New England Research & 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 | $896K | Buy |
5,195
+4,074
| +363% | +$703K | 0.43% | 79 |
|
|
2025
Q1 | $248K | Hold |
1,121
| – | – | 0.13% | 138 |
|
|
2024
Q4 | $230K | Hold |
1,121
| – | – | 0.12% | 136 |
|
|
2024
Q3 | $201K | Buy |
+1,121
| New | +$201K | 0.09% | 155 |
|
|
2023
Q1 | – | Sell |
-12,051
| Closed | -$1.22M | – | 154 |
|
|
2022
Q4 | $1.22M | Buy |
+12,051
| New | +$1.22M | 0.7% | 48 |
|
|
2022
Q3 | – | Sell |
-8,601
| Closed | -$765K | – | 171 |
|
|
2022
Q2 | $765K | Buy |
+8,601
| New | +$765K | 0.45% | 85 |
|
|
2022
Q1 | – | Sell |
-7,691
| Closed | -$798K | – | 175 |
|
|
2021
Q4 | $798K | Sell |
7,691
-75
| -1% | -$7.78K | 0.39% | 79 |
|
|
2021
Q3 | $843K | Sell |
7,766
-7,355
| -49% | -$798K | 0.44% | 77 |
|
|
2021
Q2 | $1.62M | Buy |
15,121
+5,325
| +54% | +$569K | 0.84% | 41 |
|
|
2021
Q1 | $1.17M | Buy |
9,796
+6,650
| +211% | +$792K | 0.64% | 56 |
|
|
2020
Q4 | $358K | Hold |
3,146
| – | – | 0.22% | 120 |
|
|
2020
Q3 | $324K | Buy |
+3,146
| New | +$324K | 0.23% | 104 |
|
|
2018
Q1 | – | Sell |
-3,276
| Closed | -$215K | – | 159 |
|
|
2017
Q4 | $215K | Hold |
3,276
| – | – | 0.15% | 142 |
|
|
2017
Q3 | $211K | Hold |
3,276
| – | – | 0.15% | 146 |
|
|
2017
Q2 | $200K | Buy |
+3,276
| New | +$200K | 0.15% | 153 |
|