Ipswich Investment 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 | $222K | Hold |
1,285
| – | – | 0.05% | 170 |
|
|
2025
Q1 | $284K | Sell |
1,285
-1,010
| -44% | -$223K | 0.07% | 158 |
|
|
2024
Q4 | $471K | Hold |
2,295
| – | – | 0.11% | 124 |
|
|
2024
Q3 | $412K | Hold |
2,295
| – | – | 0.1% | 138 |
|
|
2024
Q2 | $342K | Sell |
2,295
-200
| -8% | -$29.8K | 0.08% | 148 |
|
|
2024
Q1 | $399K | Hold |
2,495
| – | – | 0.09% | 139 |
|
|
2023
Q4 | $331K | Hold |
2,495
| – | – | 0.08% | 146 |
|
|
2023
Q3 | $282K | Sell |
2,495
-200
| -7% | -$22.6K | 0.08% | 153 |
|
|
2023
Q2 | $340K | Hold |
2,695
| – | – | 0.09% | 146 |
|
|
2023
Q1 | $305K | Hold |
2,695
| – | – | 0.08% | 149 |
|
|
2022
Q4 | $272K | Hold |
2,695
| – | – | 0.08% | 151 |
|
|
2022
Q3 | $252K | Hold |
2,695
| – | – | 0.08% | 154 |
|
|
2022
Q2 | $240K | Hold |
2,695
| – | – | 0.07% | 163 |
|
|
2022
Q1 | $273K | Hold |
2,695
| – | – | 0.07% | 166 |
|
|
2021
Q4 | $280K | Hold |
2,695
| – | – | 0.07% | 174 |
|
|
2021
Q3 | $292K | Hold |
2,695
| – | – | 0.07% | 169 |
|
|
2021
Q2 | $288K | Sell |
2,695
-115
| -4% | -$12.3K | 0.07% | 170 |
|
|
2021
Q1 | $335K | Hold |
2,810
| – | – | 0.09% | 148 |
|
|
2020
Q4 | $320K | Hold |
2,810
| – | – | 0.1% | 144 |
|
|
2020
Q3 | $290K | Sell |
2,810
-100
| -3% | -$10.3K | 0.09% | 142 |
|
|
2020
Q2 | $284K | Hold |
2,910
| – | – | 0.1% | 138 |
|
|
2020
Q1 | $276K | Sell |
2,910
-240
| -8% | -$22.8K | 0.11% | 134 |
|
|
2019
Q4 | $364K | Sell |
3,150
-300
| -9% | -$34.7K | 0.11% | 140 |
|
|
2019
Q3 | $357K | Hold |
3,450
| – | – | 0.11% | 143 |
|
|
2019
Q2 | $315K | Hold |
3,450
| – | – | 0.1% | 143 |
|
|
2019
Q1 | $305K | Buy |
3,450
+400
| +13% | +$35.4K | 0.1% | 147 |
|
|
2018
Q4 | $224K | Buy |
+3,050
| New | +$224K | 0.08% | 153 |
|