Sequoia 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 | $14.5M | Buy |
84,241
+2,110
| +3% | +$364K | 0.1% | 156 |
|
|
2025
Q1 | $18.1M | Buy |
82,131
+17,152
| +26% | +$3.79M | 0.14% | 128 |
|
|
2024
Q4 | $13.3M | Buy |
64,979
+3,093
| +5% | +$635K | 0.13% | 147 |
|
|
2024
Q3 | $11.1M | Buy |
61,886
+48,270
| +355% | +$8.67M | 0.12% | 143 |
|
|
2024
Q2 | $2.03M | Buy |
13,616
+517
| +4% | +$77.1K | 0.02% | 318 |
|
|
2024
Q1 | $2.09M | Sell |
13,099
-3,923
| -23% | -$627K | 0.03% | 316 |
|
|
2023
Q4 | $2.26M | Buy |
17,022
+5,849
| +52% | +$777K | 0.03% | 335 |
|
|
2023
Q3 | $1.26M | Buy |
11,173
+2,950
| +36% | +$333K | 0.02% | 295 |
|
|
2023
Q2 | $1.04M | Buy |
8,223
+2,338
| +40% | +$295K | 0.02% | 343 |
|
|
2023
Q1 | $665K | Buy |
5,885
+178
| +3% | +$20.1K | 0.01% | 397 |
|
|
2022
Q4 | $577K | Buy |
5,707
+3,435
| +151% | +$347K | 0.01% | 396 |
|
|
2022
Q3 | $213K | Sell |
2,272
-1,166
| -34% | -$109K | 0.01% | 476 |
|
|
2022
Q2 | $306K | Sell |
3,438
-83
| -2% | -$7.39K | 0.01% | 434 |
|
|
2022
Q1 | $357K | Buy |
+3,521
| New | +$357K | 0.01% | 440 |
|
|
2015
Q1 | – | Sell |
-6,410
| Closed | -$227K | – | 184 |
|
|
2014
Q4 | $227K | Hold |
6,410
| – | – | 0.16% | 137 |
|
|
2014
Q3 | $207K | Sell |
6,410
-2,760
| -30% | -$89.1K | 0.14% | 153 |
|
|
2014
Q2 | $277K | Buy |
9,170
+420
| +5% | +$12.7K | 0.21% | 109 |
|
|
2014
Q1 | $248K | Buy |
8,750
+970
| +12% | +$27.5K | 0.21% | 124 |
|
|
2013
Q4 | $230K | Buy |
+7,780
| New | +$230K | 0.19% | 124 |
|