Bellecapital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
73,144
-258
| -0.4% | -$44.5K | 2.24% | 17 |
|
|
2025
Q1 | $16.2M | Sell |
73,402
-1,902
| -3% | -$420K | 3.2% | 11 |
|
|
2024
Q4 | $15.5M | Buy |
75,304
+1,856
| +3% | +$381K | 2.73% | 14 |
|
|
2024
Q3 | $13.2M | Buy |
73,448
+676
| +0.9% | +$121K | 2.62% | 13 |
|
|
2024
Q2 | $10.8M | Sell |
72,772
-1,397
| -2% | -$208K | 2.3% | 13 |
|
|
2024
Q1 | $11.9M | Sell |
74,169
-1,210
| -2% | -$193K | 2.61% | 12 |
|
|
2023
Q4 | $10M | Buy |
75,379
+2,048
| +3% | +$272K | 2.27% | 14 |
|
|
2023
Q3 | $8.28M | Buy |
73,331
+615
| +0.8% | +$69.5K | 2.08% | 14 |
|
|
2023
Q2 | $9.17M | Buy |
72,716
+359
| +0.5% | +$45.3K | 2.22% | 12 |
|
|
2023
Q1 | $8.18M | Buy |
72,357
+2,363
| +3% | +$267K | 2.03% | 15 |
|
|
2022
Q4 | $7.07M | Sell |
69,994
-786
| -1% | -$79.4K | 1.99% | 15 |
|
|
2022
Q3 | $6.62M | Buy |
70,780
+535
| +0.8% | +$50.1K | 2.02% | 13 |
|
|
2022
Q2 | $6.25M | Buy |
70,245
+1,862
| +3% | +$166K | 1.74% | 14 |
|
|
2022
Q1 | $6.93M | Buy |
68,383
+3,418
| +5% | +$347K | 2.2% | 10 |
|
|
2021
Q4 | $6.74M | Buy |
64,965
+2,678
| +4% | +$278K | 1.92% | 12 |
|
|
2021
Q3 | $6.76M | Sell |
62,287
-1,473
| -2% | -$160K | 2.06% | 13 |
|
|
2021
Q2 | $6.82M | Sell |
63,760
-1,689
| -3% | -$181K | 2.07% | 13 |
|
|
2021
Q1 | $7.79M | Buy |
65,449
+9,561
| +17% | +$1.14M | 2.43% | 9 |
|
|
2020
Q4 | $6.36M | Buy |
55,888
+5,290
| +10% | +$602K | 2.12% | 15 |
|
|
2020
Q3 | $5.21M | Buy |
50,598
+8,205
| +19% | +$846K | 2.39% | 12 |
|
|
2020
Q2 | $4.14M | Buy |
+42,393
| New | +$4.14M | 1.94% | 18 |
|