Boyd Watterson Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Hold |
149
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $32.9K | Hold |
149
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $30.6K | Hold |
149
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $26.8K | Hold |
149
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $22.2K | Hold |
149
| – | – | 0.01% | 252 |
|
|
2024
Q1 | $23.8K | Hold |
149
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $19.8K | Hold |
149
| – | – | 0.01% | 264 |
|
|
2023
Q3 | $16.8K | Sell |
149
-11
| -7% | -$1.24K | 0.01% | 267 |
|
|
2023
Q2 | $20.2K | Hold |
160
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $18.1K | Hold |
160
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $16.2K | Buy |
+160
| New | +$16.2K | 0.01% | 281 |
|
|
2021
Q4 | – | Sell |
-12,143
| Closed | -$1.32M | – | 150 |
|
|
2021
Q3 | $1.32M | Buy |
12,143
+5,759
| +90% | +$625K | 0.49% | 59 |
|
|
2021
Q2 | $682K | Buy |
6,384
+45
| +0.7% | +$4.81K | 0.28% | 93 |
|
|
2021
Q1 | $755K | Buy |
6,339
+254
| +4% | +$30.3K | 0.33% | 89 |
|
|
2020
Q4 | $693K | Buy |
6,085
+1,131
| +23% | +$129K | 0.33% | 87 |
|
|
2020
Q3 | $511K | Buy |
4,954
+524
| +12% | +$54.1K | 0.28% | 87 |
|
|
2020
Q2 | $432K | Buy |
+4,430
| New | +$432K | 0.29% | 80 |
|