Richwood 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 | $260K | Hold |
1,510
| – | – | 0.21% | 89 |
|
|
2025
Q1 | $333K | Hold |
1,510
| – | – | 0.28% | 80 |
|
|
2024
Q4 | $310K | Sell |
1,510
-165
| -10% | -$33.9K | 0.26% | 79 |
|
|
2024
Q3 | $301K | Hold |
1,675
| – | – | 0.25% | 81 |
|
|
2024
Q2 | $250K | Hold |
1,675
| – | – | 0.22% | 90 |
|
|
2024
Q1 | $268K | Hold |
1,675
| – | – | 0.24% | 89 |
|
|
2023
Q4 | $223K | Buy |
+1,675
| New | +$223K | 0.21% | 96 |
|
|
2023
Q3 | – | Sell |
-1,770
| Closed | -$223K | – | 100 |
|
|
2023
Q2 | $223K | Hold |
1,770
| – | – | 0.22% | 97 |
|
|
2023
Q1 | $200K | Buy |
+1,770
| New | +$200K | 0.2% | 103 |
|
|
2022
Q1 | – | Sell |
-530
| Closed | -$55K | – | 157 |
|
|
2021
Q4 | $55K | Buy |
+530
| New | +$55K | 0.05% | 162 |
|