Newman Dignan & Sheerar 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 | $2.12M | Sell |
12,304
-199
| -2% | -$34.3K | 0.49% | 53 |
|
|
2025
Q1 | $2.76M | Sell |
12,503
-355
| -3% | -$78.4K | 0.75% | 33 |
|
|
2024
Q4 | $2.64M | Sell |
12,858
-509
| -4% | -$105K | 0.68% | 40 |
|
|
2024
Q3 | $2.69M | Buy |
13,367
+40
| +0.3% | +$8.06K | 0.64% | 40 |
|
|
2024
Q2 | $1.99M | Buy |
13,327
+228
| +2% | +$34K | 0.51% | 52 |
|
|
2024
Q1 | $2.09M | Buy |
13,099
+575
| +5% | +$91.9K | 0.56% | 49 |
|
|
2023
Q4 | $1.66M | Buy |
12,524
+1,301
| +12% | +$173K | 0.5% | 59 |
|
|
2023
Q3 | $1.27M | Sell |
11,223
-352
| -3% | -$39.8K | 0.42% | 63 |
|
|
2023
Q2 | $1.46M | Buy |
11,575
+87
| +0.8% | +$11K | 0.45% | 61 |
|
|
2023
Q1 | $1.3M | Sell |
11,488
-589
| -5% | -$66.6K | 0.42% | 70 |
|
|
2022
Q4 | $1.22M | Hold |
12,077
| – | – | 0.4% | 70 |
|
|
2022
Q3 | $1.13K | Buy |
12,077
+1
| +0% | – | 0.18% | 70 |
|
|
2022
Q2 | $1.07M | Sell |
12,076
-290
| -2% | -$25.8K | 0.37% | 75 |
|
|
2022
Q1 | $1.25K | Sell |
12,366
-177
| -1% | -$18 | 0.24% | 70 |
|
|
2021
Q4 | $1.3M | Sell |
12,543
-113
| -0.9% | -$11.7K | 0.39% | 67 |
|
|
2021
Q3 | $1.37M | Buy |
12,656
+1,166
| +10% | +$126K | 0.4% | 60 |
|
|
2021
Q2 | $1.23M | Buy |
11,490
+640
| +6% | +$68.4K | 0.41% | 66 |
|
|
2021
Q1 | $1.29M | Buy |
10,850
+970
| +10% | +$116K | 0.47% | 61 |
|
|
2020
Q4 | $1.13K | Sell |
9,880
-61
| -0.6% | -$7 | 0.18% | 66 |
|
|
2020
Q3 | $1.02M | Buy |
9,941
+286
| +3% | +$29.5K | 0.43% | 62 |
|
|
2020
Q2 | $970K | Buy |
9,655
+500
| +5% | +$50.2K | 0.42% | 63 |
|
|
2020
Q1 | $857K | Buy |
9,155
+300
| +3% | +$28.1K | 0.45% | 55 |
|
|
2019
Q4 | $1.02K | Buy |
8,855
+75
| +0.9% | +$9 | 0.11% | 63 |
|
|
2019
Q3 | $910K | Buy |
8,780
+110
| +1% | +$11.4K | 0.43% | 62 |
|
|
2019
Q2 | $790 | Sell |
8,670
-1,038
| -11% | -$95 | 0.02% | 74 |
|
|
2019
Q1 | $857K | Sell |
9,708
-100
| -1% | -$8.83K | 0.34% | 65 |
|
|
2018
Q4 | $721 | Buy |
9,808
+518
| +6% | +$38 | 0.06% | 70 |
|
|
2018
Q3 | $753K | Sell |
9,290
-200
| -2% | -$16.2K | 0.33% | 73 |
|
|
2018
Q2 | $703 | Hold |
9,490
| – | – | 0.05% | 75 |
|
|
2018
Q1 | $673K | Sell |
9,490
-50
| -0.5% | -$3.55K | 0.34% | 75 |
|
|
2017
Q4 | $625K | Hold |
9,540
| – | – | 0.31% | 85 |
|
|
2017
Q3 | $615K | Hold |
9,540
| – | – | 0.33% | 83 |
|
|
2017
Q2 | $584K | Hold |
9,540
| – | – | 0.32% | 85 |
|
|
2017
Q1 | $550 | Sell |
9,540
-300
| -3% | -$17 | 0.24% | 87 |
|
|
2016
Q4 | $523K | Hold |
9,840
| – | – | 0.32% | 87 |
|
|
2016
Q3 | $489K | Sell |
9,840
-250
| -2% | -$12.4K | 0.31% | 90 |
|
|
2016
Q2 | $549K | Hold |
10,090
| – | – | 0.34% | 79 |
|
|
2016
Q1 | $518K | Sell |
10,090
-260
| -3% | -$13.3K | 0.38% | 75 |
|
|
2015
Q4 | $473K | Buy |
10,350
+200
| +2% | +$9.14K | 0.33% | 84 |
|
|
2015
Q3 | $440K | Sell |
10,150
-664
| -6% | -$28.8K | 0.28% | 81 |
|
|
2015
Q2 | $448K | Sell |
10,814
-800
| -7% | -$33.1K | 0.32% | 85 |
|
|
2015
Q1 | $461K | Buy |
11,614
+150
| +1% | +$5.95K | 0.33% | 87 |
|
|
2014
Q4 | $407 | Hold |
11,464
| – | – | 0.24% | 91 |
|
|
2014
Q3 | $370K | Hold |
11,464
| – | – | 0.28% | 95 |
|
|
2014
Q2 | $346 | Sell |
11,464
-480
| -4% | -$14 | 0.2% | 105 |
|
|
2014
Q1 | $339K | Buy |
11,944
+564
| +5% | +$16K | 0.24% | 105 |
|
|
2013
Q4 | $336 | Hold |
11,380
| – | – | 0.02% | 112 |
|
|
2013
Q3 | $287K | Sell |
11,380
-880
| -7% | -$22.2K | 0.22% | 115 |
|
|
2013
Q2 | $268 | Buy |
+12,260
| New | +$268 | 0.02% | 112 |
|