Key Financial Inc’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
8,834
| – | – | 0.31% | 62 |
|
|
2025
Q1 | $1.95M | Hold |
8,834
| – | – | 0.42% | 49 |
|
|
2024
Q4 | $1.81M | Hold |
8,834
| – | – | 0.41% | 50 |
|
|
2024
Q3 | $1.59M | Buy |
8,834
+22
| +0.2% | +$3.95K | 0.35% | 57 |
|
|
2024
Q2 | $1.31M | Hold |
8,812
| – | – | 0.31% | 59 |
|
|
2024
Q1 | $1.41M | Hold |
8,812
| – | – | 0.36% | 54 |
|
|
2023
Q4 | $1.17M | Hold |
8,812
| – | – | 0.32% | 61 |
|
|
2023
Q3 | $995K | Hold |
8,812
| – | – | 0.34% | 58 |
|
|
2023
Q2 | $1.11M | Buy |
8,812
+75
| +0.9% | +$9.46K | 0.37% | 52 |
|
|
2023
Q1 | $988K | Sell |
8,737
-169
| -2% | -$19.1K | 0.36% | 55 |
|
|
2022
Q4 | $833K | Hold |
8,906
| – | – | 0.39% | 49 |
|
|
2022
Q3 | $833K | Hold |
8,906
| – | – | 0.39% | 49 |
|
|
2022
Q2 | $825K | Hold |
8,906
| – | – | 0.45% | 42 |
|
|
2022
Q1 | $903K | Hold |
8,906
| – | – | 0.45% | 39 |
|
|
2021
Q4 | $924K | Hold |
8,906
| – | – | 0.46% | 39 |
|
|
2021
Q3 | $966K | Hold |
8,906
| – | – | 0.55% | 33 |
|
|
2021
Q2 | $1.03M | Hold |
8,906
| – | – | 0.57% | 31 |
|
|
2021
Q1 | $1.06M | Hold |
8,906
| – | – | 0.7% | 25 |
|
|
2020
Q4 | $1.01M | Hold |
8,906
| – | – | 0.75% | 25 |
|
|
2020
Q3 | $918K | Buy |
8,906
+122
| +1% | +$12.6K | 0.94% | 25 |
|
|
2020
Q2 | $852K | Hold |
8,784
| – | – | 0.98% | 24 |
|
|
2020
Q1 | $864K | Hold |
8,784
| – | – | 0.89% | 22 |
|
|
2019
Q4 | $1.02M | Buy |
+8,784
| New | +$1.02M | 0.95% | 22 |
|