Transamerica Financial 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 | $24.6K | Hold |
143
| – | – | ﹤0.01% | 330 |
|
|
2025
Q1 | $32K | Hold |
143
| – | – | ﹤0.01% | 322 |
|
|
2024
Q4 | $30K | Hold |
143
| – | – | ﹤0.01% | 323 |
|
|
2024
Q3 | $26K | Sell |
143
-805
| -85% | -$146K | ﹤0.01% | 322 |
|
|
2024
Q2 | $142K | Hold |
948
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $152K | Sell |
948
-3,137
| -77% | -$503K | 0.02% | 231 |
|
|
2023
Q4 | $543K | Sell |
4,085
-495
| -11% | -$65.8K | 0.08% | 170 |
|
|
2023
Q3 | $518K | Sell |
4,580
-616
| -12% | -$69.7K | 0.07% | 164 |
|
|
2023
Q2 | $656K | Sell |
5,196
-12
| -0.2% | -$1.52K | 0.09% | 159 |
|
|
2023
Q1 | $589K | Buy |
5,208
+3,749
| +257% | +$424K | 0.08% | 166 |
|
|
2022
Q4 | $148K | Sell |
1,459
-9,411
| -87% | -$955K | 0.02% | 238 |
|
|
2022
Q3 | $1.02M | Sell |
10,870
-1,074
| -9% | -$101K | 0.15% | 110 |
|
|
2022
Q2 | $1.06M | Buy |
+11,944
| New | +$1.06M | 0.15% | 105 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$1K | – | 149 |
|
|
2021
Q2 | $1K | Sell |
4
-8
| -67% | -$2K | 0.02% | 124 |
|
|
2021
Q1 | $2K | Buy |
12
+1
| +9% | +$167 | 0.05% | 79 |
|
|
2020
Q4 | $2K | Buy |
11
+1
| +10% | +$182 | 0.04% | 79 |
|
|
2020
Q3 | $1K | Sell |
10
-36
| -78% | -$3.6K | 0.02% | 151 |
|
|
2020
Q2 | $5K | Buy |
46
+36
| +360% | +$3.91K | ﹤0.01% | 287 |
|
|
2020
Q1 | $1K | Sell |
10
-1
| -9% | -$100 | 0.02% | 84 |
|
|
2019
Q4 | $2K | Sell |
11
-1
| -8% | -$182 | 0.03% | 61 |
|
|
2019
Q3 | $2K | Sell |
12
-3,766
| -100% | -$628K | 0.03% | 62 |
|
|
2019
Q2 | $345K | Buy |
3,778
+3,766
| +31,383% | +$344K | 0.07% | 141 |
|
|
2019
Q1 | $2K | Sell |
12
-3,787
| -100% | -$631K | 0.01% | 58 |
|
|
2018
Q4 | $280K | Sell |
3,799
-1,151
| -23% | -$84.8K | 0.07% | 139 |
|
|
2018
Q3 | $408K | Sell |
4,950
-304
| -6% | -$25.1K | 0.09% | 141 |
|
|
2018
Q2 | $390K | Sell |
5,254
-94,108
| -95% | -$6.99M | 0.09% | 139 |
|
|
2018
Q1 | $7.09M | Sell |
99,362
-11,954
| -11% | -$852K | 1.05% | 25 |
|
|
2017
Q4 | $7.3M | Sell |
111,316
-1,978
| -2% | -$130K | 0.97% | 27 |
|
|
2017
Q3 | $7.31M | Sell |
113,294
-3,452
| -3% | -$223K | 0.9% | 33 |
|
|
2017
Q2 | $7.14M | Buy |
116,746
+4,758
| +4% | +$291K | 0.97% | 31 |
|
|
2017
Q1 | $6.46M | Sell |
111,988
-870
| -0.8% | -$50.2K | 0.77% | 38 |
|
|
2016
Q4 | $6M | Buy |
112,858
+3,464
| +3% | +$184K | 0.71% | 39 |
|
|
2016
Q3 | $5.44M | Buy |
109,394
+9,622
| +10% | +$479K | 0.59% | 52 |
|
|
2016
Q2 | $5.43M | Sell |
99,772
-990
| -1% | -$53.8K | 0.55% | 50 |
|
|
2016
Q1 | $5.17M | Buy |
100,762
+11,924
| +13% | +$612K | 0.44% | 54 |
|
|
2015
Q4 | $4.06M | Buy |
88,838
+5,148
| +6% | +$235K | 0.3% | 70 |
|
|
2015
Q3 | $3.63M | Buy |
83,690
+2,972
| +4% | +$129K | 0.29% | 70 |
|
|
2015
Q2 | $3.34M | Buy |
80,718
+7,142
| +10% | +$296K | 0.24% | 85 |
|
|
2015
Q1 | $2.92M | Buy |
73,576
+73,362
| +34,281% | +$2.91M | 0.2% | 96 |
|
|
2014
Q4 | $8K | Buy |
214
+10
| +5% | +$374 | ﹤0.01% | 524 |
|
|
2014
Q3 | $7K | Hold |
204
| – | – | ﹤0.01% | 496 |
|
|
2014
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 527 |
|
|
2014
Q1 | $6K | Sell |
204
-2,880
| -93% | -$84.7K | ﹤0.01% | 500 |
|
|
2013
Q4 | $92K | Buy |
3,084
+452
| +17% | +$13.5K | 0.01% | 282 |
|
|
2013
Q3 | $67K | Buy |
2,632
+316
| +14% | +$8.04K | 0.01% | 291 |
|
|
2013
Q2 | $51K | Buy |
+2,316
| New | +$51K | 0.01% | 274 |
|