Bleakley Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
22,611
+2,499
| +12% | +$431K | 0.1% | 185 |
|
|
2025
Q1 | $4.44M | Buy |
20,112
+500
| +3% | +$110K | 0.14% | 138 |
|
|
2024
Q4 | $4.03M | Buy |
19,612
+684
| +4% | +$141K | 0.12% | 144 |
|
|
2024
Q3 | $3.4M | Buy |
18,928
+529
| +3% | +$95K | 0.1% | 168 |
|
|
2024
Q2 | $2.74M | Buy |
18,399
+624
| +4% | +$93K | 0.08% | 234 |
|
|
2024
Q1 | $2.84M | Buy |
17,775
+155
| +0.9% | +$24.8K | 0.08% | 232 |
|
|
2023
Q4 | $2.34M | Buy |
17,620
+9,535
| +118% | +$1.27M | 0.07% | 249 |
|
|
2023
Q3 | $913K | Sell |
8,085
-1,388
| -15% | -$157K | 0.03% | 396 |
|
|
2023
Q2 | $1.19M | Buy |
9,473
+166
| +2% | +$20.9K | 0.04% | 366 |
|
|
2023
Q1 | $1.05M | Buy |
9,307
+281
| +3% | +$31.8K | 0.04% | 376 |
|
|
2022
Q4 | $912K | Buy |
+9,026
| New | +$912K | 0.03% | 397 |
|