First Heartland Consultants’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
1,714
+28
| +2% | +$4.83K | 0.03% | 392 |
|
|
2025
Q1 | $372K | Sell |
1,686
-16
| -0.9% | -$3.53K | 0.04% | 295 |
|
|
2024
Q4 | $350K | Sell |
1,702
-2,693
| -61% | -$553K | 0.04% | 310 |
|
|
2024
Q3 | $790K | Buy |
4,395
+221
| +5% | +$39.7K | 0.08% | 166 |
|
|
2024
Q2 | $622 | Buy |
4,174
+7
| +0.2% | +$1 | 0.04% | 228 |
|
|
2024
Q1 | $666K | Buy |
4,167
+78
| +2% | +$12.5K | 0.07% | 212 |
|
|
2023
Q4 | $543K | Hold |
4,089
| – | – | 0.07% | 203 |
|
|
2023
Q3 | $462K | Hold |
4,089
| – | – | 0.06% | 225 |
|
|
2023
Q2 | $516K | Sell |
4,089
-3
| -0.1% | -$378 | 0.07% | 209 |
|
|
2023
Q1 | $463K | Sell |
4,092
-270
| -6% | -$30.5K | 0.07% | 209 |
|
|
2022
Q4 | $441K | Buy |
4,362
+73
| +2% | +$7.38K | 0.07% | 217 |
|
|
2022
Q3 | $401 | Buy |
4,289
+236
| +6% | +$22 | 0.03% | 215 |
|
|
2022
Q2 | $360K | Sell |
4,053
-35
| -0.9% | -$3.11K | 0.06% | 228 |
|
|
2022
Q1 | $414K | Hold |
4,088
| – | – | 0.06% | 205 |
|
|
2021
Q4 | $424 | Buy |
+4,088
| New | +$424 | 0.02% | 219 |
|
|
2020
Q3 | – | Sell |
-4,048
| Closed | -$395K | – | 304 |
|
|
2020
Q2 | $395K | Hold |
4,048
| – | – | 0.08% | 181 |
|
|
2020
Q1 | $385K | Hold |
4,048
| – | – | 0.1% | 151 |
|
|
2019
Q4 | $468K | Buy |
4,048
+1,284
| +46% | +$148K | 0.09% | 180 |
|
|
2019
Q3 | $286K | Buy |
2,764
+64
| +2% | +$6.62K | 0.06% | 229 |
|
|
2019
Q2 | $246K | Sell |
2,700
-94
| -3% | -$8.56K | 0.06% | 242 |
|
|
2019
Q1 | $247K | Buy |
2,794
+9
| +0.3% | +$796 | 0.07% | 226 |
|
|
2018
Q4 | $205K | Buy |
+2,785
| New | +$205K | 0.08% | 231 |
|
|
2018
Q3 | – | Sell |
-2,812
| Closed | -$208K | – | 248 |
|
|
2018
Q2 | $208K | Buy |
+2,812
| New | +$208K | 0.07% | 225 |
|