Financial Counselors 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 | – | Sell |
-2,560
| Closed | -$565K | – | 201 |
|
|
2025
Q1 | $565K | Sell |
2,560
-336
| -12% | -$74.2K | 0.01% | 397 |
|
|
2024
Q4 | $595K | Buy |
2,896
+113
| +4% | +$23.2K | 0.01% | 388 |
|
|
2024
Q3 | $500K | Buy |
2,783
+36
| +1% | +$6.47K | 0.01% | 434 |
|
|
2024
Q2 | $409K | Sell |
2,747
-343
| -11% | -$51.1K | 0.01% | 439 |
|
|
2024
Q1 | $494K | Buy |
3,090
+139
| +5% | +$22.2K | 0.01% | 417 |
|
|
2023
Q4 | $392K | Sell |
2,951
-365
| -11% | -$48.5K | 0.01% | 440 |
|
|
2023
Q3 | $375K | Buy |
+3,316
| New | +$375K | 0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-4,165
| Closed | -$371K | – | 490 |
|
|
2022
Q2 | $371K | Buy |
+4,165
| New | +$371K | 0.01% | 392 |
|
|
2021
Q4 | – | Sell |
-4,298
| Closed | -$466K | – | 526 |
|
|
2021
Q3 | $466K | Buy |
+4,298
| New | +$466K | 0.01% | 382 |
|
|
2021
Q1 | – | Sell |
-2,861
| Closed | -$326K | – | 534 |
|
|
2020
Q4 | $326K | Buy |
+2,861
| New | +$326K | 0.01% | 417 |
|
|
2020
Q3 | – | Sell |
-3,011
| Closed | -$294K | – | 510 |
|
|
2020
Q2 | $294K | Buy |
3,011
+176
| +6% | +$17.2K | 0.01% | 415 |
|
|
2020
Q1 | $269K | Hold |
2,835
| – | – | 0.01% | 379 |
|
|
2019
Q4 | $328K | Sell |
2,835
-1,372
| -33% | -$159K | 0.01% | 405 |
|
|
2019
Q3 | $436K | Sell |
4,207
-452
| -10% | -$46.8K | 0.02% | 358 |
|
|
2019
Q2 | $425K | Sell |
4,659
-30
| -0.6% | -$2.74K | 0.02% | 351 |
|
|
2019
Q1 | $414K | Buy |
4,689
+1,040
| +29% | +$91.8K | 0.02% | 350 |
|
|
2018
Q4 | $268K | Sell |
3,649
-50
| -1% | -$3.67K | 0.01% | 386 |
|
|
2018
Q3 | $305K | Buy |
3,699
+120
| +3% | +$9.9K | 0.01% | 399 |
|
|
2018
Q2 | $265K | Sell |
3,579
-170
| -5% | -$12.6K | 0.01% | 420 |
|
|
2018
Q1 | $267K | Buy |
+3,749
| New | +$267K | 0.01% | 412 |
|