Stratos Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
15,793
+11,279
| +250% | +$1.94M | 0.04% | 417 |
|
|
2025
Q1 | $997K | Sell |
4,514
-743
| -14% | -$164K | 0.02% | 664 |
|
|
2024
Q4 | $1.08M | Sell |
5,257
-637
| -11% | -$131K | 0.02% | 667 |
|
|
2024
Q3 | $1.06M | Sell |
5,894
-82
| -1% | -$14.7K | 0.02% | 662 |
|
|
2024
Q2 | $891K | Sell |
5,976
-1,635
| -21% | -$244K | 0.01% | 694 |
|
|
2024
Q1 | $1.22M | Sell |
7,611
-737
| -9% | -$118K | 0.02% | 582 |
|
|
2023
Q4 | $1.11M | Sell |
8,348
-15
| -0.2% | -$1.99K | 0.02% | 582 |
|
|
2023
Q3 | $945K | Buy |
8,363
+441
| +6% | +$49.8K | 0.02% | 597 |
|
|
2023
Q2 | $999K | Buy |
7,922
+701
| +10% | +$88.4K | 0.02% | 530 |
|
|
2023
Q1 | $816K | Sell |
7,221
-239
| -3% | -$27K | 0.02% | 541 |
|
|
2022
Q4 | $754K | Sell |
7,460
-188
| -2% | -$19K | 0.02% | 590 |
|
|
2022
Q3 | $716K | Sell |
7,648
-500
| -6% | -$46.8K | 0.02% | 576 |
|
|
2022
Q2 | $725K | Sell |
8,148
-478
| -6% | -$42.5K | 0.02% | 596 |
|
|
2022
Q1 | $875K | Buy |
8,626
+1,057
| +14% | +$107K | 0.02% | 602 |
|
|
2021
Q4 | $786K | Sell |
7,569
-8
| -0.1% | -$831 | 0.02% | 641 |
|
|
2021
Q3 | $822K | Buy |
7,577
+293
| +4% | +$31.8K | 0.02% | 582 |
|
|
2021
Q2 | $779K | Sell |
7,284
-167
| -2% | -$17.9K | 0.02% | 626 |
|
|
2021
Q1 | $887K | Sell |
7,451
-31
| -0.4% | -$3.69K | 0.02% | 535 |
|
|
2020
Q4 | $852K | Buy |
7,482
+55
| +0.7% | +$6.26K | 0.03% | 501 |
|
|
2020
Q3 | $765K | Sell |
7,427
-192
| -3% | -$19.8K | 0.03% | 485 |
|
|
2020
Q2 | $744K | Sell |
7,619
-1,220
| -14% | -$119K | 0.03% | 464 |
|
|
2020
Q1 | $840K | Buy |
8,839
+345
| +4% | +$32.8K | 0.04% | 374 |
|
|
2019
Q4 | $982K | Buy |
8,494
+288
| +4% | +$33.3K | 0.04% | 394 |
|
|
2019
Q3 | $850K | Buy |
8,206
+237
| +3% | +$24.5K | 0.04% | 411 |
|
|
2019
Q2 | $726K | Buy |
7,969
+1,856
| +30% | +$169K | 0.03% | 460 |
|
|
2019
Q1 | $540K | Buy |
6,113
+200
| +3% | +$17.7K | 0.02% | 526 |
|
|
2018
Q4 | $435K | Buy |
5,913
+444
| +8% | +$32.7K | 0.02% | 552 |
|
|
2018
Q3 | $451K | Buy |
5,469
+131
| +2% | +$10.8K | 0.02% | 577 |
|
|
2018
Q2 | $395K | Buy |
5,338
+494
| +10% | +$36.6K | 0.02% | 643 |
|
|
2018
Q1 | $345K | Sell |
4,844
-178
| -4% | -$12.7K | 0.01% | 668 |
|
|
2017
Q4 | $329K | Buy |
5,022
+244
| +5% | +$16K | 0.01% | 671 |
|
|
2017
Q3 | $308K | Buy |
4,778
+36
| +0.8% | +$2.32K | 0.01% | 676 |
|
|
2017
Q2 | $290K | Buy |
+4,742
| New | +$290K | 0.02% | 648 |
|