Grimes & Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
8,108
+334
| +4% | +$57.6K | 0.04% | 186 |
|
|
2025
Q1 | $1.72M | Sell |
7,774
-171
| -2% | -$37.8K | 0.05% | 151 |
|
|
2024
Q4 | $1.63M | Sell |
7,945
-17
| -0.2% | -$3.49K | 0.05% | 166 |
|
|
2024
Q3 | $1.43M | Sell |
7,962
-50
| -0.6% | -$8.98K | 0.04% | 161 |
|
|
2024
Q2 | $1.19M | Buy |
8,012
+99
| +1% | +$14.8K | 0.04% | 163 |
|
|
2024
Q1 | $1.26M | Sell |
7,913
-601
| -7% | -$96K | 0.04% | 164 |
|
|
2023
Q4 | $1.13M | Sell |
8,514
-32
| -0.4% | -$4.25K | 0.04% | 163 |
|
|
2023
Q3 | $965K | Buy |
8,546
+11
| +0.1% | +$1.24K | 0.04% | 160 |
|
|
2023
Q2 | $1.08M | Sell |
8,535
-11
| -0.1% | -$1.39K | 0.04% | 153 |
|
|
2023
Q1 | $966K | Sell |
8,546
-143
| -2% | -$16.2K | 0.04% | 158 |
|
|
2022
Q4 | $878K | Buy |
8,689
+604
| +7% | +$61K | 0.04% | 165 |
|
|
2022
Q3 | $756K | Hold |
8,085
| – | – | 0.04% | 160 |
|
|
2022
Q2 | $720K | Hold |
8,085
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $819K | Hold |
8,085
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $839K | Buy |
8,085
+12
| +0.1% | +$1.25K | 0.04% | 175 |
|
|
2021
Q3 | $876K | Hold |
8,073
| – | – | 0.04% | 163 |
|
|
2021
Q2 | $863K | Sell |
8,073
-20
| -0.2% | -$2.14K | 0.04% | 160 |
|
|
2021
Q1 | $963K | Buy |
+8,093
| New | +$963K | 0.05% | 147 |
|