D.J. St. Germain’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
4,161
-63
| -1% | -$10.9K | 0.03% | 186 |
|
|
2025
Q1 | $933K | Sell |
4,224
-84
| -2% | -$18.6K | 0.04% | 162 |
|
|
2024
Q4 | $885K | Hold |
4,308
| – | – | 0.04% | 172 |
|
|
2024
Q3 | $774K | Sell |
4,308
-50
| -1% | -$8.98K | 0.04% | 175 |
|
|
2024
Q2 | $650K | Hold |
4,358
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $696K | Hold |
4,358
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $579K | Sell |
4,358
-260
| -6% | -$34.5K | 0.03% | 182 |
|
|
2023
Q3 | $522K | Sell |
4,618
-17
| -0.4% | -$1.92K | 0.03% | 183 |
|
|
2023
Q2 | $585K | Buy |
+4,635
| New | +$585K | 0.03% | 176 |
|
|
2022
Q4 | $26.7K | Buy |
4,794
+354
| +8% | +$1.97K | 0.01% | 208 |
|
|
2022
Q3 | $395K | Hold |
4,440
| – | – | 0.03% | 175 |
|
|
2022
Q2 | $395K | Sell |
4,440
-29
| -0.6% | -$2.58K | 0.03% | 175 |
|
|
2022
Q1 | $453K | Hold |
4,469
| – | – | 0.03% | 177 |
|
|
2021
Q4 | $464K | Sell |
4,469
-254
| -5% | -$26.4K | 0.03% | 179 |
|
|
2021
Q3 | $512K | Buy |
4,723
+4
| +0.1% | +$434 | 0.03% | 163 |
|
|
2021
Q2 | $504K | Hold |
4,719
| – | – | 0.03% | 170 |
|
|
2021
Q1 | $562K | Sell |
4,719
-66
| -1% | -$7.86K | 0.04% | 149 |
|
|
2020
Q4 | $545K | Sell |
4,785
-4
| -0.1% | -$456 | 0.04% | 144 |
|
|
2020
Q3 | $494K | Sell |
4,789
-365
| -7% | -$37.7K | 0.04% | 137 |
|
|
2020
Q2 | $503K | Hold |
5,154
| – | – | 0.04% | 133 |
|
|
2020
Q1 | $490K | Sell |
5,154
-212
| -4% | -$20.2K | 0.05% | 133 |
|
|
2019
Q4 | $620K | Hold |
5,366
| – | – | 0.05% | 134 |
|
|
2019
Q3 | $556K | Buy |
+5,366
| New | +$556K | 0.06% | 113 |
|
|
2013
Q3 | – | Sell |
-559,680
| Closed | -$12.2M | – | 99 |
|
|
2013
Q2 | $12.2M | Buy |
+559,680
| New | +$12.2M | 2.03% | 22 |
|