Guardian Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
+3,733
| New | +$644K | 0.02% | 127 |
|
|
2024
Q2 | – | Sell |
-8,735
| Closed | -$1.4M | – | 138 |
|
|
2024
Q1 | $1.4M | Sell |
8,735
-75
| -0.9% | -$12K | 0.05% | 116 |
|
|
2023
Q4 | $1.17M | Sell |
8,810
-150
| -2% | -$19.9K | 0.04% | 117 |
|
|
2023
Q3 | $1.01M | Sell |
8,960
-5,600
| -38% | -$633K | 0.04% | 115 |
|
|
2023
Q2 | $1.84M | Buy |
14,560
+710
| +5% | +$89.6K | 0.06% | 106 |
|
|
2023
Q1 | $1.57M | Sell |
13,850
-1,010
| -7% | -$114K | 0.05% | 109 |
|
|
2022
Q4 | $1.5M | Sell |
14,860
-1,180
| -7% | -$119K | 0.05% | 110 |
|
|
2022
Q3 | $1.5M | Sell |
16,040
-3,660
| -19% | -$342K | 0.05% | 105 |
|
|
2022
Q2 | $1.75M | Sell |
19,700
-770
| -4% | -$68.5K | 0.05% | 109 |
|
|
2022
Q1 | $2.08M | Hold |
20,470
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $2.13M | Buy |
20,470
+400
| +2% | +$41.5K | 0.04% | 108 |
|
|
2021
Q3 | $2.18M | Buy |
20,070
+550
| +3% | +$59.7K | 0.05% | 110 |
|
|
2021
Q2 | $2.09M | Buy |
19,520
+2,430
| +14% | +$260K | 0.04% | 110 |
|
|
2021
Q1 | $2.03M | Buy |
17,090
+570
| +3% | +$67.8K | 0.03% | 108 |
|
|
2020
Q4 | $1.88M | Buy |
16,520
+1,320
| +9% | +$150K | 0.04% | 96 |
|
|
2020
Q3 | $1.57M | Buy |
15,200
+660
| +5% | +$68K | 0.04% | 95 |
|
|
2020
Q2 | $1.42M | Buy |
14,540
+8,740
| +151% | +$853K | 0.04% | 94 |
|
|
2020
Q1 | $551K | Buy |
+5,800
| New | +$551K | 0.02% | 123 |
|