HAIM
Hunter Associates Investment Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
83,234
+35
| +0% | +$6.03K | 2.13% | 10 |
|
|
2025
Q1 | $18.4M | Sell |
83,199
-2,070
| -2% | -$457K | 2.84% | 7 |
|
|
2024
Q4 | $17.5M | Sell |
85,269
-381
| -0.4% | -$78.2K | 2.67% | 6 |
|
|
2024
Q3 | $15.4M | Sell |
85,650
-223
| -0.3% | -$40.1K | 2.38% | 7 |
|
|
2024
Q2 | $12.8M | Sell |
85,873
-2,146
| -2% | -$320K | 2.15% | 8 |
|
|
2024
Q1 | $14.1M | Buy |
88,019
+951
| +1% | +$152K | 2.37% | 6 |
|
|
2023
Q4 | $11.6M | Buy |
87,068
+411
| +0.5% | +$54.6K | 2.12% | 6 |
|
|
2023
Q3 | $9.79M | Buy |
86,657
+3,966
| +5% | +$448K | 1.99% | 7 |
|
|
2023
Q2 | $10.4M | Buy |
82,691
+4,225
| +5% | +$533K | 2.04% | 8 |
|
|
2023
Q1 | $8.87M | Buy |
78,466
+4,756
| +6% | +$538K | 1.9% | 7 |
|
|
2022
Q4 | $7.45M | Sell |
73,710
-975
| -1% | -$98.5K | 1.79% | 12 |
|
|
2022
Q3 | $6.99M | Sell |
74,685
-167
| -0.2% | -$15.6K | 1.81% | 14 |
|
|
2022
Q2 | $6.66M | Buy |
74,852
+30,060
| +67% | +$2.67M | 1.64% | 15 |
|
|
2022
Q1 | $4.54M | Hold |
44,792
| – | – | 1.46% | 18 |
|
|
2021
Q4 | $4.65M | Sell |
44,792
-6,000
| -12% | -$623K | 1.33% | 19 |
|
|
2021
Q3 | $5.51M | Sell |
50,792
-5,700
| -10% | -$618K | 1.77% | 14 |
|
|
2021
Q2 | $6.04M | Sell |
56,492
-30,162
| -35% | -$3.22M | 1.88% | 15 |
|
|
2021
Q1 | $10.3M | Buy |
86,654
+2,730
| +3% | +$325K | 2.38% | 8 |
|
|
2020
Q4 | $9.56M | Buy |
83,924
+603
| +0.7% | +$68.7K | 2.35% | 9 |
|
|
2020
Q3 | $8.59M | Buy |
83,321
+150
| +0.2% | +$15.5K | 2.39% | 9 |
|
|
2020
Q2 | $8.12M | Sell |
83,171
-738
| -0.9% | -$72K | 2.41% | 9 |
|
|
2020
Q1 | $7.97M | Buy |
83,909
+1,040
| +1% | +$98.8K | 3.09% | 6 |
|
|
2019
Q4 | $9.58M | Sell |
82,869
-2,804
| -3% | -$324K | 2.97% | 7 |
|
|
2019
Q3 | $8.88M | Sell |
85,673
-833
| -1% | -$86.3K | 3.05% | 8 |
|
|
2019
Q2 | $7.89M | Sell |
86,506
-2,684
| -3% | -$245K | 2.71% | 8 |
|
|
2019
Q1 | $7.87M | Buy |
89,190
+415
| +0.5% | +$36.6K | 2.76% | 9 |
|
|
2018
Q4 | $6.52M | Sell |
88,775
-1,044
| -1% | -$76.7K | 2.65% | 10 |
|
|
2018
Q3 | $7.4M | Buy |
89,819
+275
| +0.3% | +$22.7K | 2.55% | 9 |
|
|
2018
Q2 | $6.63M | Sell |
89,544
-140
| -0.2% | -$10.4K | 2.4% | 11 |
|
|
2018
Q1 | $6.4M | Buy |
89,684
+44,712
| +99% | +$3.19M | 2.39% | 10 |
|
|
2017
Q4 | $5.9M | Sell |
44,972
-1,387
| -3% | -$182K | 2.17% | 11 |
|
|
2017
Q3 | $5.98M | Buy |
46,359
+85
| +0.2% | +$11K | 2.33% | 10 |
|
|
2017
Q2 | $5.66M | Sell |
46,274
-1,843
| -4% | -$225K | 2.3% | 10 |
|
|
2017
Q1 | $5.55M | Sell |
48,117
-3,657
| -7% | -$422K | 2.33% | 9 |
|
|
2016
Q4 | $5.5M | Buy |
51,774
+1,316
| +3% | +$140K | 2.35% | 10 |
|
|
2016
Q3 | $5.02M | Sell |
50,458
-3,276
| -6% | -$326K | 2.16% | 11 |
|
|
2016
Q2 | $5.84M | Sell |
53,734
-851
| -2% | -$92.5K | 2.53% | 7 |
|
|
2016
Q1 | $5.6M | Sell |
54,585
-3,212
| -6% | -$329K | 2.56% | 7 |
|
|
2015
Q4 | $5.29M | Sell |
57,797
-1,822
| -3% | -$167K | 2.32% | 9 |
|
|
2015
Q3 | $5.16M | Sell |
59,619
-480
| -0.8% | -$41.6K | 2.42% | 10 |
|
|
2015
Q2 | $4.98M | Sell |
60,099
-380
| -0.6% | -$31.5K | 2.07% | 12 |
|
|
2015
Q1 | $4.8M | Buy |
60,479
+34
| +0.1% | +$2.7K | 1.89% | 12 |
|
|
2014
Q4 | $4.29M | Sell |
60,445
-2,700
| -4% | -$192K | 1.65% | 16 |
|
|
2014
Q3 | $4.08M | Sell |
63,145
-565
| -0.9% | -$36.5K | 1.59% | 19 |
|
|
2014
Q2 | $3.84M | Sell |
63,710
-1,720
| -3% | -$104K | 1.51% | 19 |
|
|
2014
Q1 | $3.71M | Sell |
65,430
-2,800
| -4% | -$159K | 1.46% | 16 |
|
|
2013
Q4 | $4.03M | Buy |
68,230
+34,415
| +102% | +$2.03M | 1.55% | 18 |
|
|
2013
Q3 | $3.42M | Sell |
33,815
-17,043
| -34% | -$1.72M | 1.42% | 21 |
|
|
2013
Q2 | $4.45M | Buy |
+50,858
| New | +$4.45M | 1.65% | 15 |
|