Resonant Capital 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 | $544K | Buy |
3,154
+176
| +6% | +$30.3K | 0.03% | 228 |
|
|
2025
Q1 | $658K | Buy |
2,978
+127
| +4% | +$28K | 0.05% | 183 |
|
|
2024
Q4 | $586K | Sell |
2,851
-30
| -1% | -$6.16K | 0.04% | 194 |
|
|
2024
Q3 | $518K | Buy |
2,881
+214
| +8% | +$38.4K | 0.04% | 210 |
|
|
2024
Q2 | $397K | Buy |
2,667
+171
| +7% | +$25.5K | 0.03% | 221 |
|
|
2024
Q1 | $399K | Buy |
2,496
+134
| +6% | +$21.4K | 0.03% | 221 |
|
|
2023
Q4 | $314K | Buy |
2,362
+134
| +6% | +$17.8K | 0.03% | 230 |
|
|
2023
Q3 | $252K | Buy |
2,228
+153
| +7% | +$17.3K | 0.03% | 238 |
|
|
2023
Q2 | $262K | Buy |
2,075
+164
| +9% | +$20.7K | 0.03% | 223 |
|
|
2023
Q1 | $216K | Buy |
+1,911
| New | +$216K | 0.02% | 238 |
|
|
2020
Q3 | – | Sell |
-3,072
| Closed | -$300K | – | 164 |
|
|
2020
Q2 | $300K | Buy |
3,072
+116
| +4% | +$11.3K | 0.09% | 145 |
|
|
2020
Q1 | $281K | Sell |
2,956
-57
| -2% | -$5.42K | 0.1% | 158 |
|
|
2019
Q4 | $348K | Buy |
+3,013
| New | +$348K | 0.11% | 163 |
|