Brookstone Capital 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 | $1.64M | Buy |
9,507
+520
| +6% | +$89.7K | 0.02% | 461 |
|
|
2025
Q1 | $1.98M | Buy |
8,987
+165
| +2% | +$36.4K | 0.03% | 413 |
|
|
2024
Q4 | $1.81M | Sell |
8,822
-31,484
| -78% | -$6.47M | 0.03% | 394 |
|
|
2024
Q3 | $7.24M | Buy |
40,306
+5,927
| +17% | +$1.06M | 0.11% | 202 |
|
|
2024
Q2 | $5.43M | Buy |
34,379
+7,619
| +28% | +$1.2M | 0.09% | 218 |
|
|
2024
Q1 | $4.28M | Buy |
26,760
+20,282
| +313% | +$3.24M | 0.08% | 239 |
|
|
2023
Q4 | $861K | Sell |
6,478
-1,016
| -14% | -$135K | 0.02% | 492 |
|
|
2023
Q3 | $839K | Sell |
7,494
-34
| -0.5% | -$3.81K | 0.02% | 471 |
|
|
2023
Q2 | $943K | Sell |
7,528
-1,633
| -18% | -$204K | 0.02% | 447 |
|
|
2023
Q1 | $1.07M | Buy |
9,161
+68
| +0.7% | +$7.96K | 0.02% | 439 |
|
|
2022
Q4 | $929K | Sell |
9,093
-160
| -2% | -$16.3K | 0.02% | 444 |
|
|
2022
Q3 | $867K | Sell |
9,253
-1,074
| -10% | -$101K | 0.02% | 425 |
|
|
2022
Q2 | $961K | Sell |
10,327
-2,202
| -18% | -$205K | 0.02% | 413 |
|
|
2022
Q1 | $1.26M | Sell |
12,529
-1,086
| -8% | -$109K | 0.02% | 356 |
|
|
2021
Q4 | $1.48M | Buy |
13,615
+2,086
| +18% | +$227K | 0.03% | 308 |
|
|
2021
Q3 | $1.2M | Sell |
11,529
-970
| -8% | -$101K | 0.02% | 351 |
|
|
2021
Q2 | $1.38M | Buy |
12,499
+9,835
| +369% | +$1.08M | 0.02% | 311 |
|
|
2021
Q1 | $317K | Buy |
2,664
+580
| +28% | +$69K | 0.01% | 391 |
|
|
2020
Q4 | $237K | Buy |
+2,084
| New | +$237K | 0.01% | 408 |
|
|
2015
Q4 | – | Sell |
-90
| Closed | -$4K | – | 397 |
|
|
2015
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 1519 |
|
|
2015
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 1613 |
|