Anchor 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 | $5.87M | Sell |
34,038
-530
| -2% | -$91.4K | 0.51% | 49 |
|
|
2025
Q1 | $7.63M | Sell |
34,568
-49
| -0.1% | -$10.8K | 0.71% | 33 |
|
|
2024
Q4 | $7.11M | Sell |
34,617
-846
| -2% | -$174K | 0.66% | 37 |
|
|
2024
Q3 | $6.37M | Buy |
35,463
+497
| +1% | +$89.3K | 0.6% | 42 |
|
|
2024
Q2 | $5.21M | Buy |
34,966
+695
| +2% | +$104K | 0.54% | 49 |
|
|
2024
Q1 | $5.48M | Buy |
34,271
+966
| +3% | +$154K | 0.57% | 47 |
|
|
2023
Q4 | $4.42M | Buy |
33,305
+565
| +2% | +$75.1K | 0.51% | 52 |
|
|
2023
Q3 | $3.7M | Buy |
32,740
+470
| +1% | +$53.1K | 0.48% | 55 |
|
|
2023
Q2 | $4.07M | Sell |
32,270
-670
| -2% | -$84.5K | 0.52% | 55 |
|
|
2023
Q1 | $3.72M | Buy |
32,940
+665
| +2% | +$75.2K | 0.51% | 56 |
|
|
2022
Q4 | $3.26M | Buy |
32,275
+2,563
| +9% | +$259K | 0.47% | 61 |
|
|
2022
Q3 | $2.78M | Sell |
29,712
-2,365
| -7% | -$221K | 0.43% | 65 |
|
|
2022
Q2 | $2.85M | Sell |
32,077
-300
| -0.9% | -$26.7K | 0.41% | 67 |
|
|
2022
Q1 | $3.28M | Sell |
32,377
-77
| -0.2% | -$7.81K | 0.41% | 68 |
|
|
2021
Q4 | $3.37M | Sell |
32,454
-188
| -0.6% | -$19.5K | 0.42% | 66 |
|
|
2021
Q3 | $3.54M | Sell |
32,642
-1,823
| -5% | -$198K | 0.49% | 58 |
|
|
2021
Q2 | $3.68M | Buy |
34,465
+338
| +1% | +$36.1K | 0.51% | 56 |
|
|
2021
Q1 | $4.06M | Buy |
34,127
+2,051
| +6% | +$244K | 0.62% | 46 |
|
|
2020
Q4 | $3.65M | Buy |
32,076
+635
| +2% | +$72.3K | 0.66% | 43 |
|
|
2020
Q3 | $3.24M | Buy |
31,441
+549
| +2% | +$56.6K | 0.66% | 44 |
|
|
2020
Q2 | $3.02M | Sell |
30,892
-195
| -0.6% | -$19K | 0.67% | 42 |
|
|
2020
Q1 | $2.95M | Buy |
31,087
+1,127
| +4% | +$107K | 0.76% | 35 |
|
|
2019
Q4 | $3.46M | Buy |
29,960
+1,270
| +4% | +$147K | 0.74% | 33 |
|
|
2019
Q3 | $2.97M | Buy |
28,690
+3,440
| +14% | +$356K | 0.68% | 36 |
|
|
2019
Q2 | $2.3M | Buy |
25,250
+690
| +3% | +$62.9K | 0.55% | 51 |
|
|
2019
Q1 | $2.17M | Buy |
24,560
+290
| +1% | +$25.6K | 0.54% | 50 |
|
|
2018
Q4 | $1.78M | Sell |
24,270
-100
| -0.4% | -$7.35K | 0.51% | 57 |
|
|
2018
Q3 | $2.01M | Sell |
24,370
-547
| -2% | -$45.1K | 0.46% | 59 |
|
|
2018
Q2 | $1.85M | Sell |
24,917
-23
| -0.1% | -$1.7K | 0.45% | 61 |
|
|
2018
Q1 | $1.78M | Sell |
24,940
-400
| -2% | -$28.5K | 0.47% | 60 |
|
|
2017
Q4 | $1.66M | Sell |
25,340
-200
| -0.8% | -$13.1K | 0.44% | 66 |
|
|
2017
Q3 | $1.65M | Sell |
25,540
-1,750
| -6% | -$113K | 0.48% | 60 |
|
|
2017
Q2 | $1.67M | Sell |
27,290
-1,220
| -4% | -$74.6K | 0.55% | 53 |
|
|
2017
Q1 | $1.64M | Sell |
28,510
-610
| -2% | -$35.2K | 0.56% | 53 |
|
|
2016
Q4 | $1.55M | Sell |
29,120
-3,200
| -10% | -$170K | 0.58% | 49 |
|
|
2016
Q3 | $1.61M | Sell |
32,320
-1,520
| -4% | -$75.6K | 0.62% | 44 |
|
|
2016
Q2 | $1.84M | Sell |
33,840
-4,120
| -11% | -$224K | 0.73% | 33 |
|
|
2016
Q1 | $1.95M | Buy |
+37,960
| New | +$1.95M | 0.8% | 32 |
|