Foster & Motley’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
2,570
-55
| -2% | -$9.48K | 0.03% | 295 |
|
|
2025
Q1 | $580K | Sell |
2,625
-19
| -0.7% | -$4.2K | 0.04% | 265 |
|
|
2024
Q4 | $543K | Sell |
2,644
-25
| -0.9% | -$5.13K | 0.04% | 269 |
|
|
2024
Q3 | $479K | Buy |
2,669
+9
| +0.3% | +$1.62K | 0.03% | 283 |
|
|
2024
Q2 | $396K | Sell |
2,660
-350
| -12% | -$52.1K | 0.03% | 295 |
|
|
2024
Q1 | $481K | Sell |
3,010
-444
| -13% | -$71K | 0.03% | 267 |
|
|
2023
Q4 | $459K | Sell |
3,454
-548
| -14% | -$72.8K | 0.03% | 271 |
|
|
2023
Q3 | $452K | Buy |
4,002
+76
| +2% | +$8.58K | 0.04% | 280 |
|
|
2023
Q2 | $495K | Buy |
3,926
+1,815
| +86% | +$229K | 0.04% | 287 |
|
|
2023
Q1 | $239K | Buy |
+2,111
| New | +$239K | 0.02% | 359 |
|
|
2015
Q4 | – | Sell |
-4,750
| Closed | -$206K | – | 178 |
|
|
2015
Q3 | $206K | Sell |
4,750
-282
| -6% | -$12.2K | 0.05% | 169 |
|
|
2015
Q2 | $208K | Buy |
+5,032
| New | +$208K | 0.05% | 167 |
|
|
2015
Q1 | – | Sell |
-6,238
| Closed | -$221K | – | 181 |
|
|
2014
Q4 | $221K | Buy |
+6,238
| New | +$221K | 0.05% | 160 |
|