NorthRock Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
6,386
+17
| +0.3% | +$2.93K | 0.03% | 221 |
|
|
2025
Q1 | $1.41M | Buy |
6,369
+82
| +1% | +$18.1K | 0.05% | 157 |
|
|
2024
Q4 | $1.29M | Sell |
6,287
-407
| -6% | -$83.6K | 0.04% | 168 |
|
|
2024
Q3 | $1.2M | Buy |
6,694
+133
| +2% | +$23.9K | 0.04% | 192 |
|
|
2024
Q2 | $978K | Buy |
6,561
+257
| +4% | +$38.3K | 0.04% | 196 |
|
|
2024
Q1 | $1.01M | Buy |
6,304
+146
| +2% | +$23.3K | 0.04% | 199 |
|
|
2023
Q4 | $818K | Buy |
6,158
+1,715
| +39% | +$228K | 0.03% | 219 |
|
|
2023
Q3 | $502K | Buy |
4,443
+350
| +9% | +$39.5K | 0.05% | 156 |
|
|
2023
Q2 | $516K | Sell |
4,093
-301
| -7% | -$38K | 0.06% | 131 |
|
|
2023
Q1 | $497K | Sell |
4,394
-672
| -13% | -$76K | 0.05% | 152 |
|
|
2022
Q4 | $512K | Buy |
5,066
+1,224
| +32% | +$124K | 0.06% | 154 |
|
|
2022
Q3 | $359K | Buy |
+3,842
| New | +$359K | 0.04% | 175 |
|
|
2022
Q2 | – | Sell |
-3,139
| Closed | -$318K | – | 321 |
|
|
2022
Q1 | $318K | Sell |
3,139
-43
| -1% | -$4.36K | 0.03% | 234 |
|
|
2021
Q4 | $330K | Buy |
+3,182
| New | +$330K | 0.02% | 226 |
|