OFI Invest Asset 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 | $3.27M | Sell |
22,267
-280
| -1% | -$41.1K | 0.08% | 109 |
|
|
2025
Q1 | $4.61M | Sell |
22,547
-898
| -4% | -$184K | 0.12% | 93 |
|
|
2024
Q4 | $4.65M | Buy |
+23,445
| New | +$4.65M | 0.11% | 101 |
|
|
2024
Q2 | $163K | Sell |
1,173
-146
| -11% | -$20.3K | ﹤0.01% | 258 |
|
|
2024
Q1 | $195K | Buy |
+1,319
| New | +$195K | 0.01% | 159 |
|
|
2023
Q4 | – | Sell |
-226
| Closed | -$24.1K | – | 292 |
|
|
2023
Q3 | $24.1K | Buy |
+226
| New | +$24.1K | ﹤0.01% | 252 |
|
|
2023
Q2 | – | Sell |
-162,763
| Closed | -$1.44M | – | 120 |
|
|
2023
Q1 | $1.44M | Buy |
+162,763
| New | +$1.44M | 0.01% | 115 |
|