Princeton Global 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 | $78.4K | Buy |
455
+55
| +14% | +$9.48K | 0.01% | 258 |
|
|
2025
Q1 | $88.3K | Sell |
400
-217
| -35% | -$47.9K | 0.02% | 239 |
|
|
2024
Q4 | $127K | Hold |
617
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $111K | Hold |
617
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $92K | Buy |
617
+17
| +3% | +$2.53K | 0.02% | 227 |
|
|
2024
Q1 | $95.9K | Sell |
600
-601
| -50% | -$96.1K | 0.02% | 202 |
|
|
2023
Q4 | $160K | Buy |
+1,201
| New | +$160K | 0.04% | 177 |
|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$239K | – | 586 |
|
|
2021
Q4 | $239K | Hold |
2,300
| – | – | 0.07% | 169 |
|
|
2021
Q3 | $250K | Hold |
2,300
| – | – | 0.08% | 162 |
|
|
2021
Q2 | $246K | Sell |
2,300
-8,525
| -79% | -$912K | 0.07% | 163 |
|
|
2021
Q1 | $1.29M | Buy |
10,825
+600
| +6% | +$71.4K | 0.42% | 69 |
|
|
2020
Q4 | $1.16M | Hold |
10,225
| – | – | 0.41% | 66 |
|
|
2020
Q3 | $1.05M | Sell |
10,225
-1,920
| -16% | -$198K | 0.43% | 65 |
|
|
2020
Q2 | $1.19M | Hold |
12,145
| – | – | 0.37% | 86 |
|
|
2020
Q1 | $1.15M | Buy |
12,145
+945
| +8% | +$89.8K | 0.51% | 65 |
|
|
2019
Q4 | $1.3K | Buy |
11,200
+750
| +7% | +$87 | 0.52% | 51 |
|
|
2019
Q3 | $1.08M | Sell |
10,450
-100
| -0.9% | -$10.3K | 0.61% | 45 |
|
|
2019
Q2 | $962K | Hold |
10,550
| – | – | 0.58% | 48 |
|
|
2019
Q1 | $931K | Buy |
10,550
+200
| +2% | +$17.6K | 0.64% | 44 |
|
|
2018
Q4 | $761K | Buy |
+10,350
| New | +$761K | 0.67% | 43 |
|