Global Retirement Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
+13,560
| New | +$2.34M | 0.06% | 300 |
|
|
2024
Q4 | $2.76M | Buy |
13,416
+2,304
| +21% | +$473K | 0.08% | 243 |
|
|
2024
Q3 | $2M | Buy |
11,112
+495
| +5% | +$88.9K | 0.06% | 282 |
|
|
2024
Q2 | $1.58M | Buy |
10,617
+696
| +7% | +$104K | 0.05% | 312 |
|
|
2024
Q1 | $1.59M | Buy |
9,921
+689
| +7% | +$110K | 0.06% | 274 |
|
|
2023
Q4 | $1.26M | Buy |
9,232
+366
| +4% | +$50.1K | 0.05% | 299 |
|
|
2023
Q3 | $1M | Sell |
8,866
-282
| -3% | -$31.9K | 0.05% | 302 |
|
|
2023
Q2 | $1.15M | Buy |
9,148
+49
| +0.5% | +$6.18K | 0.06% | 294 |
|
|
2023
Q1 | $1.09M | Buy |
9,099
+1,539
| +20% | +$184K | 0.06% | 290 |
|
|
2022
Q4 | $764K | Sell |
7,560
-494
| -6% | -$49.9K | 0.05% | 297 |
|
|
2022
Q3 | $827K | Buy |
8,054
+736
| +10% | +$75.6K | 0.06% | 271 |
|
|
2022
Q2 | $651K | Buy |
7,318
+92
| +1% | +$8.18K | 0.05% | 313 |
|
|
2022
Q1 | $700K | Buy |
+7,226
| New | +$700K | 0.06% | 307 |
|
|
2021
Q4 | – | Sell |
-3,204
| Closed | -$348K | – | 751 |
|
|
2021
Q3 | $348K | Buy |
3,204
+45
| +1% | +$4.89K | 0.03% | 364 |
|
|
2021
Q2 | $338K | Buy |
3,159
+192
| +6% | +$20.5K | 0.03% | 360 |
|
|
2021
Q1 | $353K | Buy |
2,967
+1,919
| +183% | +$228K | 0.04% | 314 |
|
|
2020
Q4 | $119K | Buy |
1,048
+52
| +5% | +$5.91K | 0.01% | 488 |
|
|
2020
Q3 | $103K | Sell |
996
-16
| -2% | -$1.66K | 0.02% | 482 |
|
|
2020
Q2 | $99K | Buy |
1,012
+17
| +2% | +$1.66K | 0.02% | 494 |
|
|
2020
Q1 | $95K | Buy |
995
+107
| +12% | +$10.2K | 0.02% | 441 |
|
|
2019
Q4 | $103K | Sell |
888
-25
| -3% | -$2.9K | 0.02% | 473 |
|
|
2019
Q3 | $95K | Buy |
913
+92
| +11% | +$9.57K | 0.02% | 477 |
|
|
2019
Q2 | $75K | Sell |
821
-5
| -0.6% | -$457 | 0.01% | 518 |
|
|
2019
Q1 | $73K | Buy |
826
+305
| +59% | +$27K | 0.02% | 451 |
|
|
2018
Q4 | $38K | Sell |
521
-205
| -28% | -$15K | 0.01% | 571 |
|
|
2018
Q3 | $60K | Hold |
726
| – | – | 0.01% | 513 |
|
|
2018
Q2 | $54K | Hold |
726
| – | – | 0.01% | 523 |
|
|
2018
Q1 | $52K | Buy |
726
+656
| +937% | +$47K | 0.01% | 510 |
|
|
2017
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1108 |
|
|
2017
Q3 | – | Sell |
-380
| Closed | -$23K | – | 1219 |
|
|
2017
Q2 | $23K | Sell |
380
-172
| -31% | -$10.4K | 0.01% | 575 |
|
|
2017
Q1 | $32K | Sell |
552
-380
| -41% | -$22K | 0.02% | 451 |
|
|
2016
Q4 | $50K | Buy |
+932
| New | +$50K | 0.03% | 349 |
|