United Capital 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 | $4.96M | Sell |
28,779
-1,530
| -5% | -$264K | 0.04% | 279 |
|
|
2025
Q1 | $6.69M | Buy |
30,309
+909
| +3% | +$201K | 0.06% | 231 |
|
|
2024
Q4 | $6.04M | Sell |
29,400
-92
| -0.3% | -$18.9K | 0.05% | 233 |
|
|
2024
Q3 | $5.3M | Buy |
29,492
+10
| +0% | +$1.8K | 0.04% | 252 |
|
|
2024
Q2 | $4.39M | Sell |
29,482
-1,391
| -5% | -$207K | 0.04% | 279 |
|
|
2024
Q1 | $4.93M | Sell |
30,873
-896
| -3% | -$143K | 0.04% | 284 |
|
|
2023
Q4 | $4.22M | Buy |
31,769
+9,054
| +40% | +$1.2M | 0.04% | 312 |
|
|
2023
Q3 | $2.57M | Sell |
22,715
-36
| -0.2% | -$4.07K | 0.02% | 386 |
|
|
2023
Q2 | $2.87M | Sell |
22,751
-1,822
| -7% | -$230K | 0.02% | 393 |
|
|
2023
Q1 | $2.78M | Sell |
24,573
-3,625
| -13% | -$410K | 0.02% | 398 |
|
|
2022
Q4 | $2.85M | Sell |
28,198
-2,498
| -8% | -$252K | 0.02% | 417 |
|
|
2022
Q3 | $2.87M | Sell |
30,696
-5,332
| -15% | -$499K | 0.02% | 413 |
|
|
2022
Q2 | $3.21M | Buy |
36,028
+143
| +0.4% | +$12.7K | 0.02% | 406 |
|
|
2022
Q1 | $3.64M | Buy |
35,885
+1,049
| +3% | +$106K | 0.02% | 413 |
|
|
2021
Q4 | $3.62M | Sell |
34,836
-18,206
| -34% | -$1.89M | 0.02% | 430 |
|
|
2021
Q3 | $5.76M | Sell |
53,042
-577
| -1% | -$62.6K | 0.03% | 356 |
|
|
2021
Q2 | $5.73M | Sell |
53,619
-353
| -0.7% | -$37.7K | 0.03% | 359 |
|
|
2021
Q1 | $6.43M | Buy |
53,972
+99
| +0.2% | +$11.8K | 0.04% | 321 |
|
|
2020
Q4 | $6.13M | Sell |
53,873
-4,811
| -8% | -$548K | 0.04% | 318 |
|
|
2020
Q3 | $6.08M | Sell |
58,684
-19,693
| -25% | -$2.04M | 0.04% | 312 |
|
|
2020
Q2 | $7.65M | Sell |
78,377
-900
| -1% | -$87.9K | 0.06% | 294 |
|
|
2020
Q1 | $6.87M | Sell |
79,277
-15,847
| -17% | -$1.37M | 0.06% | 290 |
|
|
2019
Q4 | $11M | Sell |
95,124
-2,484
| -3% | -$287K | 0.07% | 295 |
|
|
2019
Q3 | $10.1M | Sell |
97,608
-2,433
| -2% | -$252K | 0.07% | 290 |
|
|
2019
Q2 | $9.12M | Sell |
100,041
-2,032
| -2% | -$185K | 0.06% | 307 |
|
|
2019
Q1 | $9.01M | Buy |
102,073
+1,003
| +1% | +$88.5K | 0.06% | 308 |
|
|
2018
Q4 | $7.43M | Buy |
101,070
+660
| +0.7% | +$48.5K | 0.06% | 306 |
|
|
2018
Q3 | $8.27M | Sell |
100,410
-9,812
| -9% | -$808K | 0.06% | 340 |
|
|
2018
Q2 | $8.17M | Buy |
110,222
+1,389
| +1% | +$103K | 0.06% | 335 |
|
|
2018
Q1 | $7.7M | Buy |
108,833
+305
| +0.3% | +$21.6K | 0.06% | 340 |
|
|
2017
Q4 | $7.16M | Sell |
108,528
-1,608
| -1% | -$106K | 0.06% | 353 |
|
|
2017
Q3 | $7.1M | Sell |
110,136
-434
| -0.4% | -$28K | 0.06% | 333 |
|
|
2017
Q2 | $6.76M | Buy |
110,570
+4,290
| +4% | +$262K | 0.06% | 331 |
|
|
2017
Q1 | $6.13M | Sell |
106,280
-1,932
| -2% | -$111K | 0.06% | 338 |
|
|
2016
Q4 | $5.75M | Sell |
108,212
-18,584
| -15% | -$987K | 0.06% | 347 |
|
|
2016
Q3 | $6.31M | Sell |
126,796
-988
| -0.8% | -$49.1K | 0.06% | 343 |
|
|
2016
Q2 | $6.96M | Sell |
127,784
-3,920
| -3% | -$214K | 0.07% | 313 |
|
|
2016
Q1 | $6.76M | Buy |
131,704
+3,918
| +3% | +$201K | 0.07% | 276 |
|
|
2015
Q4 | $5.84M | Sell |
127,786
-16,432
| -11% | -$751K | 0.07% | 300 |
|
|
2015
Q3 | $6.25M | Sell |
144,218
-3,852
| -3% | -$167K | 0.08% | 274 |
|
|
2015
Q2 | $6.13M | Sell |
148,070
-2,332
| -2% | -$96.6K | 0.07% | 305 |
|
|
2015
Q1 | $5.84M | Buy |
150,402
+93,038
| +162% | +$3.61M | 0.07% | 305 |
|
|
2014
Q4 | $2.04M | Buy |
57,364
+13,800
| +32% | +$490K | 0.03% | 467 |
|
|
2014
Q3 | $1.41M | Sell |
43,564
-6,968
| -14% | -$225K | 0.02% | 520 |
|
|
2014
Q2 | $1.52M | Buy |
50,532
+11,068
| +28% | +$334K | 0.03% | 473 |
|
|
2014
Q1 | $1.12M | Buy |
39,464
+1,392
| +4% | +$39.5K | 0.02% | 459 |
|
|
2013
Q4 | $1.12M | Buy |
+38,072
| New | +$1.12M | 0.04% | 319 |
|