Koshinski Asset 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 | $1.37M | Sell |
7,929
-1,695
| -18% | -$292K | 0.1% | 192 |
|
|
2025
Q1 | $2.13M | Buy |
9,624
+2,859
| +42% | +$631K | 0.18% | 119 |
|
|
2024
Q4 | $1.39B | Buy |
6,765
+31
| +0.5% | +$6.37M | 0.12% | 171 |
|
|
2024
Q3 | $1.21M | Buy |
6,734
+390
| +6% | +$70.1K | 0.1% | 201 |
|
|
2024
Q2 | $959K | Sell |
6,344
-1,512
| -19% | -$228K | 0.09% | 226 |
|
|
2024
Q1 | $1.26M | Sell |
7,856
-2,388
| -23% | -$382K | 0.13% | 170 |
|
|
2023
Q4 | $1.36M | Buy |
10,244
+3,713
| +57% | +$493K | 0.21% | 133 |
|
|
2023
Q3 | $738K | Sell |
6,531
-678
| -9% | -$76.6K | 0.08% | 241 |
|
|
2023
Q2 | $909K | Sell |
7,209
-2,856
| -28% | -$360K | 0.1% | 213 |
|
|
2023
Q1 | $1.14M | Buy |
10,065
+861
| +9% | +$97.3K | 0.11% | 187 |
|
|
2022
Q4 | $930K | Buy |
9,204
+205
| +2% | +$20.7K | 0.09% | 240 |
|
|
2022
Q3 | $842K | Buy |
8,999
+238
| +3% | +$22.3K | 0.1% | 234 |
|
|
2022
Q2 | $779K | Sell |
8,761
-5
| -0.1% | -$445 | 0.08% | 280 |
|
|
2022
Q1 | $889K | Sell |
8,766
-104
| -1% | -$10.5K | 0.07% | 272 |
|
|
2021
Q4 | $921K | Sell |
8,870
-1,382
| -13% | -$143K | 0.07% | 272 |
|
|
2021
Q3 | $1.11M | Buy |
10,252
+2,393
| +30% | +$260K | 0.1% | 228 |
|
|
2021
Q2 | $840K | Sell |
7,859
-2,171
| -22% | -$232K | 0.11% | 217 |
|
|
2021
Q1 | $1.19M | Sell |
10,030
-542
| -5% | -$64.5K | 0.13% | 187 |
|
|
2020
Q4 | $1.2M | Buy |
10,572
+6,048
| +134% | +$689K | 0.15% | 167 |
|
|
2020
Q3 | $483 | Sell |
4,524
-286
| -6% | -$31 | 0.06% | 304 |
|
|
2020
Q2 | $470K | Sell |
4,810
-17
| -0.4% | -$1.66K | 0.08% | 292 |
|
|
2020
Q1 | $459K | Buy |
4,827
+194
| +4% | +$18.4K | 0.1% | 251 |
|
|
2019
Q4 | $535K | Buy |
4,633
+233
| +5% | +$26.9K | 0.09% | 295 |
|
|
2019
Q3 | $456K | Hold |
4,400
| – | – | 0.32% | 91 |
|
|
2019
Q2 | $401K | Hold |
4,400
| – | – | 0.16% | 170 |
|
|
2019
Q1 | $388 | Hold |
4,400
| – | – | 0.1% | 244 |
|
|
2018
Q4 | $323K | Hold |
4,400
| – | – | 0.08% | 290 |
|
|
2018
Q3 | $362K | Buy |
+4,400
| New | +$362K | 0.05% | 382 |
|