CX Institutional’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Sell |
46,097
-13,641
| -23% | -$2.35M | 0.28% | 72 |
|
|
2025
Q1 | $13.2M | Buy |
59,738
+10,340
| +21% | +$2.28M | 0.5% | 50 |
|
|
2024
Q4 | $10.1M | Sell |
49,398
-7,042
| -12% | -$1.45M | 0.4% | 57 |
|
|
2024
Q3 | $10.1M | Buy |
56,440
+7,943
| +16% | +$1.43M | 0.45% | 63 |
|
|
2024
Q2 | $7.23M | Buy |
48,497
+42
| +0.1% | +$6.26K | 0.34% | 74 |
|
|
2024
Q1 | $7.74M | Buy |
48,455
+44,557
| +1,143% | +$7.12M | 0.37% | 67 |
|
|
2023
Q4 | $518K | Sell |
3,898
-94
| -2% | -$12.5K | 0.03% | 324 |
|
|
2023
Q3 | $451K | Sell |
3,992
-50
| -1% | -$5.65K | 0.02% | 343 |
|
|
2023
Q2 | $510K | Buy |
4,042
+509
| +14% | +$64.2K | 0.03% | 345 |
|
|
2023
Q1 | $399K | Buy |
3,533
+368
| +12% | +$41.5K | 0.02% | 369 |
|
|
2022
Q4 | $320K | Buy |
+3,165
| New | +$320K | 0.02% | 422 |
|
|
2022
Q3 | – | Sell |
-1,496
| Closed | -$133K | – | 703 |
|
|
2022
Q2 | $133K | Buy |
+1,496
| New | +$133K | 0.01% | 500 |
|
|
2021
Q4 | – | Sell |
-1,397
| Closed | -$152K | – | 540 |
|
|
2021
Q3 | $152K | Buy |
1,397
+326
| +30% | +$35.5K | 0.01% | 383 |
|
|
2021
Q2 | $114K | Buy |
1,071
+43
| +4% | +$4.58K | 0.01% | 420 |
|
|
2021
Q1 | $122K | Buy |
1,028
+224
| +28% | +$26.6K | 0.01% | 355 |
|
|
2020
Q4 | $92K | Buy |
804
+427
| +113% | +$48.9K | 0.01% | 372 |
|
|
2020
Q3 | $39K | Buy |
377
+119
| +46% | +$12.3K | ﹤0.01% | 427 |
|
|
2020
Q2 | $25K | Buy |
258
+132
| +105% | +$12.8K | ﹤0.01% | 405 |
|
|
2020
Q1 | $12K | Buy |
126
+10
| +9% | +$952 | ﹤0.01% | 430 |
|
|
2019
Q4 | $13K | Hold |
116
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $12K | Buy |
116
+9
| +8% | +$931 | ﹤0.01% | 435 |
|
|
2019
Q2 | $10K | Buy |
107
+16
| +18% | +$1.5K | ﹤0.01% | 489 |
|
|
2019
Q1 | $8K | Buy |
+91
| New | +$8K | ﹤0.01% | 480 |
|