Snowden 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 | $4.88M | Sell |
28,296
-803
| -3% | -$138K | 0.14% | 158 |
|
|
2025
Q1 | $6.43M | Sell |
29,099
-4,426
| -13% | -$977K | 0.21% | 103 |
|
|
2024
Q4 | $6.89M | Sell |
33,525
-447
| -1% | -$91.8K | 0.21% | 95 |
|
|
2024
Q3 | $6.1M | Buy |
33,972
+136
| +0.4% | +$24.4K | 0.18% | 124 |
|
|
2024
Q2 | $5.04M | Sell |
33,836
-1,110
| -3% | -$165K | 0.15% | 172 |
|
|
2024
Q1 | $5.59M | Sell |
34,946
-6,122
| -15% | -$978K | 0.17% | 153 |
|
|
2023
Q4 | $5.46M | Sell |
41,068
-7,489
| -15% | -$995K | 0.21% | 130 |
|
|
2023
Q3 | $5.48M | Sell |
48,557
-3,111
| -6% | -$351K | 0.23% | 111 |
|
|
2023
Q2 | $6.52M | Sell |
51,668
-2,221
| -4% | -$280K | 0.23% | 105 |
|
|
2023
Q1 | $6.09M | Sell |
53,889
-5,843
| -10% | -$660K | 0.24% | 105 |
|
|
2022
Q4 | $6.04M | Sell |
59,732
-121
| -0.2% | -$12.2K | 0.25% | 100 |
|
|
2022
Q3 | $5.6M | Buy |
59,853
+2,796
| +5% | +$262K | 0.25% | 94 |
|
|
2022
Q2 | $5.08M | Buy |
57,057
+1,574
| +3% | +$140K | 0.23% | 108 |
|
|
2022
Q1 | $5.63M | Buy |
55,483
+15,177
| +38% | +$1.54M | 0.23% | 111 |
|
|
2021
Q4 | $4.18M | Sell |
40,306
-11,672
| -22% | -$1.21M | 0.21% | 149 |
|
|
2021
Q3 | $5.64M | Buy |
51,978
+3,372
| +7% | +$366K | 0.28% | 94 |
|
|
2021
Q2 | $5.2M | Buy |
48,606
+18,366
| +61% | +$1.96M | 0.26% | 108 |
|
|
2021
Q1 | $3.6M | Buy |
+30,240
| New | +$3.6M | 0.21% | 155 |
|
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$370K | – | 544 |
|
|
2019
Q4 | $370K | Buy |
3,200
+117
| +4% | +$13.5K | 0.03% | 447 |
|
|
2019
Q3 | $319K | Buy |
3,083
+471
| +18% | +$48.8K | 0.03% | 413 |
|
|
2019
Q2 | $238K | Buy |
2,612
+62
| +2% | +$5.65K | 0.02% | 455 |
|
|
2019
Q1 | $225K | Buy |
+2,550
| New | +$225K | 0.02% | 463 |
|
|
2018
Q4 | – | Sell |
-2,659
| Closed | -$219K | – | 477 |
|
|
2018
Q3 | $219K | Buy |
+2,659
| New | +$219K | 0.02% | 453 |
|