Edgemoor Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
43,495
+1,699
| +4% | +$293K | 0.65% | 39 |
|
|
2025
Q1 | $9.23M | Sell |
41,796
-91
| -0.2% | -$20.1K | 0.85% | 35 |
|
|
2024
Q4 | $8.6M | Buy |
41,887
+733
| +2% | +$151K | 0.76% | 35 |
|
|
2024
Q3 | $7.39M | Buy |
41,154
+1,293
| +3% | +$232K | 0.64% | 40 |
|
|
2024
Q2 | $5.94M | Buy |
39,861
+3,366
| +9% | +$502K | 0.55% | 45 |
|
|
2024
Q1 | $5.83M | Buy |
36,495
+2,517
| +7% | +$402K | 0.55% | 45 |
|
|
2023
Q4 | $4.51M | Buy |
33,978
+696
| +2% | +$92.5K | 0.47% | 47 |
|
|
2023
Q3 | $3.76M | Buy |
33,282
+2,246
| +7% | +$254K | 0.44% | 48 |
|
|
2023
Q2 | $3.92M | Sell |
31,036
-49
| -0.2% | -$6.18K | 0.44% | 51 |
|
|
2023
Q1 | $3.51M | Buy |
31,085
+2,017
| +7% | +$228K | 0.43% | 52 |
|
|
2022
Q4 | $2.94M | Buy |
29,068
+808
| +3% | +$81.7K | 0.37% | 58 |
|
|
2022
Q3 | $2.64M | Buy |
28,260
+15,765
| +126% | +$1.47M | 0.35% | 60 |
|
|
2022
Q2 | $1.11M | Buy |
12,495
+1,444
| +13% | +$129K | 0.14% | 84 |
|
|
2022
Q1 | $1.12M | Buy |
11,051
+6,189
| +127% | +$628K | 0.12% | 81 |
|
|
2021
Q4 | $505K | Sell |
4,862
-80
| -2% | -$8.31K | 0.05% | 103 |
|
|
2021
Q3 | $536K | Sell |
4,942
-400
| -7% | -$43.4K | 0.06% | 93 |
|
|
2021
Q2 | $571K | Sell |
5,342
-106
| -2% | -$11.3K | 0.05% | 92 |
|
|
2021
Q1 | $649K | Buy |
5,448
+94
| +2% | +$11.2K | 0.07% | 86 |
|
|
2020
Q4 | $610K | Hold |
5,354
| – | – | 0.07% | 84 |
|
|
2020
Q3 | $552K | Hold |
5,354
| – | – | 0.07% | 85 |
|
|
2020
Q2 | $523K | Hold |
5,354
| – | – | 0.07% | 83 |
|
|
2020
Q1 | $509K | Hold |
5,354
| – | – | 0.08% | 78 |
|
|
2019
Q4 | $619K | Sell |
5,354
-1,654
| -24% | -$191K | 0.07% | 92 |
|
|
2019
Q3 | $726K | Buy |
+7,008
| New | +$726K | 0.09% | 87 |
|