Boston Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $675K | Hold |
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|
2023
Q4 | $561K | Hold |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $450K | Sell |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $533K | Hold |
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|
2021
Q3 | $558K | Hold |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $584K | Hold |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $563K | Hold |
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|
2020
Q2 | $533K | Hold |
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|
2020
Q1 | $519K | Hold |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $566K | Sell |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $754K | Hold |
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|
2018
Q3 | $846K | Sell |
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|
2018
Q2 | $768K | Sell |
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|
2018
Q1 | $810K | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.22M | Sell |
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|
2017
Q2 | $1.4M | Hold |
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|
2017
Q1 | $1.32M | Buy |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $642K | Buy |
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|
2016
Q2 | $653K | Buy |
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|
2016
Q1 | $339K | Buy |
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|
2015
Q4 | $226K | Hold |
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|
2015
Q3 | $214K | Sell |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $269K | Hold |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $204K | Buy |
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