Ethic Inc’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
108,739
+3,800
| +4% | +$655K | 0.34% | 44 |
|
|
2025
Q1 | $23.3M | Buy |
104,939
+2,916
| +3% | +$647K | 0.47% | 28 |
|
|
2024
Q4 | $21M | Buy |
102,023
+13,325
| +15% | +$2.74M | 0.42% | 33 |
|
|
2024
Q3 | $14.2M | Sell |
88,698
-4,996
| -5% | -$798K | 0.36% | 45 |
|
|
2024
Q2 | $14M | Buy |
93,694
+4,996
| +6% | +$745K | 0.33% | 55 |
|
|
2024
Q1 | $14.2M | Buy |
88,698
+9,782
| +12% | +$1.56M | 0.36% | 45 |
|
|
2023
Q4 | $10.5M | Buy |
78,916
+5,601
| +8% | +$744K | 0.31% | 56 |
|
|
2023
Q3 | $8.28M | Buy |
73,315
+683
| +0.9% | +$77.2K | 0.29% | 71 |
|
|
2023
Q2 | $9.16M | Sell |
72,632
-3,696
| -5% | -$466K | 0.34% | 52 |
|
|
2023
Q1 | $8.63M | Buy |
76,328
+14,601
| +24% | +$1.65M | 0.35% | 51 |
|
|
2022
Q4 | $6.24M | Buy |
61,727
+15,199
| +33% | +$1.54M | 0.34% | 62 |
|
|
2022
Q3 | $4.35M | Buy |
46,528
+8,616
| +23% | +$806K | 0.3% | 79 |
|
|
2022
Q2 | $3.37M | Buy |
37,912
+5,596
| +17% | +$498K | 0.24% | 105 |
|
|
2022
Q1 | $3.28M | Buy |
32,316
+11,054
| +52% | +$1.12M | 0.23% | 110 |
|
|
2021
Q4 | $2.21M | Sell |
21,262
-943
| -4% | -$97.9K | 0.17% | 149 |
|
|
2021
Q3 | $2.41M | Buy |
22,205
+10,514
| +90% | +$1.14M | 0.25% | 100 |
|
|
2021
Q2 | $1.25M | Buy |
11,691
+2,288
| +24% | +$245K | 0.15% | 171 |
|
|
2021
Q1 | $1.12M | Buy |
9,403
+427
| +5% | +$50.8K | 0.2% | 131 |
|
|
2020
Q4 | $1.02M | Buy |
8,976
+2,199
| +32% | +$250K | 0.27% | 89 |
|
|
2020
Q3 | $698K | Sell |
6,777
-131
| -2% | -$13.5K | 0.27% | 99 |
|
|
2020
Q2 | $674K | Buy |
6,908
+2,530
| +58% | +$247K | 0.38% | 62 |
|
|
2020
Q1 | $416K | Buy |
4,378
+1,729
| +65% | +$164K | 0.35% | 90 |
|
|
2019
Q4 | $306K | Buy |
+2,649
| New | +$306K | 0.23% | 151 |
|