Ken Fisher’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
2,086
+882
| +73% | +$152K | ﹤0.01% | 846 |
|
|
2025
Q1 | $266K | Sell |
1,204
-497
| -29% | -$110K | ﹤0.01% | 919 |
|
|
2024
Q4 | $349K | Buy |
+1,701
| New | +$349K | ﹤0.01% | 836 |
|
|
2024
Q2 | – | Sell |
-1,796
| Closed | -$287K | – | 1005 |
|
|
2024
Q1 | $287K | Sell |
1,796
-435
| -19% | -$69.5K | ﹤0.01% | 875 |
|
|
2023
Q4 | $296K | Buy |
+2,231
| New | +$296K | ﹤0.01% | 867 |
|
|
2022
Q2 | – | Sell |
-7,414
| Closed | -$752K | – | 948 |
|
|
2022
Q1 | $752K | Buy |
+7,414
| New | +$752K | ﹤0.01% | 656 |
|
|
2018
Q2 | – | Sell |
-4,685
| Closed | -$334K | – | 821 |
|
|
2018
Q1 | $334K | Buy |
+4,685
| New | +$334K | ﹤0.01% | 663 |
|