Dennis R. Delaney’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
42,420
+295
| +0.7% | +$50.9K | 3.76% | 10 |
|
|
2025
Q1 | $9.3M | Sell |
42,125
-2,965
| -7% | -$655K | 5.05% | 3 |
|
|
2024
Q4 | $9.26M | Sell |
45,090
-1,086
| -2% | -$223K | 4.87% | 5 |
|
|
2024
Q3 | $8.3M | Sell |
46,176
-1,535
| -3% | -$276K | 4.28% | 5 |
|
|
2024
Q2 | $7.11M | Sell |
47,711
-988
| -2% | -$147K | 3.84% | 7 |
|
|
2024
Q1 | $7.78M | Sell |
48,699
-757
| -2% | -$121K | 4.24% | 5 |
|
|
2023
Q4 | $6.57M | Buy |
49,456
+170
| +0.3% | +$22.6K | 3.89% | 8 |
|
|
2023
Q3 | $5.57M | Sell |
49,286
-60
| -0.1% | -$6.78K | 3.59% | 13 |
|
|
2023
Q2 | $6.22M | Buy |
49,346
+13,992
| +40% | +$1.77M | 3.79% | 9 |
|
|
2023
Q1 | $4M | Buy |
35,354
+400
| +1% | +$45.2K | 3.41% | 13 |
|
|
2022
Q4 | $3.53M | Hold |
34,954
| – | – | 3.16% | 13 |
|
|
2022
Q3 | $3.27M | Buy |
+34,954
| New | +$3.27M | 3.14% | 13 |
|
|
2020
Q2 | $2.13M | Buy |
21,838
+50
| +0.2% | +$4.88K | 2.85% | 14 |
|
|
2020
Q1 | $2.07M | Sell |
21,788
-1,447
| -6% | -$138K | 3.24% | 11 |
|
|
2019
Q4 | $2.69M | Sell |
23,235
-1,470
| -6% | -$170K | 3.44% | 11 |
|
|
2019
Q3 | $2.56M | Sell |
24,705
-1,015
| -4% | -$105K | 3.48% | 10 |
|
|
2019
Q2 | $2.35M | Sell |
25,720
-475
| -2% | -$43.3K | 3.14% | 11 |
|
|
2019
Q1 | $2.31M | Sell |
26,195
-3,975
| -13% | -$351K | 3.12% | 13 |
|
|
2018
Q4 | $2.22M | Sell |
30,170
-880
| -3% | -$64.7K | 3.43% | 10 |
|
|
2018
Q3 | $2.56M | Buy |
31,050
+960
| +3% | +$79.1K | 3.33% | 10 |
|
|
2018
Q2 | $2.23M | Sell |
30,090
-1,570
| -5% | -$116K | 3.21% | 11 |
|
|
2018
Q1 | $2.26M | Sell |
31,660
-140
| -0.4% | -$9.99K | 3.17% | 11 |
|
|
2017
Q4 | $2.09M | Buy |
31,800
+12,850
| +68% | +$843K | 2.79% | 16 |
|
|
2017
Q3 | $1.22M | Buy |
18,950
+36
| +0.2% | +$2.32K | 2.37% | 19 |
|
|
2017
Q2 | $1.16M | Buy |
18,914
+700
| +4% | +$42.8K | 2.34% | 20 |
|
|
2017
Q1 | $1.05M | Buy |
18,214
+10
| +0.1% | +$577 | 2.19% | 21 |
|
|
2016
Q4 | $968K | Hold |
18,204
| – | – | 2.07% | 20 |
|
|
2016
Q3 | $904K | Sell |
18,204
-20
| -0.1% | -$993 | 1.92% | 19 |
|
|
2016
Q2 | $991K | Sell |
18,224
-390
| -2% | -$21.2K | 2.12% | 18 |
|
|
2016
Q1 | $955K | Sell |
18,614
-200
| -1% | -$10.3K | 2.07% | 20 |
|
|
2015
Q4 | $860K | Buy |
+18,814
| New | +$860K | 1.92% | 20 |
|