 |
|
|
2013
Q4 | $208K | Buy |
+7,060
| New | +$208K | 0.02% | 650 |
|