Wolf Group 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
Q1 | $323K | Sell |
1,463
-11,915
| -89% | -$2.63M | 0.11% | 124 |
|
|
2024
Q4 | $1.69M | Hold |
13,378
| – | – | 0.82% | 43 |
|
|
2024
Q3 | $1.69M | Buy |
13,378
+1,363
| +11% | +$172K | 0.8% | 44 |
|
|
2024
Q2 | $1.79M | Sell |
12,015
-1,363
| -10% | -$203K | 0.71% | 51 |
|
|
2024
Q1 | $1.69M | Hold |
13,378
| – | – | 0.8% | 44 |
|
|
2023
Q4 | $1.69M | Buy |
13,378
+679
| +5% | +$85.7K | 0.8% | 44 |
|
|
2023
Q3 | $1.43M | Sell |
12,699
-699
| -5% | -$79K | 0.68% | 55 |
|
|
2023
Q2 | $1.51M | Sell |
13,398
-1,430
| -10% | -$161K | 0.75% | 47 |
|
|
2023
Q1 | $1.68M | Sell |
14,828
-1,184
| -7% | -$134K | 0.83% | 42 |
|
|
2022
Q4 | $1.62M | Sell |
16,012
-992
| -6% | -$100K | 0.76% | 50 |
|
|
2022
Q3 | $1.59M | Sell |
17,004
-118
| -0.7% | -$11K | 0.87% | 41 |
|
|
2022
Q2 | $1.52M | Sell |
17,122
-1,124
| -6% | -$100K | 0.79% | 50 |
|
|
2022
Q1 | $1.85M | Sell |
18,246
-37,830
| -67% | -$3.84M | 0.95% | 42 |
|
|
2021
Q4 | $5.82M | Buy |
56,076
+37,714
| +205% | +$3.91M | 0.95% | 39 |
|
|
2021
Q3 | $1.99M | Buy |
18,362
+41
| +0.2% | +$4.45K | 1.09% | 29 |
|
|
2021
Q2 | $1.96M | Buy |
18,321
+405
| +2% | +$43.3K | 1.05% | 34 |
|
|
2021
Q1 | $2.13M | Buy |
17,916
+424
| +2% | +$50.5K | 1.23% | 27 |
|
|
2020
Q4 | $1.99M | Sell |
17,492
-59
| -0.3% | -$6.72K | 1.23% | 26 |
|
|
2020
Q3 | $1.81M | Buy |
+17,551
| New | +$1.81M | 1.26% | 30 |
|