TRUE Private Wealth 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 | $308K | Buy |
1,785
+86
| +5% | +$14.8K | 0.03% | 202 |
|
|
2025
Q1 | $375K | Sell |
1,699
-12
| -0.7% | -$2.65K | 0.05% | 160 |
|
|
2024
Q4 | $352K | Buy |
1,711
+181
| +12% | +$37.2K | 0.04% | 164 |
|
|
2024
Q3 | $275K | Sell |
1,530
-3,446
| -69% | -$619K | 0.03% | 178 |
|
|
2024
Q2 | $742K | Buy |
4,976
+114
| +2% | +$17K | 0.08% | 120 |
|
|
2024
Q1 | $777K | Buy |
4,862
+119
| +3% | +$19K | 0.09% | 115 |
|
|
2023
Q4 | $630K | Buy |
4,743
+760
| +19% | +$101K | 0.08% | 132 |
|
|
2023
Q3 | $450K | Buy |
3,983
+521
| +15% | +$58.9K | 0.06% | 151 |
|
|
2023
Q2 | $437K | Buy |
3,462
+78
| +2% | +$9.84K | 0.06% | 143 |
|
|
2023
Q1 | $383K | Sell |
3,384
-38
| -1% | -$4.3K | 0.06% | 147 |
|
|
2022
Q4 | $346K | Buy |
3,422
+221
| +7% | +$22.3K | 0.05% | 151 |
|
|
2022
Q3 | $299K | Buy |
3,201
+59
| +2% | +$5.51K | 0.05% | 152 |
|
|
2022
Q2 | $279K | Sell |
3,142
-525
| -14% | -$46.6K | 0.04% | 173 |
|
|
2022
Q1 | $376K | Buy |
3,667
+102
| +3% | +$10.5K | 0.05% | 150 |
|
|
2021
Q4 | $370K | Sell |
3,565
-275
| -7% | -$28.5K | 0.05% | 179 |
|
|
2021
Q3 | $416K | Buy |
3,840
+71
| +2% | +$7.69K | 0.06% | 161 |
|
|
2021
Q2 | $402K | Sell |
3,769
-715
| -16% | -$76.3K | 0.06% | 152 |
|
|
2021
Q1 | $534K | Sell |
4,484
-423
| -9% | -$50.4K | 0.09% | 130 |
|
|
2020
Q4 | $558K | Buy |
4,907
+312
| +7% | +$35.5K | 0.09% | 116 |
|
|
2020
Q3 | $473K | Buy |
4,595
+3,135
| +215% | +$323K | 0.08% | 128 |
|
|
2020
Q2 | $142K | Hold |
1,460
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $138K | Buy |
1,460
+14
| +1% | +$1.32K | 0.03% | 167 |
|
|
2019
Q4 | $167K | Buy |
+1,446
| New | +$167K | 0.03% | 238 |
|
|
2019
Q3 | – | Sell |
-1,446
| Closed | -$131K | – | 400 |
|
|
2019
Q2 | $131K | Buy |
+1,446
| New | +$131K | 0.02% | 234 |
|
|
2018
Q4 | – | Sell |
-1,732
| Closed | -$143K | – | 485 |
|
|
2018
Q3 | $143K | Buy |
+1,732
| New | +$143K | 0.02% | 305 |
|