Burney Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
10,345
-4,017
| -28% | -$693K | 0.06% | 243 |
|
|
2025
Q1 | $3.17M | Sell |
14,362
-501
| -3% | -$111K | 0.12% | 164 |
|
|
2024
Q4 | $3.05M | Hold |
14,863
| – | – | 0.11% | 172 |
|
|
2024
Q3 | $2.67M | Hold |
14,863
| – | – | 0.1% | 187 |
|
|
2024
Q2 | $2.22M | Sell |
14,863
-83
| -0.6% | -$12.4K | 0.08% | 207 |
|
|
2024
Q1 | $2.39M | Sell |
14,946
-226
| -1% | -$36.1K | 0.09% | 210 |
|
|
2023
Q4 | $2.02M | Sell |
15,172
-90
| -0.6% | -$12K | 0.08% | 238 |
|
|
2023
Q3 | $1.72M | Sell |
15,262
-444
| -3% | -$50.2K | 0.08% | 241 |
|
|
2023
Q2 | $1.98M | Sell |
15,706
-116
| -0.7% | -$14.6K | 0.09% | 228 |
|
|
2023
Q1 | $1.79M | Sell |
15,822
-105
| -0.7% | -$11.9K | 0.09% | 241 |
|
|
2022
Q4 | $1.61M | Buy |
15,927
+5,897
| +59% | +$596K | 0.08% | 230 |
|
|
2022
Q3 | $939K | Buy |
10,030
+75
| +0.8% | +$7.02K | 0.05% | 309 |
|
|
2022
Q2 | $886K | Sell |
9,955
-301
| -3% | -$26.8K | 0.05% | 324 |
|
|
2022
Q1 | $1.04M | Sell |
10,256
-472
| -4% | -$47.9K | 0.05% | 327 |
|
|
2021
Q4 | $1.11M | Buy |
10,728
+98
| +0.9% | +$10.2K | 0.05% | 308 |
|
|
2021
Q3 | $1.15M | Buy |
10,630
+252
| +2% | +$27.3K | 0.05% | 289 |
|
|
2021
Q2 | $1.11M | Sell |
10,378
-52
| -0.5% | -$5.56K | 0.05% | 302 |
|
|
2021
Q1 | $1.24M | Sell |
10,430
-554
| -5% | -$66K | 0.06% | 287 |
|
|
2020
Q4 | $1.25M | Sell |
10,984
-520
| -5% | -$59.2K | 0.07% | 263 |
|
|
2020
Q3 | $1.19M | Sell |
11,504
-1,757
| -13% | -$181K | 0.07% | 258 |
|
|
2020
Q2 | $1.3M | Sell |
13,261
-4,471
| -25% | -$437K | 0.08% | 245 |
|
|
2020
Q1 | $1.68M | Sell |
17,732
-452
| -2% | -$42.9K | 0.13% | 181 |
|
|
2019
Q4 | $2.1M | Sell |
18,184
-295
| -2% | -$34.1K | 0.12% | 198 |
|
|
2019
Q3 | $1.91M | Sell |
18,479
-130
| -0.7% | -$13.5K | 0.11% | 201 |
|
|
2019
Q2 | $1.7M | Buy |
18,609
+387
| +2% | +$35.3K | 0.1% | 214 |
|
|
2019
Q1 | $1.61M | Sell |
18,222
-3,990
| -18% | -$352K | 0.1% | 208 |
|
|
2018
Q4 | $1.63M | Sell |
22,212
-2,709
| -11% | -$199K | 0.11% | 200 |
|
|
2018
Q3 | $2.05M | Sell |
24,921
-219
| -0.9% | -$18K | 0.12% | 189 |
|
|
2018
Q2 | $1.86M | Buy |
25,140
+3,483
| +16% | +$258K | 0.11% | 205 |
|
|
2018
Q1 | $1.54M | Buy |
21,657
+2,775
| +15% | +$198K | 0.1% | 210 |
|
|
2017
Q4 | $1.24M | Buy |
18,882
+2,926
| +18% | +$192K | 0.07% | 229 |
|
|
2017
Q3 | $1.02M | Sell |
15,956
-990
| -6% | -$63.5K | 0.07% | 226 |
|
|
2017
Q2 | $1.03M | Buy |
16,946
+110
| +0.7% | +$6.69K | 0.07% | 219 |
|
|
2017
Q1 | $971K | Sell |
16,836
-768
| -4% | -$44.3K | 0.06% | 222 |
|
|
2016
Q4 | $935K | Buy |
17,604
+2,650
| +18% | +$141K | 0.06% | 215 |
|
|
2016
Q3 | $749K | Buy |
14,954
+1,320
| +10% | +$66.1K | 0.05% | 224 |
|
|
2016
Q2 | $741K | Sell |
13,634
-270
| -2% | -$14.7K | 0.05% | 225 |
|
|
2016
Q1 | $713K | Sell |
13,904
-830
| -6% | -$42.6K | 0.05% | 232 |
|
|
2015
Q4 | $686K | Sell |
14,734
-870
| -6% | -$40.5K | 0.05% | 225 |
|
|
2015
Q3 | $676K | Buy |
15,604
+1,360
| +10% | +$58.9K | 0.05% | 226 |
|
|
2015
Q2 | $590K | Sell |
14,244
-6,500
| -31% | -$269K | 0.04% | 250 |
|
|
2015
Q1 | $824K | Sell |
20,744
-2,172
| -9% | -$86.3K | 0.06% | 231 |
|
|
2014
Q4 | $813K | Sell |
22,916
-800
| -3% | -$28.4K | 0.06% | 221 |
|
|
2014
Q3 | $766K | Sell |
23,716
-9,870
| -29% | -$319K | 0.07% | 225 |
|
|
2014
Q2 | $1.01M | Sell |
33,586
-1,890
| -5% | -$57K | 0.09% | 209 |
|
|
2014
Q1 | $1.01M | Sell |
35,476
-1,972
| -5% | -$55.9K | 0.09% | 202 |
|
|
2013
Q4 | $1.11M | Buy |
37,448
+4,100
| +12% | +$121K | 0.11% | 190 |
|
|
2013
Q3 | $842K | Sell |
33,348
-2,268
| -6% | -$57.3K | 0.09% | 215 |
|
|
2013
Q2 | $778K | Buy |
+35,616
| New | +$778K | 0.1% | 207 |
|