De Burlo 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 | $269K | Hold |
1,563
| – | – | 0.04% | 76 |
|
|
2025
Q1 | $345K | Hold |
1,563
| – | – | 0.05% | 70 |
|
|
2024
Q4 | $321K | Hold |
1,563
| – | – | 0.04% | 75 |
|
|
2024
Q3 | $281K | Hold |
1,563
| – | – | 0.03% | 74 |
|
|
2024
Q2 | $233K | Hold |
1,563
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $250K | Sell |
1,563
-500
| -24% | -$79.9K | 0.03% | 82 |
|
|
2023
Q4 | $233K | Hold |
2,063
| – | – | 0.04% | 79 |
|
|
2023
Q3 | $233K | Hold |
2,063
| – | – | 0.04% | 79 |
|
|
2023
Q2 | $260K | Hold |
2,063
| – | – | 0.04% | 81 |
|
|
2023
Q1 | $233K | Hold |
2,063
| – | – | 0.05% | 88 |
|
|
2022
Q4 | $209K | Hold |
2,063
| – | – | 0.05% | 76 |
|
|
2022
Q3 | $193K | Buy |
+2,063
| New | +$193K | 0.05% | 78 |
|
|
2022
Q2 | – | Sell |
-2,063
| Closed | -$209K | – | 129 |
|
|
2022
Q1 | $209K | Hold |
2,063
| – | – | 0.04% | 80 |
|
|
2021
Q4 | $214K | Hold |
2,063
| – | – | 0.03% | 92 |
|
|
2021
Q3 | $223K | Hold |
2,063
| – | – | 0.04% | 92 |
|
|
2021
Q2 | $220K | Hold |
2,063
| – | – | 0.04% | 86 |
|
|
2021
Q1 | $246K | Hold |
2,063
| – | – | 0.04% | 85 |
|
|
2020
Q4 | $235K | Buy |
2,063
+63
| +3% | +$7.18K | 0.04% | 84 |
|
|
2020
Q3 | $206K | Sell |
2,000
-110,100
| -98% | -$11.3M | 0.04% | 83 |
|
|
2020
Q2 | $10.6M | Hold |
112,100
| – | – | 2.98% | 13 |
|
|
2020
Q1 | $10.6M | Buy |
112,100
+20,300
| +22% | +$1.93M | 2.98% | 13 |
|
|
2019
Q4 | $10.6M | Buy |
91,800
+89,800
| +4,490% | +$10.4M | 2.14% | 20 |
|
|
2019
Q3 | $207K | Buy |
+2,000
| New | +$207K | 0.05% | 78 |
|