Hohimer Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-998
| Closed | -$220K | – | 278 |
|
|
2025
Q1 | $220K | Sell |
998
-19,832
| -95% | -$4.38M | 0.04% | 228 |
|
|
2024
Q4 | $4.28M | Buy |
20,830
+78
| +0.4% | +$16K | 0.81% | 36 |
|
|
2024
Q3 | $3.73M | Buy |
20,752
+18
| +0.1% | +$3.23K | 0.8% | 46 |
|
|
2024
Q2 | $3.09M | Sell |
20,734
-609
| -3% | -$90.8K | 0.72% | 57 |
|
|
2024
Q1 | $3.41M | Sell |
21,343
-22,068
| -51% | -$3.53M | 0.8% | 43 |
|
|
2023
Q4 | $5.77M | Buy |
43,411
+471
| +1% | +$62.6K | 1.46% | 11 |
|
|
2023
Q3 | $4.85M | Sell |
42,940
-969
| -2% | -$109K | 1.39% | 11 |
|
|
2023
Q2 | $5.54M | Sell |
43,909
-1,415
| -3% | -$179K | 1.53% | 9 |
|
|
2023
Q1 | $5.12M | Sell |
45,324
-2,248
| -5% | -$254K | 1.48% | 9 |
|
|
2022
Q4 | $4.81M | Sell |
47,572
-172
| -0.4% | -$17.4K | 1.53% | 12 |
|
|
2022
Q3 | $4.47M | Buy |
47,744
+132
| +0.3% | +$12.4K | 1.43% | 9 |
|
|
2022
Q2 | $4.24M | Buy |
47,612
+10,792
| +29% | +$960K | 1.25% | 13 |
|
|
2022
Q1 | $3.73M | Buy |
36,820
+2,954
| +9% | +$300K | 0.74% | 43 |
|
|
2021
Q4 | $3.52M | Buy |
+33,866
| New | +$3.52M | 0.74% | 48 |
|