AMI Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
23,506
+2,261
| +11% | +$390K | 1.05% | 28 |
|
|
2025
Q1 | $4.69M | Sell |
21,245
-1,258
| -6% | -$278K | 1.51% | 19 |
|
|
2024
Q4 | $4.62M | Sell |
22,503
-4,051
| -15% | -$832K | 1.5% | 19 |
|
|
2024
Q3 | $4.77M | Sell |
26,554
-2,034
| -7% | -$365K | 1.61% | 17 |
|
|
2024
Q2 | $4.26M | Sell |
28,588
-1,904
| -6% | -$284K | 1.49% | 19 |
|
|
2024
Q1 | $4.87M | Sell |
30,492
-200
| -0.7% | -$32K | 1.77% | 17 |
|
|
2023
Q4 | $4.08M | Sell |
30,692
-75
| -0.2% | -$9.96K | 1.65% | 18 |
|
|
2023
Q3 | $3.48M | Sell |
30,767
-285
| -0.9% | -$32.2K | 1.56% | 20 |
|
|
2023
Q2 | $3.92M | Sell |
31,052
-169
| -0.5% | -$21.3K | 1.74% | 19 |
|
|
2023
Q1 | $3.53M | Sell |
31,221
-106
| -0.3% | -$12K | 1.65% | 22 |
|
|
2022
Q4 | $3.17M | Buy |
31,327
+1,225
| +4% | +$124K | 1.6% | 23 |
|
|
2022
Q3 | $2.82M | Buy |
30,102
+935
| +3% | +$87.5K | 1.59% | 22 |
|
|
2022
Q2 | $2.6M | Buy |
29,167
+1,168
| +4% | +$104K | 1.31% | 30 |
|
|
2022
Q1 | $2.84M | Buy |
27,999
+7,047
| +34% | +$715K | 1.25% | 31 |
|
|
2021
Q4 | $2.18M | Buy |
20,952
+704
| +3% | +$73.1K | 0.88% | 38 |
|
|
2021
Q3 | $2.2M | Sell |
20,248
-216
| -1% | -$23.4K | 0.92% | 35 |
|
|
2021
Q2 | $2.19M | Sell |
20,464
-600
| -3% | -$64.1K | 0.87% | 37 |
|
|
2021
Q1 | $2.51M | Sell |
21,064
-1
| -0% | -$119 | 1.05% | 33 |
|
|
2020
Q4 | $2.4M | Hold |
21,065
| – | – | 1.06% | 34 |
|
|
2020
Q3 | $2.17M | Sell |
21,065
-981
| -4% | -$101K | 1.1% | 34 |
|
|
2020
Q2 | $2.15M | Sell |
22,046
-2,610
| -11% | -$255K | 1.15% | 34 |
|
|
2020
Q1 | $2.34M | Sell |
24,656
-6,105
| -20% | -$580K | 1.39% | 29 |
|
|
2019
Q4 | $3.56M | Sell |
30,761
-6,720
| -18% | -$777K | 1.52% | 24 |
|
|
2019
Q3 | $3.88M | Sell |
37,481
-12,320
| -25% | -$1.28M | 1.8% | 21 |
|
|
2019
Q2 | $4.54M | Sell |
49,801
-3,797
| -7% | -$346K | 2.31% | 14 |
|
|
2019
Q1 | $4.73M | Sell |
53,598
-6,920
| -11% | -$611K | 2.49% | 11 |
|
|
2018
Q4 | $4.45M | Sell |
60,518
-1,610
| -3% | -$118K | 2.63% | 10 |
|
|
2018
Q3 | $5.12M | Sell |
62,128
-8,039
| -11% | -$662K | 2.66% | 10 |
|
|
2018
Q2 | $5.2M | Sell |
70,167
-2,969
| -4% | -$220K | 2.75% | 8 |
|
|
2018
Q1 | $5.22M | Sell |
73,136
-900
| -1% | -$64.2K | 3.17% | 9 |
|
|
2017
Q4 | $4.85M | Sell |
74,036
-238
| -0.3% | -$15.6K | 2.91% | 10 |
|
|
2017
Q3 | $4.79M | Sell |
74,274
-110
| -0.1% | -$7.09K | 2.99% | 10 |
|
|
2017
Q2 | $4.55M | Sell |
74,384
-6,050
| -8% | -$370K | 2.95% | 11 |
|
|
2017
Q1 | $4.64M | Sell |
80,434
-550
| -0.7% | -$31.7K | 2.98% | 12 |
|
|
2016
Q4 | $4.3M | Sell |
80,984
-350
| -0.4% | -$18.6K | 2.86% | 12 |
|
|
2016
Q3 | $4.05M | Sell |
81,334
-450
| -0.6% | -$22.4K | 2.85% | 10 |
|
|
2016
Q2 | $4.45M | Hold |
81,784
| – | – | 3.29% | 7 |
|
|
2016
Q1 | $4.2M | Sell |
81,784
-9,470
| -10% | -$486K | 3.26% | 6 |
|
|
2015
Q4 | $4.17M | Sell |
91,254
-27,960
| -23% | -$1.28M | 3.29% | 7 |
|
|
2015
Q3 | $5.16M | Sell |
119,214
-10,310
| -8% | -$447K | 4.51% | 6 |
|
|
2015
Q2 | $5.36M | Sell |
129,524
-30,070
| -19% | -$1.25M | 4.44% | 6 |
|
|
2015
Q1 | $6.34M | Buy |
159,594
+300
| +0.2% | +$11.9K | 5.04% | 5 |
|
|
2014
Q4 | $5.65M | Sell |
159,294
-25,550
| -14% | -$907K | 4.6% | 6 |
|
|
2014
Q3 | $5.97M | Sell |
184,844
-320
| -0.2% | -$10.3K | 5.1% | 6 |
|
|
2014
Q2 | $5.58M | Hold |
185,164
| – | – | 4.8% | 6 |
|
|
2014
Q1 | $5.25M | Hold |
185,164
| – | – | 4.46% | 5 |
|
|
2013
Q4 | $5.47M | Sell |
185,164
-8,400
| -4% | -$248K | 4.75% | 6 |
|
|
2013
Q3 | $4.89M | Sell |
193,564
-85,700
| -31% | -$2.17M | 3.67% | 7 |
|
|
2013
Q2 | $6.1M | Buy |
+279,264
| New | +$6.1M | 5.59% | 5 |
|