Harbor Investment Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
15,203
+1,336
| +10% | +$230K | 0.23% | 83 |
|
|
2025
Q1 | $3.06M | Sell |
13,867
-32
| -0.2% | -$7.07K | 0.3% | 68 |
|
|
2024
Q4 | $2.86M | Sell |
13,899
-225
| -2% | -$46.2K | 0.27% | 74 |
|
|
2024
Q3 | $2.54M | Sell |
14,124
-391
| -3% | -$70.2K | 0.25% | 78 |
|
|
2024
Q2 | $2.16M | Sell |
14,515
-69
| -0.5% | -$10.3K | 0.23% | 79 |
|
|
2024
Q1 | $2.33M | Sell |
14,584
-81
| -0.6% | -$12.9K | 0.24% | 73 |
|
|
2023
Q4 | $1.95M | Buy |
14,665
+864
| +6% | +$115K | 0.22% | 81 |
|
|
2023
Q3 | $1.56M | Sell |
13,801
-21
| -0.2% | -$2.37K | 0.2% | 85 |
|
|
2023
Q2 | $1.74M | Buy |
13,822
+20
| +0.1% | +$2.52K | 0.24% | 81 |
|
|
2023
Q1 | $1.56M | Buy |
13,802
+45
| +0.3% | +$5.09K | 0.23% | 89 |
|
|
2022
Q4 | $1.39M | Buy |
13,757
+724
| +6% | +$73.2K | 0.22% | 93 |
|
|
2022
Q3 | $1.22M | Buy |
13,033
+510
| +4% | +$47.7K | 0.2% | 96 |
|
|
2022
Q2 | $1.11M | Buy |
12,523
+712
| +6% | +$63.3K | 0.18% | 108 |
|
|
2022
Q1 | $1.2M | Buy |
11,811
+761
| +7% | +$77.2K | 0.16% | 114 |
|
|
2021
Q4 | $1.15M | Buy |
11,050
+1,919
| +21% | +$199K | 0.15% | 127 |
|
|
2021
Q3 | $991K | Sell |
9,131
-39
| -0.4% | -$4.23K | 0.13% | 130 |
|
|
2021
Q2 | $980K | Buy |
9,170
+847
| +10% | +$90.5K | 0.13% | 132 |
|
|
2021
Q1 | $991K | Buy |
8,323
+1,878
| +29% | +$224K | 0.15% | 121 |
|
|
2020
Q4 | $734K | Buy |
6,445
+125
| +2% | +$14.2K | 0.12% | 146 |
|
|
2020
Q3 | $651K | Buy |
6,320
+362
| +6% | +$37.3K | 0.12% | 138 |
|
|
2020
Q2 | $582K | Buy |
5,958
+49
| +0.8% | +$4.79K | 0.12% | 136 |
|
|
2020
Q1 | $561K | Buy |
5,909
+87
| +1% | +$8.26K | 0.15% | 122 |
|
|
2019
Q4 | $673K | Buy |
+5,822
| New | +$673K | 0.16% | 130 |
|