Dillon & 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 | $15.2M | Buy |
88,570
+7,419
| +9% | +$1.28M | 2.07% | 15 |
|
|
2025
Q1 | $17.9M | Buy |
81,151
+5,256
| +7% | +$1.16M | 2.66% | 10 |
|
|
2024
Q4 | $15.6M | Buy |
75,895
+6,486
| +9% | +$1.33M | 2.16% | 13 |
|
|
2024
Q3 | $12.5M | Buy |
69,409
+6,373
| +10% | +$1.15M | 1.76% | 18 |
|
|
2024
Q2 | $9.39M | Buy |
63,036
+8,529
| +16% | +$1.27M | 1.37% | 26 |
|
|
2024
Q1 | $8.72M | Buy |
54,507
+7,511
| +16% | +$1.2M | 1.37% | 26 |
|
|
2023
Q4 | $6.25M | Buy |
46,996
+6,411
| +16% | +$853K | 1.13% | 28 |
|
|
2023
Q3 | $4.59M | Buy |
40,585
+7,809
| +24% | +$882K | 0.88% | 32 |
|
|
2023
Q2 | $4.13M | Buy |
32,776
+5,574
| +20% | +$702K | 0.76% | 33 |
|
|
2023
Q1 | $3.07M | Buy |
27,202
+4,090
| +18% | +$462K | 0.61% | 39 |
|
|
2022
Q4 | $2.33M | Buy |
23,112
+2,982
| +15% | +$301K | 0.5% | 40 |
|
|
2022
Q3 | $1.89M | Buy |
+20,130
| New | +$1.89M | 0.44% | 42 |
|