IEQ Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
24,749
+2,647
| +12% | +$456K | 0.03% | 455 |
|
|
2025
Q1 | $4.88M | Sell |
22,102
-9,692
| -30% | -$2.14M | 0.04% | 348 |
|
|
2024
Q4 | $6.53M | Buy |
31,794
+9
| +0% | +$1.85K | 0.06% | 214 |
|
|
2024
Q3 | $5.71M | Sell |
31,785
-637
| -2% | -$114K | 0.07% | 180 |
|
|
2024
Q2 | $4.83M | Buy |
32,422
+2,366
| +8% | +$353K | 0.07% | 190 |
|
|
2024
Q1 | $4.8M | Buy |
30,056
+5,747
| +24% | +$918K | 0.07% | 187 |
|
|
2023
Q4 | $3.23M | Buy |
24,309
+826
| +4% | +$110K | 0.05% | 217 |
|
|
2023
Q3 | $2.65M | Buy |
23,483
+799
| +4% | +$90.3K | 0.05% | 208 |
|
|
2023
Q2 | $2.86M | Buy |
22,684
+583
| +3% | +$73.5K | 0.06% | 208 |
|
|
2023
Q1 | $2.5M | Sell |
22,101
-1,495
| -6% | -$169K | 0.06% | 218 |
|
|
2022
Q4 | $2.38M | Buy |
23,596
+2,552
| +12% | +$258K | 0.07% | 210 |
|
|
2022
Q3 | $1.97M | Buy |
21,044
+7,167
| +52% | +$671K | 0.05% | 234 |
|
|
2022
Q2 | $1.24M | Sell |
13,877
-4,670
| -25% | -$416K | 0.04% | 271 |
|
|
2022
Q1 | $1.88M | Sell |
18,547
-11
| -0.1% | -$1.12K | 0.04% | 218 |
|
|
2021
Q4 | $1.93M | Buy |
18,558
+2,246
| +14% | +$233K | 0.04% | 206 |
|
|
2021
Q3 | $1.77M | Buy |
16,312
+5,823
| +56% | +$632K | 0.05% | 205 |
|
|
2021
Q2 | $1.12M | Sell |
10,489
-1,642
| -14% | -$175K | 0.03% | 240 |
|
|
2021
Q1 | $1.44M | Buy |
+12,131
| New | +$1.44M | 0.06% | 172 |
|
|
2020
Q4 | – | Sell |
-2,803
| Closed | -$289K | – | 281 |
|
|
2020
Q3 | $289K | Buy |
+2,803
| New | +$289K | 0.02% | 307 |
|
|
2020
Q2 | – | Sell |
-4,120
| Closed | -$392K | – | 356 |
|
|
2020
Q1 | $392K | Buy |
4,120
+568
| +16% | +$54K | 0.03% | 239 |
|
|
2019
Q4 | $411K | Buy |
+3,552
| New | +$411K | 0.04% | 251 |
|