Howe & Rusling’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
43,735
+711
| +2% | +$123K | 0.56% | 54 |
|
|
2025
Q1 | $9.5M | Buy |
43,024
+1,690
| +4% | +$373K | 0.8% | 39 |
|
|
2024
Q4 | $8.49M | Sell |
41,334
-3,779
| -8% | -$776K | 0.73% | 42 |
|
|
2024
Q3 | $8.1M | Buy |
45,113
+1,561
| +4% | +$280K | 0.7% | 47 |
|
|
2024
Q2 | $6.49M | Buy |
43,552
+13,649
| +46% | +$2.03M | 0.59% | 61 |
|
|
2024
Q1 | $4.78M | Buy |
29,903
+445
| +2% | +$71.1K | 0.46% | 74 |
|
|
2023
Q4 | $3.91M | Buy |
29,458
+401
| +1% | +$53.3K | 0.41% | 68 |
|
|
2023
Q3 | $3.28M | Sell |
29,057
-65
| -0.2% | -$7.34K | 0.39% | 69 |
|
|
2023
Q2 | $3.67M | Sell |
29,122
-511
| -2% | -$64.5K | 0.41% | 66 |
|
|
2023
Q1 | $3.35M | Buy |
29,633
+13
| +0% | +$1.47K | 0.4% | 67 |
|
|
2022
Q4 | $2.99M | Buy |
29,620
+11,855
| +67% | +$1.2M | 0.38% | 69 |
|
|
2022
Q3 | $1.66M | Sell |
17,765
-462
| -3% | -$43.2K | 0.22% | 83 |
|
|
2022
Q2 | $1.62M | Buy |
18,227
+424
| +2% | +$37.7K | 0.21% | 89 |
|
|
2022
Q1 | $1.81M | Buy |
17,803
+849
| +5% | +$86.1K | 0.21% | 90 |
|
|
2021
Q4 | $1.76M | Sell |
16,954
-289
| -2% | -$30K | 0.21% | 94 |
|
|
2021
Q3 | $1.87M | Buy |
17,243
+362
| +2% | +$39.3K | 0.23% | 88 |
|
|
2021
Q2 | $1.8M | Buy |
16,881
+666
| +4% | +$71.2K | 0.23% | 86 |
|
|
2021
Q1 | $1.93M | Buy |
16,215
+741
| +5% | +$88.2K | 0.26% | 80 |
|
|
2020
Q4 | $1.76M | Buy |
15,474
+840
| +6% | +$95.6K | 0.27% | 75 |
|
|
2020
Q3 | $1.51M | Buy |
+14,634
| New | +$1.51M | 0.26% | 70 |
|
|
2017
Q1 | – | Sell |
-82
| Closed | -$4K | – | 1014 |
|
|
2016
Q4 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 714 |
|