Financial Management Professionals’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$89.3K	Sell	518 -775	-60%	-$134K	0.01%	204
2025 Q1	$286K	Buy	1,293 +38	+3%	+$8.39K	0.04%	122
2024 Q4	$258K	Buy	1,255 +6	+0.5%	+$1.23K	0.03%	131
2024 Q3	$224K	Sell	1,249 -8	-0.6%	-$1.44K	0.03%	137
2024 Q2	$187K	Sell	1,257 -4	-0.3%	-$595	0.03%	146
2024 Q1	$202K	Sell	1,261 -165	-12%	-$26.4K	0.03%	147
2023 Q4	$189K	Sell	1,426 -66	-4%	-$8.75K	0.03%	136
2023 Q3	$169K	Sell	1,492 -544	-27%	-$61.6K	0.03%	133
2023 Q2	$257K	Buy	2,036 +22	+1%	+$2.78K	0.04%	108
2023 Q1	$228K	Sell	2,014 -55	-3%	-$6.23K	0.04%	123
2022 Q4	$209K	Sell	2,069 -5	-0.2%	-$505	0.04%	114
2022 Q3	$194K	Buy	2,074 +1,345	+184%	+$126K	0.04%	99
2022 Q2	$65K	Buy	729 +112	+18%	+$9.99K	0.02%	197
2022 Q1	$63K	Hold	617	–	–	0.01%	222
2021 Q4	$64K	Hold	617	–	–	0.01%	224
2021 Q3	$67K	Buy	617 +200	+48%	+$21.7K	0.02%	222
2021 Q2	$45K	Hold	417	–	–	0.01%	233
2021 Q1	$50K	Hold	417	–	–	0.01%	222
2020 Q4	$47K	Sell	417 -30	-7%	-$3.38K	0.01%	229
2020 Q3	$46K	Hold	447	–	–	0.02%	214
2020 Q2	$44K	Buy	447 +144	+48%	+$14.2K	0.02%	223
2020 Q1	$29K	Hold	303	–	–	0.01%	117
2019 Q4	$35K	Hold	303	–	–	0.01%	121
2019 Q3	$31K	Buy	+303	New	+$31K	0.01%	120
2018 Q3	–	Sell	-82	Closed	-$6K	–	293
2018 Q2	$6K	Hold	82	–	–	﹤0.01%	188
2018 Q1	$6K	Hold	82	–	–	﹤0.01%	189
2017 Q4	$5K	Hold	82	–	–	﹤0.01%	172
2017 Q3	$5K	Hold	82	–	–	﹤0.01%	173
2017 Q2	$5K	Hold	82	–	–	﹤0.01%	189
2017 Q1	$4K	Hold	82	–	–	﹤0.01%	227
2016 Q4	$4K	Hold	82	–	–	﹤0.01%	211
2016 Q3	$4K	Buy	+82	New	+$4K	﹤0.01%	232