Crumly & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Buy |
4,785
+172
| +4% | +$29.7K | 0.2% | 70 |
|
|
2025
Q1 | $1.02M | Buy |
4,613
+60
| +1% | +$13.3K | 0.28% | 56 |
|
|
2024
Q4 | $935K | Sell |
4,553
-116
| -2% | -$23.8K | 0.25% | 63 |
|
|
2024
Q3 | $839K | Sell |
4,669
-131
| -3% | -$23.5K | 0.23% | 67 |
|
|
2024
Q2 | $715K | Sell |
4,800
-29
| -0.6% | -$4.32K | 0.21% | 67 |
|
|
2024
Q1 | $772K | Sell |
4,829
-14
| -0.3% | -$2.24K | 0.2% | 66 |
|
|
2023
Q4 | $643K | Buy |
4,843
+395
| +9% | +$52.5K | 0.19% | 69 |
|
|
2023
Q3 | $502K | Sell |
4,448
-31
| -0.7% | -$3.5K | 0.2% | 68 |
|
|
2023
Q2 | $565K | Sell |
4,479
-655
| -13% | -$82.6K | 0.23% | 62 |
|
|
2023
Q1 | $580K | Sell |
5,134
-22
| -0.4% | -$2.49K | 0.25% | 63 |
|
|
2022
Q4 | $521K | Buy |
5,156
+798
| +18% | +$80.7K | 0.2% | 60 |
|
|
2022
Q3 | $408K | Buy |
4,358
+26
| +0.6% | +$2.43K | 0.17% | 75 |
|
|
2022
Q2 | $385K | Buy |
4,332
+244
| +6% | +$21.7K | 0.16% | 79 |
|
|
2022
Q1 | $415K | Sell |
4,088
-13
| -0.3% | -$1.32K | 0.16% | 80 |
|
|
2021
Q4 | $436K | Sell |
4,101
-1,195
| -23% | -$127K | 0.17% | 75 |
|
|
2021
Q3 | $575K | Sell |
5,296
-47
| -0.9% | -$5.1K | 0.27% | 63 |
|
|
2021
Q2 | $571K | Buy |
5,343
+1,103
| +26% | +$118K | 0.28% | 57 |
|
|
2021
Q1 | $505K | Buy |
4,240
+1,099
| +35% | +$131K | 0.3% | 46 |
|
|
2020
Q4 | $337K | Buy |
+3,141
| New | +$337K | 0.24% | 49 |
|