Bridges Investment 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 | $2.8M | Buy |
16,230
+2,611
| +19% | +$450K | 0.04% | 135 |
|
|
2025
Q1 | $3.01M | Sell |
13,619
-3,193
| -19% | -$705K | 0.04% | 129 |
|
|
2024
Q4 | $3.45M | Sell |
16,812
-1,715
| -9% | -$352K | 0.05% | 119 |
|
|
2024
Q3 | $3.33M | Buy |
18,527
+20
| +0.1% | +$3.59K | 0.05% | 125 |
|
|
2024
Q2 | $2.76M | Buy |
18,507
+11,732
| +173% | +$1.75M | 0.04% | 127 |
|
|
2024
Q1 | $1.08M | Sell |
6,775
-5,333
| -44% | -$852K | 0.03% | 135 |
|
|
2023
Q4 | $1.61M | Buy |
12,108
+5,333
| +79% | +$708K | 0.05% | 115 |
|
|
2023
Q3 | $765K | Hold |
6,775
| – | – | 0.03% | 142 |
|
|
2023
Q2 | $855K | Sell |
6,775
-16,000
| -70% | -$2.02M | 0.03% | 146 |
|
|
2023
Q1 | $2.57M | Sell |
22,775
-1,390
| -6% | -$157K | 0.09% | 99 |
|
|
2022
Q4 | $2.44M | Sell |
24,165
-7,435
| -24% | -$751K | 0.09% | 105 |
|
|
2022
Q3 | $2.96M | Hold |
31,600
| – | – | 0.11% | 91 |
|
|
2022
Q2 | $2.81M | Sell |
31,600
-1,050
| -3% | -$93.4K | 0.1% | 98 |
|
|
2022
Q1 | $3.31M | Sell |
32,650
-12,406
| -28% | -$1.26M | 0.1% | 99 |
|
|
2021
Q4 | $4.68M | Sell |
45,056
-118,510
| -72% | -$12.3M | 0.14% | 87 |
|
|
2021
Q3 | $17.7M | Sell |
163,566
-4,693
| -3% | -$509K | 0.56% | 48 |
|
|
2021
Q2 | $18M | Sell |
168,259
-4,846
| -3% | -$518K | 0.53% | 49 |
|
|
2021
Q1 | $20.6M | Buy |
173,105
+1,363
| +0.8% | +$162K | 0.6% | 43 |
|
|
2020
Q4 | $19.6M | Buy |
171,742
+10,203
| +6% | +$1.16M | 0.6% | 47 |
|
|
2020
Q3 | $16.6M | Buy |
161,539
+12,897
| +9% | +$1.33M | 0.56% | 47 |
|
|
2020
Q2 | $14.5M | Sell |
148,642
-1,150
| -0.8% | -$112K | 0.53% | 49 |
|
|
2020
Q1 | $14.2M | Buy |
149,792
+10,829
| +8% | +$1.03M | 0.64% | 43 |
|
|
2019
Q4 | $16.1M | Buy |
138,963
+5,159
| +4% | +$597K | 0.6% | 43 |
|
|
2019
Q3 | $13.9M | Buy |
133,804
+5,997
| +5% | +$621K | 0.53% | 49 |
|
|
2019
Q2 | $11.7M | Buy |
127,807
+3,622
| +3% | +$330K | 0.45% | 53 |
|
|
2019
Q1 | $11M | Buy |
124,185
+1,569
| +1% | +$139K | 0.45% | 51 |
|
|
2018
Q4 | $9.01M | Buy |
122,616
+13,519
| +12% | +$994K | 0.42% | 57 |
|
|
2018
Q3 | $8.99M | Buy |
109,097
+5,642
| +5% | +$465K | 0.44% | 58 |
|
|
2018
Q2 | $7.67M | Buy |
103,455
+2,045
| +2% | +$152K | 0.34% | 66 |
|
|
2018
Q1 | $7.23M | Buy |
101,410
+19,810
| +24% | +$1.41M | 0.33% | 66 |
|
|
2017
Q4 | $5.35M | Sell |
81,600
-300
| -0.4% | -$19.7K | 0.43% | 55 |
|
|
2017
Q3 | $5.28M | Buy |
81,900
+16,350
| +25% | +$1.05M | 0.5% | 51 |
|
|
2017
Q2 | $4.01M | Sell |
65,550
-200
| -0.3% | -$12.2K | 0.54% | 45 |
|
|
2017
Q1 | $3.79M | Buy |
65,750
+800
| +1% | +$46.1K | 0.52% | 47 |
|
|
2016
Q4 | $3.45M | Buy |
64,950
+32,350
| +99% | +$1.72M | 0.49% | 53 |
|
|
2016
Q3 | $1.62M | Hold |
32,600
| – | – | 0.27% | 70 |
|
|
2016
Q2 | $1.77M | Hold |
32,600
| – | – | 0.31% | 71 |
|
|
2016
Q1 | $1.67M | Sell |
32,600
-300
| -0.9% | -$15.4K | 0.3% | 69 |
|
|
2015
Q4 | $1.51M | Hold |
32,900
| – | – | 0.27% | 67 |
|
|
2015
Q3 | $1.36M | Hold |
32,900
| – | – | 0.24% | 71 |
|
|
2015
Q2 | $1.36M | Buy |
32,900
+400
| +1% | +$16.6K | 0.24% | 71 |
|
|
2015
Q1 | $1.29M | Hold |
32,500
| – | – | 0.23% | 70 |
|
|
2014
Q4 | $1.15M | Hold |
32,500
| – | – | 0.2% | 77 |
|
|
2014
Q3 | $1.05M | Hold |
32,500
| – | – | 0.2% | 82 |
|
|
2014
Q2 | $980K | Buy |
32,500
+500
| +2% | +$15.1K | 0.19% | 84 |
|
|
2014
Q1 | $907K | Buy |
32,000
+4,000
| +14% | +$113K | 0.19% | 80 |
|
|
2013
Q4 | $827K | Hold |
28,000
| – | – | 0.19% | 81 |
|
|
2013
Q3 | $707K | Buy |
28,000
+400
| +1% | +$10.1K | 0.18% | 84 |
|
|
2013
Q2 | $603K | Buy |
+27,600
| New | +$603K | 0.16% | 86 |
|