Okabena Investment Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
4,448
-1,552
| -26% | -$268K | 0.17% | 83 |
|
|
2025
Q1 | $1.32M | Buy |
6,000
+4,000
| +200% | +$883K | 0.33% | 57 |
|
|
2024
Q4 | $411K | Buy |
+2,000
| New | +$411K | 0.11% | 99 |
|
|
2024
Q3 | – | Sell |
-5,689
| Closed | -$848K | – | 113 |
|
|
2024
Q2 | $848K | Sell |
5,689
-1,546
| -21% | -$230K | 0.27% | 69 |
|
|
2024
Q1 | $1.16M | Sell |
7,235
-5,633
| -44% | -$900K | 0.39% | 63 |
|
|
2023
Q4 | $1.71M | Sell |
12,868
-3,526
| -22% | -$468K | 0.67% | 41 |
|
|
2023
Q3 | $1.85M | Sell |
16,394
-815
| -5% | -$92.1K | 1.44% | 18 |
|
|
2023
Q2 | $2.17M | Buy |
17,209
+4,353
| +34% | +$549K | 1.59% | 15 |
|
|
2023
Q1 | $1.26M | Sell |
12,856
-10,467
| -45% | -$1.03M | 0.88% | 33 |
|
|
2022
Q4 | $2.36M | Sell |
23,323
-171
| -0.7% | -$17.3K | 1.56% | 14 |
|
|
2022
Q3 | $2.2M | Buy |
23,494
+1,034
| +5% | +$96.7K | 1.06% | 31 |
|
|
2022
Q2 | $2M | Sell |
22,460
-804
| -3% | -$71.5K | 1.03% | 28 |
|
|
2022
Q1 | $2.36M | Buy |
23,264
+6,108
| +36% | +$619K | 1% | 27 |
|
|
2021
Q4 | $1.78M | Buy |
+17,156
| New | +$1.78M | 0.68% | 44 |
|