HighPoint Advisor Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
11,237
-271
| -2% | -$46.7K | 0.1% | 160 |
|
|
2025
Q1 | $2.13M | Buy |
11,508
+123
| +1% | +$22.8K | 0.12% | 134 |
|
|
2024
Q4 | $2.61M | Buy |
11,385
+334
| +3% | +$76.4K | 0.14% | 123 |
|
|
2024
Q3 | $2.23M | Buy |
11,051
+2,848
| +35% | +$575K | 0.13% | 132 |
|
|
2024
Q2 | $1.34M | Buy |
8,203
+110
| +1% | +$17.9K | 0.08% | 185 |
|
|
2024
Q1 | $1.24M | Buy |
8,093
+33
| +0.4% | +$5.06K | 0.09% | 179 |
|
|
2023
Q4 | $1.26M | Buy |
+8,060
| New | +$1.26M | 0.09% | 183 |
|
|
2022
Q2 | $587K | Buy |
+6,252
| New | +$587K | 0.06% | 255 |
|
|
2021
Q3 | $685K | Sell |
6,313
-208
| -3% | -$22.6K | 0.07% | 239 |
|
|
2021
Q2 | $697K | Sell |
6,521
-1,379
| -17% | -$147K | 0.07% | 235 |
|
|
2021
Q1 | $982K | Buy |
7,900
+790
| +11% | +$98.2K | 0.11% | 145 |
|
|
2020
Q4 | $807K | Sell |
7,110
-60,163
| -89% | -$6.83M | 0.1% | 169 |
|
|
2020
Q3 | $538K | Sell |
67,273
-7,273
| -10% | -$58.2K | 0.1% | 173 |
|
|
2020
Q2 | $446K | Sell |
74,546
-3,811
| -5% | -$22.8K | 0.1% | 179 |
|
|
2020
Q1 | $381K | Sell |
78,357
-18,966
| -19% | -$92.2K | 0.09% | 184 |
|
|
2019
Q4 | $895K | Sell |
97,323
-7,462
| -7% | -$68.6K | 0.18% | 98 |
|
|
2019
Q3 | $947K | Sell |
104,785
-4,784
| -4% | -$43.2K | 0.21% | 88 |
|
|
2019
Q2 | $1.1M | Buy |
109,569
+106,206
| +3,158% | +$1.06M | 0.26% | 80 |
|
|
2019
Q1 | $287K | Buy |
3,363
+80
| +2% | +$6.83K | 0.07% | 251 |
|
|
2018
Q4 | $281K | Buy |
3,283
+163
| +5% | +$14K | 0.07% | 238 |
|
|
2018
Q3 | $248K | Buy |
3,120
+4
| +0.1% | +$318 | 0.07% | 260 |
|
|
2018
Q2 | $246K | Hold |
3,116
| – | – | 0.07% | 276 |
|
|
2018
Q1 | $235K | Buy |
3,116
+20
| +0.6% | +$1.51K | 0.06% | 278 |
|
|
2017
Q4 | $215K | Buy |
+3,096
| New | +$215K | 0.06% | 268 |
|
|
2017
Q1 | – | Sell |
-4,294
| Closed | -$251K | – | 286 |
|
|
2016
Q4 | $251K | Sell |
4,294
-142
| -3% | -$8.3K | 0.08% | 238 |
|
|
2016
Q3 | $233K | Sell |
4,436
-19,266
| -81% | -$1.01M | 0.08% | 241 |
|
|
2016
Q2 | $1.24M | Buy |
23,702
+3,112
| +15% | +$162K | 0.43% | 58 |
|
|
2016
Q1 | $1.01M | Sell |
20,590
-882
| -4% | -$43.2K | 0.62% | 40 |
|
|
2015
Q4 | $982K | Buy |
21,472
+3,680
| +21% | +$168K | 0.65% | 40 |
|
|
2015
Q3 | $770K | Buy |
+17,792
| New | +$770K | 0.85% | 41 |
|