Financial Insights’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 |
-1,045
| Closed | -$231K | – | 129 |
|
|
2025
Q1 | $231K | Buy |
1,045
+20
| +2% | +$4.42K | 0.09% | 97 |
|
|
2024
Q4 | $211K | Sell |
1,025
-2,268
| -69% | -$466K | 0.08% | 103 |
|
|
2024
Q3 | $592K | Sell |
3,293
-2,510
| -43% | -$451K | 0.19% | 76 |
|
|
2024
Q2 | $865K | Sell |
5,803
-198
| -3% | -$29.5K | 0.24% | 66 |
|
|
2024
Q1 | $959K | Sell |
6,001
-343
| -5% | -$54.8K | 0.27% | 70 |
|
|
2023
Q4 | $843K | Buy |
6,344
+1,070
| +20% | +$142K | 0.26% | 69 |
|
|
2023
Q3 | $600K | Sell |
5,274
-1,568
| -23% | -$178K | 0.21% | 82 |
|
|
2023
Q2 | $863K | Sell |
6,842
-659
| -9% | -$83.1K | 0.32% | 57 |
|
|
2023
Q1 | $848K | Sell |
7,501
-356
| -5% | -$40.2K | 0.35% | 55 |
|
|
2022
Q4 | $794K | Buy |
+7,857
| New | +$794K | 0.38% | 53 |
|