Horan Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $5.1M | Sell |
23,075
-4,551
| -16% | -$1M | 1.72% | 16 |
|
2024
Q4 | $5.67M | Sell |
27,626
-340
| -1% | -$69.8K | 1.91% | 14 |
|
2024
Q3 | $5.02M | Sell |
27,966
-497
| -2% | -$89.3K | 1.67% | 16 |
|
2024
Q2 | $4.24M | Buy |
28,463
+30
| +0.1% | +$4.47K | 1.49% | 19 |
|
2024
Q1 | $4.54M | Sell |
28,433
-211
| -0.7% | -$33.7K | 1.62% | 17 |
|
2023
Q4 | $3.81M | Sell |
28,644
-495
| -2% | -$65.8K | 1.4% | 24 |
|
2023
Q3 | $3.29M | Sell |
29,139
-728
| -2% | -$82.2K | 1.32% | 27 |
|
2023
Q2 | $3.77M | Buy |
29,867
+104
| +0.3% | +$13.1K | 1.47% | 24 |
|
2023
Q1 | $3.36M | Buy |
29,763
+124
| +0.4% | +$14K | 1.39% | 27 |
|
2022
Q4 | $3M | Buy |
29,639
+70
| +0.2% | +$7.08K | 1.31% | 31 |
|
2022
Q3 | $2.77M | Buy |
29,569
+771
| +3% | +$72.1K | 1.34% | 32 |
|
2022
Q2 | $2.56M | Buy |
+28,798
| New | +$2.56M | 1.19% | 37 |
|