Fortem Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
2,437
-3,147
| -56% | -$543K | 0.14% | 116 |
|
|
2025
Q1 | $1.23M | Sell |
5,584
-780
| -12% | -$172K | 0.48% | 60 |
|
|
2024
Q4 | $1.31M | Buy |
6,364
+374
| +6% | +$76.8K | 0.51% | 56 |
|
|
2024
Q3 | $1.08M | Buy |
+5,990
| New | +$1.08M | 0.44% | 72 |
|
|
2024
Q2 | – | Sell |
-1,288
| Closed | -$206K | – | 172 |
|
|
2024
Q1 | $206K | Buy |
+1,288
| New | +$206K | 0.09% | 157 |
|
|
2022
Q2 | – | Sell |
-3,402
| Closed | -$345K | – | 177 |
|
|
2022
Q1 | $345K | Sell |
3,402
-589
| -15% | -$59.7K | 0.15% | 131 |
|
|
2021
Q4 | $414K | Sell |
3,991
-419
| -10% | -$43.5K | 0.19% | 129 |
|
|
2021
Q3 | $478K | Sell |
4,410
-1,737
| -28% | -$188K | 0.24% | 111 |
|
|
2021
Q2 | $657K | Buy |
6,147
+114
| +2% | +$12.2K | 0.33% | 97 |
|
|
2021
Q1 | $718K | Sell |
6,033
-669
| -10% | -$79.6K | 0.42% | 82 |
|
|
2020
Q4 | $763K | Hold |
6,702
| – | – | 0.46% | 75 |
|
|
2020
Q3 | $691K | Sell |
6,702
-10,977
| -62% | -$1.13M | 0.5% | 74 |
|
|
2020
Q2 | $1.73M | Buy |
17,679
+1,603
| +10% | +$157K | 1.33% | 20 |
|
|
2020
Q1 | $1.53M | Sell |
16,076
-4,249
| -21% | -$404K | 1.39% | 23 |
|
|
2019
Q4 | $2.35M | Sell |
20,325
-2,102
| -9% | -$243K | 1.74% | 13 |
|
|
2019
Q3 | $2.32M | Sell |
22,427
-1,700
| -7% | -$176K | 1.98% | 8 |
|
|
2019
Q2 | $2.2M | Sell |
24,127
-390
| -2% | -$35.5K | 2.21% | 5 |
|
|
2019
Q1 | $2.16M | Hold |
24,517
| – | – | 2.25% | 7 |
|
|
2018
Q4 | $1.8M | Buy |
+24,517
| New | +$1.8M | 2.17% | 6 |
|