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