Semmax Financial 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 | $949K | Buy |
7,121
+1,160
| +19% | +$155K | 0.24% | 96 |
|
|
2025
Q1 | $1.1M | Sell |
5,961
-468
| -7% | -$86.1K | 0.3% | 91 |
|
|
2024
Q4 | $1.48M | Sell |
6,429
-977
| -13% | -$225K | 0.39% | 76 |
|
|
2024
Q3 | $1.59M | Sell |
7,406
-141
| -2% | -$30.2K | 0.44% | 77 |
|
|
2024
Q2 | $1.23M | Buy |
7,547
+945
| +14% | +$154K | 0.37% | 78 |
|
|
2024
Q1 | $1.01M | Buy |
6,602
+660
| +11% | +$101K | 0.33% | 76 |
|
|
2023
Q4 | $853K | Buy |
5,942
+470
| +9% | +$67.5K | 0.31% | 73 |
|
|
2023
Q3 | $665K | Buy |
+5,472
| New | +$665K | 0.27% | 71 |
|
|
2022
Q4 | $358K | Sell |
3,443
-39
| -1% | -$4.06K | 0.14% | 73 |
|
|
2022
Q3 | $336K | Sell |
3,482
-196
| -5% | -$18.9K | 0.14% | 74 |
|
|
2022
Q2 | $392K | Sell |
3,678
-316
| -8% | -$33.7K | 0.16% | 79 |
|
|
2022
Q1 | $405K | Sell |
3,994
-137
| -3% | -$13.9K | 0.16% | 93 |
|
|
2021
Q4 | $429K | Buy |
4,131
+1,019
| +33% | +$106K | 0.16% | 95 |
|
|
2021
Q3 | $338K | Sell |
3,112
-319
| -9% | -$34.6K | 0.12% | 96 |
|
|
2021
Q2 | $367K | Buy |
3,431
+353
| +11% | +$37.8K | 0.12% | 98 |
|
|
2021
Q1 | $366K | Buy |
3,078
+490
| +19% | +$58.3K | 0.13% | 95 |
|
|
2020
Q4 | $295K | Buy |
+2,588
| New | +$295K | 0.12% | 94 |
|