Orion Portfolio Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.4M | Sell |
56,254
-369,082
| -87% | -$81.5M | 0.12% | 147 |
|
|
2024
Q4 | $179M | Buy |
425,336
+384,263
| +936% | +$162M | 1.79% | 4 |
|
|
2024
Q3 | $7.38M | Sell |
41,073
-4,935
| -11% | -$887K | 0.07% | 260 |
|
|
2024
Q2 | $6.86M | Sell |
46,008
-3,200
| -7% | -$477K | 0.07% | 248 |
|
|
2024
Q1 | $7.86M | Sell |
49,208
-7,318
| -13% | -$1.17M | 0.08% | 239 |
|
|
2023
Q4 | $7.64M | Buy |
56,526
+343
| +0.6% | +$46.4K | 0.09% | 222 |
|
|
2023
Q3 | $6.35M | Sell |
56,183
-7,710
| -12% | -$871K | 0.08% | 250 |
|
|
2023
Q2 | $8.06M | Sell |
63,893
-1,648
| -3% | -$208K | 0.09% | 230 |
|
|
2023
Q1 | $7.41M | Buy |
65,541
+59,269
| +945% | +$6.7M | 0.09% | 197 |
|
|
2022
Q4 | $634K | Buy |
6,272
+585
| +10% | +$59.1K | 0.02% | 426 |
|
|
2022
Q3 | $532K | Buy |
5,687
+519
| +10% | +$48.6K | 0.02% | 408 |
|
|
2022
Q2 | $460K | Sell |
5,168
-35
| -0.7% | -$3.12K | 0.02% | 423 |
|
|
2022
Q1 | $528K | Buy |
5,203
+1,079
| +26% | +$109K | 0.02% | 406 |
|
|
2021
Q4 | $428K | Buy |
4,124
+503
| +14% | +$52.2K | 0.01% | 464 |
|
|
2021
Q3 | $393K | Buy |
3,621
+565
| +18% | +$61.3K | 0.01% | 453 |
|
|
2021
Q2 | $327K | Buy |
3,056
+96
| +3% | +$10.3K | 0.01% | 465 |
|
|
2021
Q1 | $352K | Buy |
2,960
+316
| +12% | +$37.6K | 0.02% | 396 |
|
|
2020
Q4 | $301K | Buy |
2,644
+564
| +27% | +$64.2K | 0.01% | 394 |
|
|
2020
Q3 | $214K | Sell |
2,080
-190
| -8% | -$19.5K | 0.01% | 411 |
|
|
2020
Q2 | $222K | Buy |
2,270
+171
| +8% | +$16.7K | 0.01% | 382 |
|
|
2020
Q1 | $199K | Buy |
2,099
+686
| +49% | +$65K | 0.01% | 318 |
|
|
2019
Q4 | $163K | Buy |
+1,413
| New | +$163K | 0.01% | 340 |
|