Morningstar Investment Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.12M | Sell |
14,113
-19,462
| -58% | -$4.3M | 0.57% | 41 |
|
|
2024
Q4 | $6.9M | Sell |
33,575
-340,371
| -91% | -$69.9M | 0.63% | 47 |
|
|
2024
Q3 | $66.7M | Sell |
373,946
-4,782
| -1% | -$853K | 0.68% | 42 |
|
|
2024
Q2 | $56.5M | Sell |
378,728
-2,627
| -0.7% | -$392K | 0.61% | 44 |
|
|
2024
Q1 | $60.8M | Sell |
381,355
-1,926,284
| -83% | -$307M | 0.67% | 43 |
|
|
2023
Q4 | $308M | Buy |
2,307,639
+1,918,167
| +493% | +$256M | 1.73% | 11 |
|
|
2023
Q3 | $44.2M | Buy |
389,472
+695
| +0.2% | +$78.9K | 0.57% | 44 |
|
|
2023
Q2 | $48.1M | Sell |
388,777
-7,776
| -2% | -$963K | 0.62% | 44 |
|
|
2023
Q1 | $44.7M | Sell |
396,553
-4,979
| -1% | -$561K | 0.6% | 51 |
|
|
2022
Q4 | $40.9M | Sell |
401,532
-5,807
| -1% | -$591K | 0.56% | 55 |
|
|
2022
Q3 | $40.3M | Sell |
407,339
-9,667
| -2% | -$955K | 0.57% | 47 |
|
|
2022
Q2 | $37.9M | Buy |
417,006
+33,981
| +9% | +$3.09M | 0.51% | 53 |
|
|
2022
Q1 | $39.2M | Buy |
383,025
+7,876
| +2% | +$806K | 0.44% | 61 |
|
|
2021
Q4 | $39M | Buy |
375,149
+169,922
| +83% | +$17.6M | 0.43% | 59 |
|
|
2021
Q3 | $22.7M | Buy |
205,227
+3,532
| +2% | +$390K | 0.27% | 90 |
|
|
2021
Q2 | $21.5M | Buy |
201,695
+6,279
| +3% | +$669K | 0.26% | 92 |
|
|
2021
Q1 | $23.6M | Buy |
195,416
+8,267
| +4% | +$998K | 0.31% | 89 |
|
|
2020
Q4 | $21.3M | Buy |
+187,149
| New | +$21.3M | 0.3% | 89 |
|