Anchor 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 | $1.18M | Sell |
6,829
-140
| -2% | -$24.1K | 0.03% | 165 |
|
2025
Q1 | $1.54M | Sell |
6,969
-38
| -0.5% | -$8.39K | 0.05% | 147 |
|
2024
Q4 | $1.44M | Sell |
7,007
-708
| -9% | -$145K | 0.04% | 160 |
|
2024
Q3 | $1.39M | Hold |
7,715
| – | – | 0.04% | 158 |
|
2024
Q2 | $1.15M | Sell |
7,715
-330
| -4% | -$49.2K | 0.03% | 164 |
|
2024
Q1 | $1.29M | Sell |
8,045
-19
| -0.2% | -$3.04K | 0.03% | 161 |
|
2023
Q4 | $1.07M | Hold |
8,064
| – | – | 0.03% | 168 |
|
2023
Q3 | $911K | Hold |
8,064
| – | – | 0.03% | 170 |
|
2023
Q2 | $1.02M | Sell |
8,064
-185
| -2% | -$23.3K | 0.03% | 173 |
|
2023
Q1 | $932K | Sell |
8,249
-93,884
| -92% | -$10.6M | 0.02% | 173 |
|
2022
Q4 | $10.3M | Sell |
102,133
-12,553
| -11% | -$1.27M | 0.27% | 96 |
|
2022
Q3 | $10.7M | Sell |
114,686
-14,522
| -11% | -$1.36M | 0.3% | 94 |
|
2022
Q2 | $11.5M | Sell |
129,208
-82,477
| -39% | -$7.34M | 0.29% | 97 |
|
2022
Q1 | $21.5M | Buy |
211,685
+9,953
| +5% | +$1.01M | 0.45% | 74 |
|
2021
Q4 | $20.9M | Sell |
201,732
-12,309
| -6% | -$1.28M | 0.41% | 82 |
|
2021
Q3 | $23.2M | Sell |
214,041
-1,963
| -0.9% | -$213K | 0.48% | 79 |
|
2021
Q2 | $23.1M | Buy |
216,004
+3,120
| +1% | +$334K | 0.46% | 79 |
|
2021
Q1 | $25.3M | Buy |
212,884
+50,093
| +31% | +$5.96M | 0.54% | 71 |
|
2020
Q4 | $18.5M | Buy |
162,791
+1,795
| +1% | +$204K | 0.42% | 85 |
|
2020
Q3 | $16.6M | Buy |
160,996
+1,016
| +0.6% | +$105K | 0.42% | 86 |
|
2020
Q2 | $15.6M | Buy |
159,980
+3,244
| +2% | +$317K | 0.4% | 87 |
|
2020
Q1 | $14.9M | Sell |
156,736
-3,502
| -2% | -$333K | 0.44% | 79 |
|
2019
Q4 | $18.5M | Buy |
160,238
+42,754
| +36% | +$4.94M | 0.4% | 89 |
|
2019
Q3 | $12.2M | Buy |
+117,484
| New | +$12.2M | 0.44% | 89 |
|