Horan Securities’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,560
+107
| +7% | +$18.4K | 0.09% | 116 |
|
|
2025
Q1 | $321K | Sell |
1,453
-766
| -35% | -$169K | 0.12% | 95 |
|
|
2024
Q4 | $456K | Sell |
2,219
-13
| -0.6% | -$2.67K | 0.17% | 64 |
|
|
2024
Q3 | $401K | Sell |
2,232
-100
| -4% | -$18K | 0.15% | 75 |
|
|
2024
Q2 | $348K | Hold |
2,332
| – | – | 0.15% | 69 |
|
|
2024
Q1 | $373K | Buy |
2,332
+16
| +0.7% | +$2.56K | 0.18% | 61 |
|
|
2023
Q4 | $308K | Sell |
2,316
-5
| -0.2% | -$664 | 0.15% | 71 |
|
|
2023
Q3 | $262K | Buy |
2,321
+43
| +2% | +$4.86K | 0.14% | 75 |
|
|
2023
Q2 | $287K | Buy |
2,278
+41
| +2% | +$5.17K | 0.12% | 87 |
|
|
2023
Q1 | $253K | Buy |
2,237
+55
| +3% | +$6.22K | 0.13% | 82 |
|
|
2022
Q4 | $221K | Sell |
2,182
-52
| -2% | -$5.26K | 0.12% | 87 |
|
|
2022
Q3 | $209K | Buy |
2,234
+127
| +6% | +$11.9K | 0.13% | 86 |
|
|
2022
Q2 | $198K | Buy |
+2,107
| New | +$198K | 0.12% | 91 |
|