Professional Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Buy |
167,217
+41,295
| +33% | +$7.12M | 3.91% | 5 |
|
|
2025
Q1 | $27.8M | Sell |
125,922
-13,792
| -10% | -$3.05M | 3.89% | 7 |
|
|
2024
Q4 | $28.7M | Sell |
139,714
-51,456
| -27% | -$10.6M | 3.96% | 5 |
|
|
2024
Q3 | $34.3M | Sell |
191,170
-16,602
| -8% | -$2.98M | 4.51% | 4 |
|
|
2024
Q2 | $31M | Sell |
207,772
-899
| -0.4% | -$134K | 4.23% | 4 |
|
|
2024
Q1 | $33.4M | Sell |
208,671
-5,533
| -3% | -$884K | 4.53% | 3 |
|
|
2023
Q4 | $28.5M | Buy |
214,204
+2,755
| +1% | +$366K | 4.07% | 3 |
|
|
2023
Q3 | $23.9M | Buy |
211,449
+678
| +0.3% | +$76.6K | 3.93% | 8 |
|
|
2023
Q2 | $26.6M | Sell |
210,771
-7,714
| -4% | -$973K | 4.04% | 3 |
|
|
2023
Q1 | $24.7M | Sell |
218,485
-18,549
| -8% | -$2.1M | 3.85% | 3 |
|
|
2022
Q4 | $24M | Sell |
237,034
-1,908
| -0.8% | -$193K | 3.9% | 5 |
|
|
2022
Q3 | $22.4M | Buy |
238,942
+2,449
| +1% | +$229K | 3.88% | 6 |
|
|
2022
Q2 | $21M | Buy |
236,493
+5,758
| +2% | +$512K | 3.51% | 9 |
|
|
2022
Q1 | $23.4M | Buy |
230,735
+28,521
| +14% | +$2.89M | 3.36% | 10 |
|
|
2021
Q4 | $21M | Buy |
202,214
+82,481
| +69% | +$8.56M | 2.85% | 22 |
|
|
2021
Q3 | $13M | Buy |
119,733
+970
| +0.8% | +$105K | 1.91% | 29 |
|
|
2021
Q2 | $12.7M | Buy |
+118,763
| New | +$12.7M | 1.84% | 31 |
|