EPIQ Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
3,023
+45
| +2% | +$7.76K | 0.27% | 51 |
|
|
2025
Q1 | $658K | Hold |
2,978
| – | – | 0.35% | 50 |
|
|
2024
Q4 | $612K | Hold |
2,978
| – | – | 0.33% | 49 |
|
|
2024
Q3 | $535K | Sell |
2,978
-443
| -13% | -$79.6K | 0.3% | 51 |
|
|
2024
Q2 | $510K | Buy |
3,421
+14
| +0.4% | +$2.09K | 0.35% | 47 |
|
|
2024
Q1 | $545K | Sell |
3,407
-179
| -5% | -$28.6K | 0.36% | 48 |
|
|
2023
Q4 | $476K | Hold |
3,586
| – | – | 0.34% | 45 |
|
|
2023
Q3 | $405K | Hold |
3,586
| – | – | 0.31% | 49 |
|
|
2023
Q2 | $452K | Hold |
3,586
| – | – | 0.31% | 50 |
|
|
2023
Q1 | $405K | Buy |
3,586
+560
| +19% | +$63.3K | 0.28% | 51 |
|
|
2022
Q4 | $306K | Buy |
3,026
+546
| +22% | +$55.2K | 0.2% | 61 |
|
|
2022
Q3 | $232K | Hold |
2,480
| – | – | 0.14% | 73 |
|
|
2022
Q2 | $221K | Sell |
2,480
-400
| -14% | -$35.6K | 0.14% | 76 |
|
|
2022
Q1 | $292K | Hold |
2,880
| – | – | 0.16% | 75 |
|
|
2021
Q4 | $299K | Sell |
2,880
-400
| -12% | -$41.5K | 0.16% | 74 |
|
|
2021
Q3 | $356K | Hold |
3,280
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $351K | Hold |
3,280
| – | – | 0.18% | 68 |
|
|
2021
Q1 | $390K | Hold |
3,280
| – | – | 0.22% | 61 |
|
|
2020
Q4 | $373K | Hold |
3,280
| – | – | 0.26% | 57 |
|
|
2020
Q3 | $326K | Hold |
3,280
| – | – | 0.25% | 57 |
|
|
2020
Q2 | $320K | Hold |
3,280
| – | – | 0.29% | 51 |
|
|
2020
Q1 | $312K | Hold |
3,280
| – | – | 0.35% | 53 |
|
|
2019
Q4 | $379K | Buy |
+3,280
| New | +$379K | 0.38% | 55 |
|