Forum Financial Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
5,273
-15
| -0.3% | -$2.59K | 0.01% | 235 |
|
|
2025
Q1 | $1.17M | Buy |
5,288
+16
| +0.3% | +$3.53K | 0.02% | 178 |
|
|
2024
Q4 | $1.08M | Buy |
5,272
+118
| +2% | +$24.2K | 0.02% | 197 |
|
|
2024
Q3 | $926K | Sell |
5,154
-4
| -0.1% | -$719 | 0.02% | 197 |
|
|
2024
Q2 | $769K | Buy |
5,158
+3
| +0.1% | +$447 | 0.01% | 216 |
|
|
2024
Q1 | $824K | Sell |
5,155
-297
| -5% | -$47.5K | 0.01% | 218 |
|
|
2023
Q4 | $724K | Sell |
5,452
-392
| -7% | -$52.1K | 0.01% | 208 |
|
|
2023
Q3 | $660K | Hold |
5,844
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $737K | Buy |
5,844
+692
| +13% | +$87.3K | 0.02% | 206 |
|
|
2023
Q1 | $582K | Sell |
5,152
-86
| -2% | -$9.72K | 0.02% | 233 |
|
|
2022
Q4 | $529K | Sell |
5,238
-1,780
| -25% | -$180K | 0.02% | 242 |
|
|
2022
Q3 | $657K | Buy |
7,018
+371
| +6% | +$34.7K | 0.03% | 171 |
|
|
2022
Q2 | $591K | Buy |
6,647
+1,110
| +20% | +$98.7K | 0.03% | 200 |
|
|
2022
Q1 | $561K | Sell |
5,537
-940
| -15% | -$95.2K | 0.03% | 220 |
|
|
2021
Q4 | $672K | Buy |
+6,477
| New | +$672K | 0.03% | 183 |
|