Integrated Investment Consultants’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
+1,976
| New | +$341K | 0.07% | 210 |
|
|
2022
Q1 | – | Sell |
-4,955
| Closed | -$514K | – | 296 |
|
|
2021
Q4 | $514K | Sell |
4,955
-2,690
| -35% | -$279K | 0.14% | 129 |
|
|
2021
Q3 | $829K | Buy |
7,645
+1,138
| +17% | +$123K | 0.24% | 70 |
|
|
2021
Q2 | $696K | Sell |
6,507
-227
| -3% | -$24.3K | 0.2% | 86 |
|
|
2021
Q1 | $802K | Buy |
6,734
+7
| +0.1% | +$834 | 0.28% | 64 |
|
|
2020
Q4 | $766K | Hold |
6,727
| – | – | 0.29% | 60 |
|
|
2020
Q3 | $693K | Sell |
6,727
-1,462
| -18% | -$151K | 0.32% | 54 |
|
|
2020
Q2 | $799K | Sell |
8,189
-844
| -9% | -$82.3K | 0.38% | 44 |
|
|
2020
Q1 | $858K | Sell |
9,033
-2,699
| -23% | -$256K | 0.51% | 40 |
|
|
2019
Q4 | $1.36M | Buy |
11,732
+749
| +7% | +$86.6K | 0.56% | 36 |
|
|
2019
Q3 | $1.14M | Hold |
10,983
| – | – | 0.59% | 36 |
|
|
2019
Q2 | $1M | Sell |
10,983
-22
| -0.2% | -$2.01K | 0.51% | 39 |
|
|
2019
Q1 | $972K | Sell |
11,005
-74
| -0.7% | -$6.54K | 0.52% | 39 |
|
|
2018
Q4 | $814K | Buy |
11,079
+74
| +0.7% | +$5.44K | 0.44% | 40 |
|
|
2018
Q3 | $907K | Hold |
11,005
| – | – | 0.44% | 36 |
|
|
2018
Q2 | $815K | Sell |
11,005
-541
| -5% | -$40.1K | 0.43% | 39 |
|
|
2018
Q1 | $823K | Buy |
+11,546
| New | +$823K | 0.33% | 45 |
|
|
2017
Q3 | $739K | Hold |
11,462
| – | – | 0.32% | 49 |
|
|
2017
Q2 | $701K | Sell |
11,462
-30
| -0.3% | -$1.84K | 0.32% | 48 |
|
|
2017
Q1 | $663K | Hold |
11,492
| – | – | 0.3% | 53 |
|
|
2016
Q4 | $611K | Hold |
11,492
| – | – | 0.29% | 55 |
|
|
2016
Q3 | $573K | Sell |
11,492
-58
| -0.5% | -$2.89K | 0.29% | 60 |
|
|
2016
Q2 | $628K | Hold |
11,550
| – | – | 0.36% | 55 |
|
|
2016
Q1 | $580K | Hold |
11,550
| – | – | 0.33% | 52 |
|
|
2015
Q4 | $528K | Buy |
+11,550
| New | +$528K | 0.42% | 51 |
|