Deroy & Devereaux Private Investment Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $37.8M | Sell |
219,332
-1,437
| -0.7% | -$248K | 2.05% | 8 |
|
2025
Q1 | $48.8M | Sell |
220,769
-3,413
| -2% | -$754K | 2.83% | 2 |
|
2024
Q4 | $46.1M | Buy |
224,182
+1,178
| +0.5% | +$242K | 2.64% | 1 |
|
2024
Q3 | $40.1M | Buy |
223,004
+1,283
| +0.6% | +$230K | 2.28% | 6 |
|
2024
Q2 | $33M | Sell |
221,721
-1,491
| -0.7% | -$222K | 2.04% | 10 |
|
2024
Q1 | $35.7M | Sell |
223,212
-4,758
| -2% | -$760K | 2.17% | 6 |
|
2023
Q4 | $30.3M | Sell |
227,970
-4,559
| -2% | -$606K | 2.02% | 7 |
|
2023
Q3 | $26.3M | Sell |
232,529
-3,781
| -2% | -$427K | 1.92% | 13 |
|
2023
Q2 | $29.8M | Buy |
236,310
+665
| +0.3% | +$83.9K | 2.07% | 9 |
|
2023
Q1 | $26.6M | Sell |
235,645
-2,768
| -1% | -$313K | 2.02% | 9 |
|
2022
Q4 | $24.1M | Sell |
238,413
-754
| -0.3% | -$76.2K | 1.85% | 16 |
|
2022
Q3 | $22.4M | Sell |
239,167
-1,320
| -0.5% | -$124K | 1.94% | 13 |
|
2022
Q2 | $21.4M | Buy |
240,487
+4,818
| +2% | +$429K | 1.77% | 18 |
|
2022
Q1 | $23.9M | Buy |
235,669
+70,712
| +43% | +$7.17M | 1.74% | 17 |
|
2021
Q4 | $17.1M | Sell |
164,957
-4,119
| -2% | -$428K | 1.26% | 46 |
|
2021
Q3 | $18.3M | Sell |
169,076
-2,219
| -1% | -$241K | 1.43% | 33 |
|
2021
Q2 | $18.3M | Sell |
171,295
-300
| -0.2% | -$32.1K | 1.38% | 37 |
|
2021
Q1 | $20.4M | Buy |
+171,595
| New | +$20.4M | 1.61% | 26 |
|