Boston Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
13,392
+5,990
| +81% | +$1.03M | 0.15% | 108 |
|
|
2025
Q1 | $1.64M | Buy |
7,402
+730
| +11% | +$161K | 0.12% | 128 |
|
|
2024
Q4 | $1.37M | Hold |
6,672
| – | – | 0.09% | 135 |
|
|
2024
Q3 | $1.2M | Hold |
6,672
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $994K | Buy |
6,672
+2,447
| +58% | +$365K | 0.07% | 156 |
|
|
2024
Q1 | $675K | Hold |
4,225
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $561K | Hold |
4,225
| – | – | 0.04% | 179 |
|
|
2023
Q3 | $477K | Hold |
4,225
| – | – | 0.04% | 189 |
|
|
2023
Q2 | $532K | Hold |
4,225
| – | – | 0.04% | 184 |
|
|
2023
Q1 | $478K | Sell |
4,225
-225
| -5% | -$25.5K | 0.04% | 196 |
|
|
2022
Q4 | $450K | Sell |
4,450
-125
| -3% | -$12.6K | 0.04% | 204 |
|
|
2022
Q3 | $428K | Sell |
4,575
-564
| -11% | -$52.8K | 0.04% | 205 |
|
|
2022
Q2 | $457K | Hold |
5,139
| – | – | 0.04% | 203 |
|
|
2022
Q1 | $521K | Hold |
5,139
| – | – | 0.04% | 200 |
|
|
2021
Q4 | $533K | Hold |
5,139
| – | – | 0.03% | 207 |
|
|
2021
Q3 | $558K | Hold |
5,139
| – | – | 0.04% | 197 |
|
|
2021
Q2 | $549K | Buy |
5,139
+225
| +5% | +$24K | 0.04% | 198 |
|
|
2021
Q1 | $584K | Hold |
4,914
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $560K | Sell |
4,914
-550
| -10% | -$62.7K | 0.04% | 189 |
|
|
2020
Q3 | $563K | Hold |
5,464
| – | – | 0.05% | 177 |
|
|
2020
Q2 | $533K | Hold |
5,464
| – | – | 0.05% | 177 |
|
|
2020
Q1 | $519K | Hold |
5,464
| – | – | 0.06% | 168 |
|
|
2019
Q4 | $632K | Sell |
5,464
-200
| -4% | -$23.1K | 0.06% | 174 |
|
|
2019
Q3 | $587K | Sell |
5,664
-550
| -9% | -$57K | 0.06% | 176 |
|
|
2019
Q2 | $566K | Sell |
6,214
-550
| -8% | -$50.1K | 0.06% | 181 |
|
|
2019
Q1 | $597K | Sell |
6,764
-3,500
| -34% | -$309K | 0.06% | 176 |
|
|
2018
Q4 | $754K | Hold |
10,264
| – | – | 0.09% | 156 |
|
|
2018
Q3 | $846K | Sell |
10,264
-100
| -1% | -$8.24K | 0.09% | 158 |
|
|
2018
Q2 | $768K | Sell |
10,364
-1,000
| -9% | -$74.1K | 0.09% | 162 |
|
|
2018
Q1 | $810K | Sell |
11,364
-6,410
| -36% | -$457K | 0.09% | 158 |
|
|
2017
Q4 | $1.17M | Sell |
17,774
-1,186
| -6% | -$77.7K | 0.13% | 143 |
|
|
2017
Q3 | $1.22M | Sell |
18,960
-3,910
| -17% | -$252K | 0.14% | 142 |
|
|
2017
Q2 | $1.4M | Hold |
22,870
| – | – | 0.17% | 133 |
|
|
2017
Q1 | $1.32M | Buy |
22,870
+1,810
| +9% | +$104K | 0.16% | 129 |
|
|
2016
Q4 | $1.12M | Buy |
21,060
+8,150
| +63% | +$433K | 0.15% | 139 |
|
|
2016
Q3 | $642K | Buy |
12,910
+900
| +7% | +$44.8K | 0.08% | 171 |
|
|
2016
Q2 | $653K | Buy |
12,010
+5,400
| +82% | +$294K | 0.08% | 168 |
|
|
2016
Q1 | $339K | Buy |
6,610
+1,660
| +34% | +$85.1K | 0.04% | 205 |
|
|
2015
Q4 | $226K | Hold |
4,950
| – | – | 0.03% | 224 |
|
|
2015
Q3 | $214K | Sell |
4,950
-400
| -7% | -$17.3K | 0.03% | 228 |
|
|
2015
Q2 | $222K | Sell |
5,350
-1,420
| -21% | -$58.9K | 0.03% | 244 |
|
|
2015
Q1 | $269K | Hold |
6,770
| – | – | 0.03% | 235 |
|
|
2014
Q4 | $240K | Hold |
6,770
| – | – | 0.03% | 241 |
|
|
2014
Q3 | $219K | Hold |
6,770
| – | – | 0.03% | 248 |
|
|
2014
Q2 | $204K | Buy |
+6,770
| New | +$204K | 0.03% | 259 |
|