SEIA
Signature Estate & Investment Advisors’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
1,732
-44
| -2% | -$7.59K | 0.01% | 465 |
|
|
2025
Q1 | $392K | Buy |
1,776
+214
| +14% | +$47.3K | 0.01% | 389 |
|
|
2024
Q4 | $321K | Buy |
1,562
+20
| +1% | +$4.11K | 0.01% | 409 |
|
|
2024
Q3 | $277K | Buy |
1,542
+31
| +2% | +$5.57K | 0.01% | 420 |
|
|
2024
Q2 | $225K | Buy |
+1,511
| New | +$225K | 0.01% | 463 |
|
|
2021
Q4 | – | Sell |
-5,132
| Closed | -$557K | – | 165 |
|
|
2021
Q3 | $557K | Sell |
5,132
-813
| -14% | -$88.2K | 0.03% | 111 |
|
|
2021
Q2 | $636K | Sell |
5,945
-1,794
| -23% | -$192K | 0.03% | 103 |
|
|
2021
Q1 | $921K | Sell |
7,739
-264,492
| -97% | -$31.5M | 0.04% | 97 |
|
|
2020
Q4 | $31M | Buy |
272,231
+8,979
| +3% | +$1.02M | 1.67% | 24 |
|
|
2020
Q3 | $27.1M | Buy |
263,252
+13,531
| +5% | +$1.39M | 1.68% | 25 |
|
|
2020
Q2 | $24.4M | Buy |
249,721
+1,545
| +0.6% | +$151K | 1.73% | 25 |
|
|
2020
Q1 | $23.6M | Sell |
248,176
-3,640
| -1% | -$346K | 1.88% | 20 |
|
|
2019
Q4 | $29.1M | Buy |
251,816
+2,111
| +0.8% | +$244K | 1.78% | 15 |
|
|
2019
Q3 | $25.9M | Sell |
249,705
-24,817
| -9% | -$2.57M | 1.72% | 19 |
|
|
2019
Q2 | $25M | Buy |
274,522
+10,809
| +4% | +$985K | 1.65% | 23 |
|
|
2019
Q1 | $23.3M | Buy |
+263,713
| New | +$23.3M | 1.57% | 20 |
|