Soltis 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 | $1.04M | Sell |
6,048
-17,426
| -74% | -$3M | 0.08% | 171 |
|
|
2025
Q1 | $5.18M | Buy |
23,474
+2,613
| +13% | +$577K | 0.46% | 60 |
|
|
2024
Q4 | $4.29M | Buy |
20,861
+18,651
| +844% | +$3.83M | 0.4% | 69 |
|
|
2024
Q3 | $397K | Buy |
2,210
+41
| +2% | +$7.37K | 0.04% | 247 |
|
|
2024
Q2 | $323K | Buy |
2,169
+77
| +4% | +$11.5K | 0.03% | 255 |
|
|
2024
Q1 | $334K | Sell |
2,092
-231
| -10% | -$36.9K | 0.04% | 239 |
|
|
2023
Q4 | $309K | Sell |
2,323
-27
| -1% | -$3.59K | 0.03% | 235 |
|
|
2023
Q3 | $265K | Sell |
2,350
-151
| -6% | -$17.1K | 0.03% | 231 |
|
|
2023
Q2 | $316K | Sell |
2,501
-787
| -24% | -$99.3K | 0.04% | 211 |
|
|
2023
Q1 | $372K | Sell |
3,288
-22,609
| -87% | -$2.56M | 0.05% | 190 |
|
|
2022
Q4 | $2.62M | Buy |
+25,897
| New | +$2.62M | 0.34% | 81 |
|