Dean Investment 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 | $1.2M | Buy |
6,976
+546
| +8% | +$94.1K | 0.18% | 174 |
|
|
2025
Q1 | $1.42M | Sell |
6,430
-421
| -6% | -$93K | 0.21% | 172 |
|
|
2024
Q4 | $1.41M | Sell |
6,851
-429
| -6% | -$88.1K | 0.2% | 178 |
|
|
2024
Q3 | $1.31M | Sell |
7,280
-689
| -9% | -$124K | 0.18% | 184 |
|
|
2024
Q2 | $1.19M | Sell |
7,969
-575
| -7% | -$85.7K | 0.17% | 184 |
|
|
2024
Q1 | $1.37M | Sell |
8,544
-882
| -9% | -$141K | 0.19% | 176 |
|
|
2023
Q4 | $1.25M | Sell |
9,426
-487
| -5% | -$64.7K | 0.18% | 174 |
|
|
2023
Q3 | $1.12M | Sell |
9,913
-42
| -0.4% | -$4.74K | 0.18% | 175 |
|
|
2023
Q2 | $1.26M | Sell |
9,955
-374
| -4% | -$47.2K | 0.2% | 176 |
|
|
2023
Q1 | $1.17M | Sell |
10,329
-1,890
| -15% | -$214K | 0.19% | 176 |
|
|
2022
Q4 | $1.23M | Sell |
12,219
-1,241
| -9% | -$125K | 0.21% | 164 |
|
|
2022
Q3 | $1.26M | Buy |
13,460
+160
| +1% | +$15K | 0.26% | 149 |
|
|
2022
Q2 | $1.18M | Sell |
13,300
-919
| -6% | -$81.7K | 0.23% | 172 |
|
|
2022
Q1 | $1.44M | Buy |
14,219
+220
| +2% | +$22.3K | 0.26% | 153 |
|
|
2021
Q4 | $1.45M | Sell |
13,999
-988
| -7% | -$103K | 0.26% | 164 |
|
|
2021
Q3 | $1.63M | Sell |
14,987
-781
| -5% | -$84.7K | 0.31% | 128 |
|
|
2021
Q2 | $1.69M | Sell |
15,768
-289
| -2% | -$30.9K | 0.31% | 136 |
|
|
2021
Q1 | $1.91M | Sell |
16,057
-343
| -2% | -$40.8K | 0.36% | 119 |
|
|
2020
Q4 | $1.87M | Sell |
16,400
-865
| -5% | -$98.5K | 0.39% | 108 |
|
|
2020
Q3 | $1.78M | Buy |
+17,265
| New | +$1.78M | 0.43% | 94 |
|