Nicholas Hoffman & Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
1,723
+19
| +1% | +$3.28K | 0.01% | 253 |
|
|
2025
Q1 | $376K | Hold |
1,704
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $350K | Hold |
1,704
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $306K | Hold |
1,704
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $254K | Hold |
1,704
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $272K | Hold |
1,704
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $226K | Buy |
+1,704
| New | +$226K | 0.01% | 263 |
|
|
2023
Q3 | – | Sell |
-1,704
| Closed | -$215K | – | 280 |
|
|
2023
Q2 | $215K | Buy |
+1,704
| New | +$215K | 0.01% | 256 |
|
|
2022
Q2 | – | Sell |
-6,356
| Closed | -$644K | – | 268 |
|
|
2022
Q1 | $644K | Sell |
6,356
-9,347
| -60% | -$947K | 0.03% | 149 |
|
|
2021
Q4 | $1.63M | Sell |
15,703
-105
| -0.7% | -$10.9K | 0.05% | 66 |
|
|
2021
Q3 | $1.72M | Hold |
15,808
| – | – | 0.3% | 58 |
|
|
2021
Q2 | $1.69M | Buy |
15,808
+100
| +0.6% | +$10.7K | 0.31% | 58 |
|
|
2021
Q1 | $1.87M | Buy |
15,708
+826
| +6% | +$98.3K | 0.38% | 48 |
|
|
2020
Q4 | $1.69M | Buy |
14,882
+8,526
| +134% | +$971K | 0.39% | 45 |
|
|
2020
Q3 | $655K | Hold |
6,356
| – | – | 0.17% | 107 |
|
|
2020
Q2 | $620K | Hold |
6,356
| – | – | 0.18% | 106 |
|
|
2020
Q1 | $604K | Buy |
+6,356
| New | +$604K | 0.2% | 103 |
|
|
2019
Q4 | – | Sell |
-1,999
| Closed | -$207K | – | 203 |
|
|
2019
Q3 | $207K | Buy |
+1,999
| New | +$207K | 0.06% | 184 |
|