Institutional & Family Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $32.9K | Buy |
221
+45
| +26% | +$6.71K | 0.01% | 287 |
|
|
2024
Q1 | $28.1K | Buy |
176
+6
| +4% | +$959 | ﹤0.01% | 297 |
|
|
2023
Q4 | $22.6K | Buy |
170
+1
| +0.6% | +$133 | ﹤0.01% | 305 |
|
|
2023
Q3 | $19.1K | Hold |
169
| – | – | ﹤0.01% | 309 |
|
|
2023
Q2 | $21.3K | Buy |
169
+6
| +4% | +$757 | ﹤0.01% | 303 |
|
|
2023
Q1 | $18.4K | Hold |
163
| – | – | ﹤0.01% | 319 |
|
|
2022
Q4 | $16.5K | Hold |
163
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $15K | Buy |
163
+27
| +20% | +$2.49K | ﹤0.01% | 338 |
|
|
2022
Q2 | $12K | Hold |
136
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $14K | Buy |
136
+28
| +26% | +$2.88K | ﹤0.01% | 396 |
|
|
2021
Q4 | $11K | Sell |
108
-967
| -90% | -$98.5K | ﹤0.01% | 431 |
|
|
2021
Q3 | $117K | Hold |
1,075
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $115K | Sell |
1,075
-976
| -48% | -$104K | 0.02% | 222 |
|
|
2021
Q1 | $244K | Buy |
2,051
+275
| +15% | +$32.7K | 0.05% | 165 |
|
|
2020
Q4 | $202K | Hold |
1,776
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $183K | Buy |
1,776
+300
| +20% | +$30.9K | 0.04% | 178 |
|
|
2020
Q2 | $144K | Hold |
1,476
| – | – | 0.03% | 200 |
|
|
2020
Q1 | $140K | Hold |
1,476
| – | – | 0.03% | 173 |
|
|
2019
Q4 | $171K | Hold |
1,476
| – | – | 0.04% | 179 |
|
|
2019
Q3 | $153K | Hold |
1,476
| – | – | 0.03% | 178 |
|
|
2019
Q2 | $135K | Hold |
1,476
| – | – | 0.03% | 195 |
|
|
2019
Q1 | $130K | Buy |
1,476
+524
| +55% | +$46.2K | 0.03% | 214 |
|
|
2018
Q4 | $70K | Hold |
952
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $78K | Hold |
952
| – | – | 0.02% | 302 |
|
|
2018
Q2 | $71K | Hold |
952
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $68K | Buy |
+952
| New | +$68K | 0.01% | 296 |
|