Clarius Group LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
3,418
-515
| -13% | -$88.8K | 0.03% | 221 |
|
|
2025
Q1 | $869K | Sell |
3,933
-57
| -1% | -$12.6K | 0.05% | 161 |
|
|
2024
Q4 | $820K | Buy |
3,990
+45
| +1% | +$9.24K | 0.06% | 139 |
|
|
2024
Q3 | $706K | Sell |
3,945
-204
| -5% | -$36.5K | 0.05% | 159 |
|
|
2024
Q2 | $618K | Buy |
4,149
+9
| +0.2% | +$1.34K | 0.04% | 187 |
|
|
2024
Q1 | $662K | Sell |
4,140
-800
| -16% | -$128K | 0.05% | 178 |
|
|
2023
Q4 | $656K | Sell |
4,940
-528
| -10% | -$70.1K | 0.05% | 194 |
|
|
2023
Q3 | $618K | Sell |
5,468
-1,708
| -24% | -$193K | 0.06% | 181 |
|
|
2023
Q2 | $905K | Buy |
7,176
+278
| +4% | +$35.1K | 0.07% | 149 |
|
|
2023
Q1 | $780K | Buy |
6,898
+335
| +5% | +$37.9K | 0.07% | 168 |
|
|
2022
Q4 | $663K | Sell |
6,563
-381
| -5% | -$38.5K | 0.06% | 187 |
|
|
2022
Q3 | $650K | Buy |
6,944
+424
| +7% | +$39.7K | 0.07% | 178 |
|
|
2022
Q2 | $580K | Buy |
6,520
+1,004
| +18% | +$89.3K | 0.06% | 199 |
|
|
2022
Q1 | $573K | Hold |
5,516
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $573K | Sell |
5,516
-828
| -13% | -$86K | 0.05% | 216 |
|
|
2021
Q3 | $688K | Buy |
6,344
+231
| +4% | +$25.1K | 0.06% | 168 |
|
|
2021
Q2 | $653K | Sell |
6,113
-21
| -0.3% | -$2.24K | 0.06% | 168 |
|
|
2021
Q1 | $730K | Buy |
6,134
+124
| +2% | +$14.8K | 0.07% | 139 |
|
|
2020
Q4 | $684K | Buy |
6,010
+1,062
| +21% | +$121K | 0.07% | 133 |
|
|
2020
Q3 | $510K | Sell |
4,948
-95
| -2% | -$9.79K | 0.07% | 134 |
|
|
2020
Q2 | $492K | Buy |
5,043
+414
| +9% | +$40.4K | 0.07% | 139 |
|
|
2020
Q1 | $440K | Buy |
4,629
+104
| +2% | +$9.89K | 0.08% | 126 |
|
|
2019
Q4 | $536K | Sell |
4,525
-28
| -0.6% | -$3.32K | 0.08% | 120 |
|
|
2019
Q3 | $472K | Buy |
4,553
+1,221
| +37% | +$127K | 0.09% | 125 |
|
|
2019
Q2 | $304K | Buy |
3,332
+254
| +8% | +$23.2K | 0.06% | 171 |
|
|
2019
Q1 | $272K | Buy |
+3,078
| New | +$272K | 0.07% | 155 |
|