Chicago Partners Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
2,005
+474
| +31% | +$67.8K | 0.01% | 861 |
|
|
2025
Q1 | $279K | Buy |
1,531
+23
| +2% | +$4.19K | 0.01% | 717 |
|
|
2024
Q4 | $309K | Buy |
1,508
+23
| +2% | +$4.72K | 0.01% | 648 |
|
|
2024
Q3 | $301K | Sell |
1,485
-48
| -3% | -$9.71K | 0.01% | 623 |
|
|
2024
Q2 | $250K | Sell |
1,533
-37
| -2% | -$6.04K | 0.01% | 647 |
|
|
2024
Q1 | $244K | Sell |
1,570
-449
| -22% | -$69.8K | 0.01% | 629 |
|
|
2023
Q4 | $283K | Sell |
2,019
-118
| -6% | -$16.5K | 0.01% | 555 |
|
|
2023
Q3 | $234K | Sell |
2,137
-120
| -5% | -$13.2K | 0.01% | 567 |
|
|
2023
Q2 | $281K | Sell |
2,257
-140
| -6% | -$17.4K | 0.01% | 547 |
|
|
2023
Q1 | $281K | Sell |
2,397
-144
| -6% | -$16.9K | 0.02% | 518 |
|
|
2022
Q4 | $293K | Buy |
2,541
+144
| +6% | +$16.6K | 0.02% | 482 |
|
|
2022
Q3 | $231K | Buy |
2,397
+117
| +5% | +$11.3K | 0.02% | 500 |
|
|
2022
Q2 | $241K | Sell |
2,280
-16
| -0.7% | -$1.69K | 0.02% | 490 |
|
|
2022
Q1 | $216K | Sell |
2,296
-786
| -26% | -$73.9K | 0.02% | 497 |
|
|
2021
Q4 | $302K | Buy |
3,082
+580
| +23% | +$56.8K | 0.02% | 437 |
|
|
2021
Q3 | $250K | Buy |
2,502
+20
| +0.8% | +$2K | 0.02% | 481 |
|
|
2021
Q2 | $276K | Sell |
2,482
-22
| -0.9% | -$2.45K | 0.02% | 443 |
|
|
2021
Q1 | $317K | Buy |
+2,504
| New | +$317K | 0.03% | 387 |
|
|
2018
Q4 | – | Sell |
-564
| Closed | -$44K | – | 523 |
|
|
2018
Q3 | $44K | Hold |
564
| – | – | 0.01% | 542 |
|
|
2018
Q2 | $42K | Sell |
564
-420
| -43% | -$31.3K | 0.01% | 516 |
|
|
2018
Q1 | $70K | Buy |
984
+420
| +74% | +$29.9K | 0.01% | 405 |
|
|
2017
Q4 | $37K | Hold |
564
| – | – | 0.01% | 496 |
|
|
2017
Q3 | $36K | Sell |
564
-1,284
| -69% | -$82K | 0.01% | 483 |
|
|
2017
Q2 | $104K | Buy |
+1,848
| New | +$104K | 0.03% | 272 |
|
|
2015
Q1 | – | Sell |
-130
| Closed | -$5K | – | 503 |
|
|
2014
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 451 |
|