U.S. Capital 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 | $1.36M | Sell |
7,895
-135
| -2% | -$23.3K | 0.04% | 371 |
|
|
2025
Q1 | $1.77M | Sell |
8,030
-139
| -2% | -$30.7K | 0.05% | 320 |
|
|
2024
Q4 | $1.68M | Sell |
8,169
-658
| -7% | -$135K | 0.05% | 332 |
|
|
2024
Q3 | $1.59M | Sell |
8,827
-1,626
| -16% | -$292K | 0.06% | 280 |
|
|
2024
Q2 | $1.56M | Sell |
10,453
-1,121
| -10% | -$167K | 0.06% | 277 |
|
|
2024
Q1 | $1.85M | Sell |
11,574
-4,472
| -28% | -$715K | 0.07% | 248 |
|
|
2023
Q4 | $2.13M | Sell |
16,046
-791
| -5% | -$105K | 0.08% | 211 |
|
|
2023
Q3 | $1.9M | Sell |
16,837
-559
| -3% | -$63.1K | 0.09% | 202 |
|
|
2023
Q2 | $2.19M | Buy |
17,396
+105
| +0.6% | +$13.2K | 0.1% | 194 |
|
|
2023
Q1 | $1.95M | Sell |
17,291
-394
| -2% | -$44.5K | 0.09% | 215 |
|
|
2022
Q4 | $1.79M | Sell |
17,685
-1,708
| -9% | -$173K | 0.08% | 226 |
|
|
2022
Q3 | $1.82M | Sell |
19,393
-13
| -0.1% | -$1.22K | 0.09% | 208 |
|
|
2022
Q2 | $1.73M | Sell |
19,406
-957
| -5% | -$85.2K | 0.08% | 243 |
|
|
2022
Q1 | $2.07M | Buy |
20,363
+371
| +2% | +$37.6K | 0.08% | 242 |
|
|
2021
Q4 | $2.08M | Buy |
19,992
+12,635
| +172% | +$1.31M | 0.08% | 249 |
|
|
2021
Q3 | $798K | Buy |
+7,357
| New | +$798K | 0.03% | 427 |
|