Horizon Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
9,480
+1,270
| +15% | +$219K | 0.03% | 445 |
|
2025
Q1 | $1.81M | Buy |
8,210
+304
| +4% | +$67.1K | 0.05% | 210 |
|
2024
Q4 | $1.62M | Buy |
7,906
+77
| +1% | +$15.8K | 0.05% | 213 |
|
2024
Q3 | $1.41M | Sell |
7,829
-872
| -10% | -$157K | 0.04% | 220 |
|
2024
Q2 | $1.3M | Sell |
8,701
-687
| -7% | -$102K | 0.04% | 228 |
|
2024
Q1 | $1.5M | Buy |
9,388
+450
| +5% | +$71.9K | 0.04% | 202 |
|
2023
Q4 | $1.19M | Buy |
8,938
+569
| +7% | +$75.6K | 0.03% | 209 |
|
2023
Q3 | $945K | Sell |
8,369
-377
| -4% | -$42.6K | 0.03% | 183 |
|
2023
Q2 | $1.1M | Sell |
8,746
-1,125
| -11% | -$142K | 0.03% | 175 |
|
2023
Q1 | $1.12M | Sell |
9,871
-7,652
| -44% | -$865K | 0.03% | 167 |
|
2022
Q4 | $1.77M | Buy |
17,523
+3,994
| +30% | +$404K | 0.05% | 143 |
|
2022
Q3 | $1.27M | Buy |
13,529
+8,545
| +171% | +$800K | 0.04% | 167 |
|
2022
Q2 | $443K | Sell |
4,984
-104
| -2% | -$9.24K | 0.01% | 303 |
|
2022
Q1 | $516K | Buy |
5,088
+798
| +19% | +$80.9K | 0.01% | 341 |
|
2021
Q4 | $445K | Buy |
4,290
+343
| +9% | +$35.6K | 0.01% | 347 |
|
2021
Q3 | $428K | Buy |
3,947
+327
| +9% | +$35.5K | 0.01% | 336 |
|
2021
Q2 | $387K | Sell |
3,620
-9,656
| -73% | -$1.03M | 0.01% | 359 |
|
2021
Q1 | $1.58M | Buy |
+13,276
| New | +$1.58M | 0.06% | 148 |
|
2020
Q4 | – | Sell |
-4,684
| Closed | -$483K | – | 199 |
|
2020
Q3 | $483K | Sell |
4,684
-4,086
| -47% | -$421K | 0.02% | 293 |
|
2020
Q2 | $856K | Buy |
8,770
+2,099
| +31% | +$205K | 0.02% | 264 |
|
2020
Q1 | $634K | Sell |
6,671
-9,297
| -58% | -$884K | 0.03% | 155 |
|
2019
Q4 | $1.85M | Buy |
15,968
+11,579
| +264% | +$1.34M | 0.08% | 124 |
|
2019
Q3 | $455K | Buy |
4,389
+1,212
| +38% | +$126K | 0.02% | 171 |
|
2019
Q2 | $290K | Buy |
3,177
+767
| +32% | +$70K | 0.01% | 388 |
|
2019
Q1 | $213K | Sell |
2,410
-30,157
| -93% | -$2.67M | 0.01% | 373 |
|
2018
Q4 | $2.39M | Sell |
32,567
-3,399
| -9% | -$250K | 0.12% | 60 |
|
2018
Q3 | $2.96M | Buy |
35,966
+5,737
| +19% | +$473K | 0.1% | 41 |
|
2018
Q2 | $2.24M | Buy |
30,229
+4,620
| +18% | +$342K | 0.1% | 58 |
|
2018
Q1 | $1.83M | Sell |
25,609
-4,259
| -14% | -$304K | 0.08% | 68 |
|
2017
Q4 | $1.79M | Buy |
29,868
+2,494
| +9% | +$149K | 0.11% | 57 |
|
2017
Q3 | $1.64M | Buy |
27,374
+7,418
| +37% | +$444K | 0.09% | 56 |
|
2017
Q2 | $1.2M | Buy |
19,956
+4,034
| +25% | +$242K | 0.07% | 59 |
|
2017
Q1 | $918K | Buy |
15,922
+5,200
| +48% | +$300K | 0.06% | 71 |
|
2016
Q4 | $570K | Buy |
+10,722
| New | +$570K | 0.04% | 107 |
|