Verdence Capital 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 | $6.97M | Buy |
40,454
+3,097
| +8% | +$534K | 0.48% | 45 |
|
|
2025
Q1 | $8.25M | Sell |
37,357
-4,845
| -11% | -$1.07M | 0.63% | 34 |
|
|
2024
Q4 | $8.67M | Sell |
42,202
-8,961
| -18% | -$1.84M | 0.7% | 28 |
|
|
2024
Q3 | $9.19M | Buy |
51,163
+1,048
| +2% | +$188K | 0.73% | 29 |
|
|
2024
Q2 | $7.47M | Buy |
50,115
+1,381
| +3% | +$206K | 0.66% | 32 |
|
|
2024
Q1 | $7.79M | Sell |
48,734
-2,829
| -5% | -$452K | 0.71% | 29 |
|
|
2023
Q4 | $6.85M | Buy |
51,563
+1,021
| +2% | +$136K | 0.66% | 34 |
|
|
2023
Q3 | $5.71M | Buy |
50,542
+1,566
| +3% | +$177K | 0.62% | 36 |
|
|
2023
Q2 | $6.18M | Buy |
48,976
+95
| +0.2% | +$12K | 0.72% | 32 |
|
|
2023
Q1 | $5.53M | Buy |
48,881
+20,120
| +70% | +$2.27M | 0.67% | 33 |
|
|
2022
Q4 | $2.91M | Sell |
28,761
-10,977
| -28% | -$1.11M | 0.36% | 70 |
|
|
2022
Q3 | $3.72M | Sell |
39,738
-151
| -0.4% | -$14.1K | 0.51% | 45 |
|
|
2022
Q2 | $3.55M | Sell |
39,889
-894
| -2% | -$79.5K | 0.46% | 53 |
|
|
2022
Q1 | $4.14M | Buy |
40,783
+1,900
| +5% | +$193K | 0.47% | 52 |
|
|
2021
Q4 | $4.04M | Buy |
38,883
+9,753
| +33% | +$1.01M | 0.48% | 52 |
|
|
2021
Q3 | $3.16M | Buy |
29,130
+8,114
| +39% | +$880K | 0.42% | 60 |
|
|
2021
Q2 | $2.25M | Buy |
+21,016
| New | +$2.25M | 0.31% | 86 |
|