Howland Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
13,941
+67
| +0.5% | +$11.6K | 0.1% | 103 |
|
|
2025
Q1 | $3.06M | Buy |
13,874
+64
| +0.5% | +$14.1K | 0.14% | 85 |
|
|
2024
Q4 | $2.84M | Buy |
13,810
+516
| +4% | +$106K | 0.12% | 88 |
|
|
2024
Q3 | $2.39M | Buy |
13,294
+136
| +1% | +$24.4K | 0.1% | 101 |
|
|
2024
Q2 | $1.96M | Hold |
13,158
| – | – | 0.09% | 100 |
|
|
2024
Q1 | $2.1M | Sell |
13,158
-4
| -0% | -$639 | 0.1% | 98 |
|
|
2023
Q4 | $1.75M | Hold |
13,162
| – | – | 0.09% | 103 |
|
|
2023
Q3 | $1.49M | Sell |
13,162
-110
| -0.8% | -$12.4K | 0.09% | 111 |
|
|
2023
Q2 | $1.67M | Sell |
13,272
-800
| -6% | -$101K | 0.1% | 104 |
|
|
2023
Q1 | $1.59M | Hold |
14,072
| – | – | 0.1% | 104 |
|
|
2022
Q4 | $1.42M | Sell |
14,072
-1,000
| -7% | -$101K | 0.09% | 106 |
|
|
2022
Q3 | $1.41M | Buy |
15,072
+1,387
| +10% | +$130K | 0.09% | 101 |
|
|
2022
Q2 | $1.22M | Hold |
13,685
| – | – | 0.07% | 106 |
|
|
2022
Q1 | $1.39M | Sell |
13,685
-287
| -2% | -$29.1K | 0.07% | 94 |
|
|
2021
Q4 | $1.45M | Buy |
13,972
+16
| +0.1% | +$1.66K | 0.07% | 95 |
|
|
2021
Q3 | $1.51M | Hold |
13,956
| – | – | 0.08% | 102 |
|
|
2021
Q2 | $1.49M | Hold |
13,956
| – | – | 0.08% | 102 |
|
|
2021
Q1 | $1.66M | Sell |
13,956
-400
| -3% | -$47.6K | 0.09% | 95 |
|
|
2020
Q4 | $1.64M | Sell |
14,356
-17
| -0.1% | -$1.94K | 0.1% | 93 |
|
|
2020
Q3 | $1.48M | Hold |
14,373
| – | – | 0.1% | 92 |
|
|
2020
Q2 | $1.4M | Buy |
14,373
+1,110
| +8% | +$108K | 0.1% | 92 |
|
|
2020
Q1 | $1.26M | Sell |
13,263
-1,200
| -8% | -$114K | 0.11% | 95 |
|
|
2019
Q4 | $1.67M | Buy |
14,463
+669
| +5% | +$77.3K | 0.12% | 93 |
|
|
2019
Q3 | $1.43M | Sell |
13,794
-210
| -1% | -$21.8K | 0.11% | 103 |
|
|
2019
Q2 | $1.28M | Sell |
14,004
-1,000
| -7% | -$91.2K | 0.1% | 100 |
|
|
2019
Q1 | $1.33M | Sell |
15,004
-1,442
| -9% | -$127K | 0.11% | 97 |
|
|
2018
Q4 | $1.21M | Hold |
16,446
| – | – | 0.11% | 96 |
|
|
2018
Q3 | $1.36M | Sell |
16,446
-620
| -4% | -$51.1K | 0.1% | 104 |
|
|
2018
Q2 | $1.26M | Hold |
17,066
| – | – | 0.1% | 108 |
|
|
2018
Q1 | $1.22M | Sell |
17,066
-1,138
| -6% | -$81.2K | 0.1% | 107 |
|
|
2017
Q4 | $1.19M | Hold |
18,204
| – | – | 0.1% | 113 |
|
|
2017
Q3 | $1.17M | Buy |
18,204
+222
| +1% | +$14.3K | 0.1% | 111 |
|
|
2017
Q2 | $1.1M | Hold |
17,982
| – | – | 0.09% | 114 |
|
|
2017
Q1 | $1.04M | Sell |
17,982
-2,600
| -13% | -$150K | 0.09% | 116 |
|
|
2016
Q4 | $1.09M | Buy |
20,582
+5,000
| +32% | +$266K | 0.1% | 112 |
|
|
2016
Q3 | $775K | Sell |
15,582
-200
| -1% | -$9.95K | 0.07% | 123 |
|
|
2016
Q2 | $858K | Hold |
15,782
| – | – | 0.08% | 116 |
|
|
2016
Q1 | $809K | Sell |
15,782
-1,000
| -6% | -$51.3K | 0.08% | 120 |
|
|
2015
Q4 | $767K | Sell |
16,782
-1,500
| -8% | -$68.6K | 0.08% | 127 |
|
|
2015
Q3 | $792K | Buy |
18,282
+82
| +0.5% | +$3.55K | 0.09% | 118 |
|
|
2015
Q2 | $754K | Buy |
18,200
+374
| +2% | +$15.5K | 0.08% | 128 |
|
|
2015
Q1 | $708K | Sell |
17,826
-74
| -0.4% | -$2.94K | 0.07% | 128 |
|
|
2014
Q4 | $635K | Buy |
+17,900
| New | +$635K | 0.06% | 134 |
|