STALEY CAPITAL ADVISERS’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3M | Buy |
425,270
+6,473
| +2% | +$1.12M | 3.12% | 7 |
|
|
2025
Q1 | $92.5M | Sell |
418,797
-15,522
| -4% | -$3.43M | 4.19% | 7 |
|
|
2024
Q4 | $89.2M | Sell |
434,319
-12,495
| -3% | -$2.57M | 3.96% | 7 |
|
|
2024
Q3 | $80.3M | Sell |
446,814
-7,930
| -2% | -$1.42M | 3.59% | 7 |
|
|
2024
Q2 | $67.8M | Sell |
454,744
-6,880
| -1% | -$1.03M | 3.12% | 8 |
|
|
2024
Q1 | $73.8M | Sell |
461,624
-12,820
| -3% | -$2.05M | 3.44% | 7 |
|
|
2023
Q4 | $63M | Sell |
474,444
-3,168
| -0.7% | -$421K | 3.14% | 9 |
|
|
2023
Q3 | $54M | Sell |
477,612
-147
| -0% | -$16.6K | 2.97% | 10 |
|
|
2023
Q2 | $60.3M | Sell |
477,759
-10,357
| -2% | -$1.31M | 3.25% | 8 |
|
|
2023
Q1 | $55.2M | Sell |
488,116
-14,295
| -3% | -$1.62M | 3.08% | 9 |
|
|
2022
Q4 | $50.8M | Buy |
502,411
+4,900
| +1% | +$495K | 3.03% | 10 |
|
|
2022
Q3 | $46.6M | Buy |
497,511
+5,521
| +1% | +$517K | 2.97% | 10 |
|
|
2022
Q2 | $43.8M | Buy |
491,990
+42,820
| +10% | +$3.81M | 2.59% | 12 |
|
|
2022
Q1 | $45.5M | Buy |
449,170
+404,625
| +908% | +$41M | 2.3% | 14 |
|
|
2021
Q4 | $4.62M | Buy |
44,545
+40,000
| +880% | +$4.15M | 0.22% | 62 |
|
|
2021
Q3 | $493K | Hold |
4,545
| – | – | 0.03% | 126 |
|
|
2021
Q2 | $486K | Hold |
4,545
| – | – | 0.03% | 125 |
|
|
2021
Q1 | $541K | Hold |
4,545
| – | – | 0.03% | 124 |
|
|
2020
Q4 | $517K | Hold |
4,545
| – | – | 0.03% | 119 |
|
|
2020
Q3 | $468K | Hold |
4,545
| – | – | 0.03% | 113 |
|
|
2020
Q2 | $444K | Hold |
4,545
| – | – | 0.03% | 112 |
|
|
2020
Q1 | $432K | Hold |
4,545
| – | – | 0.04% | 105 |
|
|
2019
Q4 | $526K | Hold |
4,545
| – | – | 0.04% | 114 |
|
|
2019
Q3 | $471K | Buy |
+4,545
| New | +$471K | 0.04% | 113 |
|