Boston Financial Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $888K | Buy |
4,324
+642
| +17% | +$132K | 0.03% | 201 |
|
|
2024
Q3 | $661K | Hold |
3,682
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $549K | Hold |
3,682
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $588K | Buy |
3,682
+364
| +11% | +$58.2K | 0.02% | 231 |
|
|
2023
Q4 | $441K | Sell |
3,318
-8
| -0.2% | -$1.06K | 0.01% | 253 |
|
|
2023
Q3 | $376K | Buy |
3,326
+308
| +10% | +$34.8K | 0.01% | 251 |
|
|
2023
Q2 | $381K | Sell |
3,018
-458
| -13% | -$57.8K | 0.01% | 253 |
|
|
2023
Q1 | $393K | Sell |
3,476
-66
| -2% | -$7.46K | 0.02% | 248 |
|
|
2022
Q4 | $358K | Buy |
3,542
+143
| +4% | +$14.5K | 0.01% | 255 |
|
|
2022
Q3 | $318K | Sell |
3,399
-200
| -6% | -$18.7K | 0.01% | 254 |
|
|
2022
Q2 | $320K | Hold |
3,599
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $365K | Sell |
3,599
-168
| -4% | -$17K | 0.01% | 235 |
|
|
2021
Q4 | $391K | Hold |
3,767
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $409K | Hold |
3,767
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $403K | Sell |
3,767
-443
| -11% | -$47.4K | 0.02% | 197 |
|
|
2021
Q1 | $501K | Sell |
4,210
-1,200
| -22% | -$143K | 0.02% | 168 |
|
|
2020
Q4 | $616K | Sell |
5,410
-369
| -6% | -$42K | 0.03% | 151 |
|
|
2020
Q3 | $596K | Sell |
5,779
-265
| -4% | -$27.3K | 0.03% | 153 |
|
|
2020
Q2 | $590K | Hold |
6,044
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $574K | Hold |
6,044
| – | – | 0.04% | 152 |
|
|
2019
Q4 | $699K | Sell |
6,044
-240
| -4% | -$27.8K | 0.04% | 148 |
|
|
2019
Q3 | $651K | Hold |
6,284
| – | – | 0.04% | 158 |
|
|
2019
Q2 | $573K | Hold |
6,284
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $555K | Buy |
6,284
+862
| +16% | +$76.1K | 0.03% | 177 |
|
|
2018
Q4 | $398K | Sell |
5,422
-2,200
| -29% | -$161K | 0.03% | 203 |
|
|
2018
Q3 | $628K | Buy |
7,622
+1,202
| +19% | +$99K | 0.04% | 193 |
|
|
2018
Q2 | $476K | Hold |
6,420
| – | – | 0.03% | 188 |
|
|
2018
Q1 | $458K | Sell |
6,420
-760
| -11% | -$54.2K | 0.03% | 192 |
|
|
2017
Q4 | $471K | Hold |
7,180
| – | – | 0.03% | 197 |
|
|
2017
Q3 | $463K | Hold |
7,180
| – | – | 0.03% | 199 |
|
|
2017
Q2 | $439K | Sell |
7,180
-400
| -5% | -$24.5K | 0.03% | 208 |
|
|
2017
Q1 | $437K | Sell |
7,580
-200
| -3% | -$11.5K | 0.03% | 211 |
|
|
2016
Q4 | $413K | Hold |
7,780
| – | – | 0.03% | 216 |
|
|
2016
Q3 | $387K | Sell |
7,780
-1,000
| -11% | -$49.7K | 0.03% | 211 |
|
|
2016
Q2 | $477K | Sell |
8,780
-30
| -0.3% | -$1.63K | 0.04% | 195 |
|
|
2016
Q1 | $452K | Sell |
8,810
-400
| -4% | -$20.5K | 0.07% | 142 |
|
|
2015
Q4 | $421K | Hold |
9,210
| – | – | 0.06% | 149 |
|
|
2015
Q3 | $399K | Buy |
9,210
+760
| +9% | +$32.9K | 0.06% | 167 |
|
|
2015
Q2 | $350K | Sell |
8,450
-600
| -7% | -$24.9K | 0.05% | 181 |
|
|
2015
Q1 | $359K | Hold |
9,050
| – | – | 0.04% | 174 |
|
|
2014
Q4 | $321K | Hold |
9,050
| – | – | 0.04% | 180 |
|
|
2014
Q3 | $292K | Hold |
9,050
| – | – | 0.04% | 183 |
|
|
2014
Q2 | $273K | Buy |
9,050
+1,600
| +21% | +$48.3K | 0.04% | 188 |
|
|
2014
Q1 | $211K | Sell |
7,450
-4,690
| -39% | -$133K | 0.03% | 193 |
|
|
2013
Q4 | $358K | Hold |
12,140
| – | – | 0.05% | 173 |
|
|
2013
Q3 | $307K | Sell |
12,140
-1,200
| -9% | -$30.3K | 0.05% | 179 |
|
|
2013
Q2 | $292K | Buy |
+13,340
| New | +$292K | 0.05% | 181 |
|