Empirical Finance’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.59M | Buy |
20,814
+130
| +0.6% | +$22.4K | 0.19% | 111 |
|
2025
Q1 | $4.57M | Buy |
20,684
+288
| +1% | +$63.6K | 0.28% | 79 |
|
2024
Q4 | $4.19M | Sell |
20,396
-268
| -1% | -$55.1K | 0.24% | 79 |
|
2024
Q3 | $3.71M | Buy |
20,664
+388
| +2% | +$69.7K | 0.22% | 94 |
|
2024
Q2 | $3.02M | Sell |
20,276
-1,321
| -6% | -$197K | 0.19% | 103 |
|
2024
Q1 | $3.45M | Buy |
21,597
+716
| +3% | +$114K | 0.21% | 105 |
|
2023
Q4 | $2.77M | Sell |
20,881
-3
| -0% | -$399 | 0.19% | 107 |
|
2023
Q3 | $2.36M | Buy |
20,884
+2,069
| +11% | +$234K | 0.17% | 114 |
|
2023
Q2 | $2.37M | Buy |
18,815
+2,138
| +13% | +$270K | 0.18% | 109 |
|
2023
Q1 | $1.89M | Buy |
16,677
+957
| +6% | +$108K | 0.18% | 120 |
|
2022
Q4 | $1.59M | Buy |
15,720
+1,602
| +11% | +$162K | 0.16% | 129 |
|
2022
Q3 | $1.32M | Buy |
14,118
+2,423
| +21% | +$227K | 0.16% | 131 |
|
2022
Q2 | $1.04M | Buy |
11,695
+644
| +6% | +$57.3K | 0.13% | 147 |
|
2022
Q1 | $1.12M | Buy |
11,051
+1,253
| +13% | +$127K | 0.13% | 149 |
|
2021
Q4 | $1.02M | Buy |
9,798
+2,721
| +38% | +$282K | 0.12% | 150 |
|
2021
Q3 | $768K | Buy |
7,077
+481
| +7% | +$52.2K | 0.12% | 179 |
|
2021
Q2 | $705K | Buy |
6,596
+1,106
| +20% | +$118K | 0.11% | 202 |
|
2021
Q1 | $625K | Hold |
5,490
| – | – | 0.11% | 182 |
|
2020
Q4 | $625K | Buy |
5,490
+992
| +22% | +$113K | 0.11% | 182 |
|
2020
Q3 | $464K | Buy |
4,498
+974
| +28% | +$100K | 0.1% | 183 |
|
2020
Q2 | $344K | Buy |
3,524
+450
| +15% | +$43.9K | 0.09% | 181 |
|
2020
Q1 | $292K | Buy |
3,074
+1,192
| +63% | +$113K | 0.09% | 167 |
|
2019
Q4 | $218K | Buy |
+1,882
| New | +$218K | 0.05% | 196 |
|
2018
Q4 | – | Sell |
-3,371
| Closed | -$278K | – | 152 |
|
2018
Q3 | $278K | Buy |
3,371
+94
| +3% | +$7.75K | 0.07% | 127 |
|
2018
Q2 | $243K | Buy |
+3,277
| New | +$243K | 0.06% | 124 |
|
2017
Q1 | – | Sell |
-224
| Closed | -$12K | – | 256 |
|
2016
Q4 | $12K | Buy |
+224
| New | +$12K | 0.01% | 332 |
|