O'Shaughnessy Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $8.67M | Buy |
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|
2024
Q1 | $8.81M | Buy |
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|
2023
Q4 | $5.03M | Buy |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.7M | Buy |
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|
2023
Q1 | $3.01M | Buy |
|
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $886K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $945K | Buy |
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|
2020
Q3 | $710K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $100K | Buy |
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|
2019
Q3 | $5K | Buy |
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|
2019
Q2 | $5K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $6.87M | Sell |
|
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|
2016
Q1 | $10.1M | Sell |
|
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|
2015
Q4 | $9.44M | Buy |
|
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|
2015
Q3 | $8.16M | Buy |
|
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|
2015
Q2 | $2.72M | Buy |
|
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|
2015
Q1 | $368K | Buy |
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|
2014
Q4 | $152K | Buy |
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|
2014
Q3 | $7K | Sell |
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|
2014
Q2 | $12K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $29K | Hold |
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|
2013
Q2 | $25K | Buy |
|