Rational 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 | $24.8K | Buy |
+144
| New | +$24.8K | ﹤0.01% | 158 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$2K | – | 350 |
|
|
2020
Q3 | $2K | Sell |
22
-706
| -97% | -$64.2K | ﹤0.01% | 470 |
|
|
2020
Q2 | $71K | Buy |
+728
| New | +$71K | 0.04% | 174 |
|
|
2020
Q1 | – | Sell |
-2,212
| Closed | -$256K | – | 289 |
|
|
2019
Q4 | $256K | Sell |
2,212
-9,188
| -81% | -$1.06M | 0.12% | 168 |
|
|
2019
Q3 | $1.18M | Sell |
11,400
-5,447
| -32% | -$564K | 0.46% | 65 |
|
|
2019
Q2 | $1.54M | Buy |
16,847
+7,011
| +71% | +$639K | 0.54% | 51 |
|
|
2019
Q1 | $868K | Sell |
9,836
-464
| -5% | -$40.9K | 0.23% | 114 |
|
|
2018
Q4 | $757K | Sell |
10,300
-9,564
| -48% | -$703K | 0.24% | 85 |
|
|
2018
Q3 | $1.64M | Buy |
19,864
+2,405
| +14% | +$198K | 0.39% | 65 |
|
|
2018
Q2 | $1.29M | Buy |
17,459
+3,859
| +28% | +$286K | 0.61% | 59 |
|
|
2018
Q1 | $970K | Hold |
13,600
| – | – | 0.46% | 82 |
|
|
2017
Q4 | $892K | Hold |
13,600
| – | – | 0.46% | 81 |
|
|
2017
Q3 | $877K | Sell |
13,600
-600
| -4% | -$38.7K | 0.47% | 67 |
|
|
2017
Q2 | $869K | Hold |
14,200
| – | – | 0.54% | 58 |
|
|
2017
Q1 | $819K | Buy |
+14,200
| New | +$819K | 0.54% | 65 |
|
|
2016
Q4 | – | Sell |
-14,200
| Closed | -$706K | – | 243 |
|
|
2016
Q3 | $706K | Buy |
14,200
+6,600
| +87% | +$328K | 0.46% | 79 |
|
|
2016
Q2 | $413K | Buy |
+7,600
| New | +$413K | 0.29% | 97 |
|
|
2015
Q3 | $78K | Hold |
1,800
| – | – | 0.03% | 229 |
|
|
2015
Q2 | $75K | Hold |
1,800
| – | – | 0.02% | 231 |
|
|
2015
Q1 | $71K | Sell |
1,800
-11,200
| -86% | -$442K | 0.02% | 240 |
|
|
2014
Q4 | $461K | Buy |
+13,000
| New | +$461K | 0.09% | 185 |
|
|
2013
Q4 | $2.09M | Sell |
70,900
-300
| -0.4% | -$8.86K | 0.18% | 184 |
|
|
2013
Q3 | $1.8M | Hold |
71,200
| – | – | 0.14% | 235 |
|
|
2013
Q2 | $1.56M | Buy |
+71,200
| New | +$1.56M | 0.13% | 258 |
|