FORA Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
29,432
-1,810
| -6% | -$312K | 0.56% | 41 |
|
|
2025
Q1 | $6.9M | Buy |
+31,242
| New | +$6.9M | 0.7% | 28 |
|
|
2024
Q4 | – | Sell |
-1,825
| Closed | -$328K | – | 455 |
|
|
2024
Q3 | $328K | Buy |
+1,825
| New | +$328K | 0.04% | 349 |
|
|
2023
Q4 | – | Sell |
-47,989
| Closed | -$5.42M | – | 499 |
|
|
2023
Q3 | $5.42M | Buy |
+47,989
| New | +$5.42M | 0.48% | 52 |
|
|
2022
Q4 | – | Sell |
-28,087
| Closed | -$2.63M | – | 533 |
|
|
2022
Q3 | $2.63M | Buy |
+28,087
| New | +$2.63M | 0.5% | 44 |
|
|
2022
Q2 | – | Sell |
-31,736
| Closed | -$3.24M | – | 511 |
|
|
2022
Q1 | $3.24M | Buy |
31,736
+24,136
| +318% | +$2.47M | 0.58% | 43 |
|
|
2021
Q4 | $789K | Buy |
+7,600
| New | +$789K | 0.31% | 96 |
|
|
2021
Q3 | – | Sell |
-16,614
| Closed | -$1.78M | – | 523 |
|
|
2021
Q2 | $1.78M | Buy |
16,614
+1,326
| +9% | +$142K | 0.33% | 78 |
|
|
2021
Q1 | $1.82M | Buy |
15,288
+8,532
| +126% | +$1.02M | 0.6% | 34 |
|
|
2020
Q4 | $769K | Buy |
+6,756
| New | +$769K | 0.12% | 196 |
|
|
2020
Q2 | – | Sell |
-6,002
| Closed | -$570K | – | 1033 |
|
|
2020
Q1 | $570K | Sell |
6,002
-1,816
| -23% | -$172K | 0.12% | 216 |
|
|
2019
Q4 | $904K | Buy |
+7,818
| New | +$904K | 0.09% | 272 |
|