United Capital Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
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|
2025
Q1 | $6.69M | Buy |
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|
2024
Q4 | $6.04M | Sell |
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|
2024
Q3 | $5.3M | Buy |
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|
2024
Q2 | $4.39M | Sell |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $4.22M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.78M | Sell |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $3.62M | Sell |
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|
2021
Q3 | $5.75M | Sell |
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|
2021
Q2 | $5.73M | Sell |
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|
2021
Q1 | $6.42M | Buy |
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|
2020
Q4 | $6.13M | Sell |
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|
2020
Q3 | $6.08M | Sell |
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|
2020
Q2 | $7.65M | Sell |
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|
2020
Q1 | $6.87M | Sell |
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|
2019
Q4 | $11M | Sell |
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|
2019
Q3 | $10.1M | Sell |
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|
2019
Q2 | $9.12M | Sell |
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|
2019
Q1 | $9.01M | Buy |
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|
2018
Q4 | $7.43M | Buy |
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|
2018
Q3 | $8.27M | Sell |
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|
2018
Q2 | $8.17M | Buy |
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|
2018
Q1 | $7.7M | Buy |
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|
2017
Q4 | $7.16M | Sell |
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|
2017
Q3 | $7.1M | Sell |
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|
2017
Q2 | $6.76M | Buy |
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|
2017
Q1 | $6.13M | Sell |
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|
2016
Q4 | $5.75M | Sell |
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|
2016
Q3 | $6.31M | Sell |
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|
2016
Q2 | $6.96M | Sell |
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|
2016
Q1 | $6.76M | Buy |
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|
2015
Q4 | $5.84M | Sell |
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|
2015
Q3 | $6.25M | Sell |
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|
2015
Q2 | $6.13M | Sell |
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|
2015
Q1 | $5.84M | Buy |
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|
2014
Q4 | $2.04M | Buy |
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|
2014
Q3 | $1.41M | Sell |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.12M | Buy |
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|
2013
Q4 | $1.12M | Buy |
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