Wealthfront Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
38,998
-17,191
| -31% | -$2.96M | 0.02% | 308 |
|
|
2025
Q1 | $12.4M | Buy |
56,189
+10,133
| +22% | +$2.24M | 0.03% | 168 |
|
|
2024
Q4 | $9.46M | Buy |
46,056
+8,233
| +22% | +$1.69M | 0.03% | 192 |
|
|
2024
Q3 | $6.79M | Buy |
37,823
+4,068
| +12% | +$731K | 0.02% | 241 |
|
|
2024
Q2 | $5.03M | Buy |
33,755
+3,799
| +13% | +$566K | 0.02% | 269 |
|
|
2024
Q1 | $4.79M | Buy |
29,956
+184
| +0.6% | +$29.4K | 0.02% | 280 |
|
|
2023
Q4 | $3.95M | Buy |
29,772
+430
| +1% | +$57.1K | 0.02% | 291 |
|
|
2023
Q3 | $3.31M | Sell |
29,342
-599
| -2% | -$67.7K | 0.01% | 310 |
|
|
2023
Q2 | $3.78M | Sell |
29,941
-1,850
| -6% | -$233K | 0.02% | 273 |
|
|
2023
Q1 | $3.59M | Buy |
31,791
+4,878
| +18% | +$551K | 0.02% | 271 |
|
|
2022
Q4 | $2.72M | Sell |
26,913
-1,329
| -5% | -$134K | 0.01% | 319 |
|
|
2022
Q3 | $2.64M | Buy |
28,242
+8,707
| +45% | +$815K | 0.01% | 304 |
|
|
2022
Q2 | $1.74M | Buy |
19,535
+4,124
| +27% | +$367K | 0.01% | 407 |
|
|
2022
Q1 | $1.56M | Sell |
15,411
-8,189
| -35% | -$831K | 0.01% | 447 |
|
|
2021
Q4 | $2.45M | Buy |
23,600
+7,615
| +48% | +$790K | 0.01% | 343 |
|
|
2021
Q3 | $1.73M | Buy |
15,985
+1,216
| +8% | +$132K | 0.01% | 375 |
|
|
2021
Q2 | $1.58M | Sell |
14,769
-3,467
| -19% | -$371K | 0.01% | 345 |
|
|
2021
Q1 | $2.17M | Buy |
18,236
+2,648
| +17% | +$315K | 0.01% | 244 |
|
|
2020
Q4 | $1.78M | Buy |
15,588
+560
| +4% | +$63.8K | 0.01% | 254 |
|
|
2020
Q3 | $1.55M | Sell |
15,028
-763
| -5% | -$78.6K | 0.01% | 234 |
|
|
2020
Q2 | $1.54M | Sell |
15,791
-571
| -3% | -$55.8K | 0.01% | 220 |
|
|
2020
Q1 | $1.55M | Sell |
16,362
-1,575
| -9% | -$150K | 0.01% | 180 |
|
|
2019
Q4 | $2.07M | Sell |
17,937
-1,644
| -8% | -$190K | 0.02% | 171 |
|
|
2019
Q3 | $2.03M | Buy |
19,581
+3,492
| +22% | +$362K | 0.02% | 165 |
|
|
2019
Q2 | $1.47M | Sell |
16,089
-205
| -1% | -$18.7K | 0.01% | 201 |
|
|
2019
Q1 | $1.44M | Sell |
16,294
-2,546
| -14% | -$225K | 0.01% | 195 |
|
|
2018
Q4 | $1.39M | Buy |
+18,840
| New | +$1.39M | 0.01% | 186 |
|