Buckingham Strategic Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.46M | Sell |
16,520
-988
| -6% | -$147K | 0.03% | 210 |
|
|
2024
Q1 | $2.8M | Buy |
17,508
+3,141
| +22% | +$502K | 0.03% | 202 |
|
|
2023
Q4 | $1.91M | Buy |
14,367
+171
| +1% | +$22.7K | 0.02% | 239 |
|
|
2023
Q3 | $1.6M | Buy |
14,196
+95
| +0.7% | +$10.7K | 0.02% | 234 |
|
|
2023
Q2 | $1.78M | Sell |
14,101
-1,812
| -11% | -$229K | 0.03% | 227 |
|
|
2023
Q1 | $1.61M | Hold |
15,913
| – | – | 0.03% | 208 |
|
|
2022
Q4 | $1.61M | Sell |
15,913
-587
| -4% | -$59.3K | 0.03% | 209 |
|
|
2022
Q3 | $1.54M | Buy |
16,500
+133
| +0.8% | +$12.4K | 0.03% | 200 |
|
|
2022
Q2 | $1.46M | Buy |
16,367
+317
| +2% | +$28.2K | 0.03% | 215 |
|
|
2022
Q1 | $1.63M | Sell |
16,050
-2,580
| -14% | -$262K | 0.03% | 207 |
|
|
2021
Q4 | $1.93M | Sell |
18,630
-1,622
| -8% | -$168K | 0.04% | 185 |
|
|
2021
Q3 | $2.2M | Sell |
20,252
-1,069
| -5% | -$116K | 0.05% | 164 |
|
|
2021
Q2 | $2.28M | Sell |
21,321
-438
| -2% | -$46.8K | 0.06% | 157 |
|
|
2021
Q1 | $2.59M | Sell |
21,759
-309
| -1% | -$36.8K | 0.13% | 130 |
|
|
2020
Q4 | $2.51M | Buy |
22,068
+12,283
| +126% | +$1.4M | 0.13% | 128 |
|
|
2020
Q3 | $1.01M | Sell |
9,785
-642
| -6% | -$66.1K | 0.08% | 178 |
|
|
2020
Q2 | $1.02M | Sell |
10,427
-1,558
| -13% | -$152K | 0.1% | 148 |
|
|
2020
Q1 | $1.14M | Sell |
11,985
-153
| -1% | -$14.5K | 0.11% | 148 |
|
|
2019
Q4 | $1.4M | Buy |
12,138
+17
| +0.1% | +$1.97K | 0.13% | 121 |
|
|
2019
Q3 | $1.26M | Buy |
12,121
+290
| +2% | +$30.1K | 0.14% | 120 |
|
|
2019
Q2 | $1.08M | Sell |
11,831
-650
| -5% | -$59.2K | 0.12% | 134 |
|
|
2019
Q1 | $1.1M | Buy |
12,481
+714
| +6% | +$63K | 0.14% | 127 |
|
|
2018
Q4 | $865K | Sell |
11,767
-31
| -0.3% | -$2.28K | 0.13% | 129 |
|
|
2018
Q3 | $972K | Sell |
11,798
-398
| -3% | -$32.8K | 0.15% | 125 |
|
|
2018
Q2 | $904K | Hold |
12,196
| – | – | 0.15% | 129 |
|
|
2018
Q1 | $870K | Hold |
12,196
| – | – | 0.17% | 123 |
|
|
2017
Q4 | $800K | Sell |
12,196
-826
| -6% | -$54.2K | 0.17% | 122 |
|
|
2017
Q3 | $840K | Buy |
13,022
+300
| +2% | +$19.4K | 0.2% | 111 |
|
|
2017
Q2 | $778K | Buy |
+12,722
| New | +$778K | 0.18% | 113 |
|