First Business Financial Services’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 |
-979
| Closed | -$216K | – | 187 |
|
2025
Q1 | $216K | Buy |
+979
| New | +$216K | 0.02% | 162 |
|
2024
Q3 | – | Sell |
-36,173
| Closed | -$5.39M | – | 160 |
|
2024
Q2 | $5.39M | Hold |
36,173
| – | – | 0.57% | 18 |
|
2024
Q1 | $5.78M | Sell |
36,173
-284
| -0.8% | -$45.4K | 0.62% | 16 |
|
2023
Q4 | $4.84M | Hold |
36,457
| – | – | 0.56% | 16 |
|
2023
Q3 | $4.12M | Buy |
36,457
+47
| +0.1% | +$5.31K | 0.52% | 16 |
|
2023
Q2 | $4.59M | Hold |
36,410
| – | – | 0.57% | 15 |
|
2023
Q1 | $4.12M | Sell |
36,410
-27,219
| -43% | -$3.08M | 0.52% | 17 |
|
2022
Q4 | $6.43M | Sell |
63,629
-300
| -0.5% | -$30.3K | 0.86% | 14 |
|
2022
Q3 | $5.98M | Sell |
63,929
-200
| -0.3% | -$18.7K | 0.85% | 13 |
|
2022
Q2 | $5.71M | Sell |
64,129
-300
| -0.5% | -$26.7K | 0.77% | 13 |
|
2022
Q1 | $6.53M | Sell |
64,429
-500
| -0.8% | -$50.7K | 0.72% | 12 |
|
2021
Q4 | $6.74M | Buy |
64,929
+84
| +0.1% | +$8.72K | 0.71% | 12 |
|
2021
Q3 | $7.04M | Sell |
64,845
-250
| -0.4% | -$27.1K | 0.81% | 12 |
|
2021
Q2 | $6.96M | Buy |
65,095
+265
| +0.4% | +$28.3K | 0.81% | 13 |
|
2021
Q1 | $7.72M | Buy |
64,830
+136
| +0.2% | +$16.2K | 1.02% | 12 |
|
2020
Q4 | $7.37M | Sell |
64,694
-400
| -0.6% | -$45.5K | 1.07% | 11 |
|
2020
Q3 | $6.71M | Sell |
65,094
-833
| -1% | -$85.8K | 1.12% | 12 |
|
2020
Q2 | $6.44M | Hold |
65,927
| – | – | 1.15% | 12 |
|
2020
Q1 | $6.26M | Sell |
65,927
-29,941
| -31% | -$2.84M | 1.25% | 12 |
|
2019
Q4 | $11.1M | Hold |
95,868
| – | – | 1.75% | 10 |
|
2019
Q3 | $9.93M | Sell |
95,868
-5,284
| -5% | -$547K | 1.7% | 10 |
|
2019
Q2 | $9.22M | Hold |
101,152
| – | – | 1.6% | 9 |
|
2019
Q1 | $8.93M | Sell |
101,152
-4,523
| -4% | -$399K | 1.59% | 9 |
|
2018
Q4 | $7.77M | Buy |
+105,675
| New | +$7.77M | 1.32% | 15 |
|