Proficio Capital Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
3,382
+870
| +35% | +$150K | 0.04% | 223 |
|
|
2025
Q1 | $555K | Buy |
2,512
+151
| +6% | +$33.3K | 0.04% | 197 |
|
|
2024
Q4 | $485K | Buy |
2,361
+775
| +49% | +$159K | 0.04% | 196 |
|
|
2024
Q3 | $285K | Sell |
1,586
-599
| -27% | -$108K | 0.03% | 222 |
|
|
2024
Q2 | $326K | Sell |
2,185
-49
| -2% | -$7.3K | 0.03% | 236 |
|
|
2024
Q1 | $357K | Buy |
2,234
+175
| +8% | +$28K | 0.04% | 215 |
|
|
2023
Q4 | $274K | Buy |
2,059
+47
| +2% | +$6.24K | 0.03% | 243 |
|
|
2023
Q3 | $227K | Buy |
2,012
+62
| +3% | +$7K | 0.03% | 266 |
|
|
2023
Q2 | $246K | Buy |
1,950
+94
| +5% | +$11.9K | 0.03% | 248 |
|
|
2023
Q1 | $210K | Sell |
1,856
-209
| -10% | -$23.6K | 0.03% | 269 |
|
|
2022
Q4 | $209K | Buy |
+2,065
| New | +$209K | 0.04% | 262 |
|
|
2022
Q1 | – | Sell |
-2,441
| Closed | -$253K | – | 302 |
|
|
2021
Q4 | $253K | Buy |
2,441
+52
| +2% | +$5.39K | 0.04% | 249 |
|
|
2021
Q3 | $259K | Sell |
2,389
-35
| -1% | -$3.79K | 0.03% | 237 |
|
|
2021
Q2 | $259K | Sell |
2,424
-74
| -3% | -$7.91K | 0.03% | 235 |
|
|
2021
Q1 | $297K | Buy |
2,498
+148
| +6% | +$17.6K | 0.04% | 193 |
|
|
2020
Q4 | $268K | Sell |
2,350
-333
| -12% | -$38K | 0.04% | 152 |
|
|
2020
Q3 | $273K | Buy |
2,683
+129
| +5% | +$13.1K | 0.05% | 138 |
|
|
2020
Q2 | $249K | Sell |
2,554
-4
| -0.2% | -$390 | 0.05% | 141 |
|
|
2020
Q1 | $247K | Buy |
+2,558
| New | +$247K | 0.06% | 128 |
|
|
2019
Q3 | – | Sell |
-597
| Closed | -$54K | – | 631 |
|
|
2019
Q2 | $54K | Buy |
597
+210
| +54% | +$19K | 0.02% | 343 |
|
|
2019
Q1 | $34K | Buy |
387
+200
| +107% | +$17.6K | 0.01% | 470 |
|
|
2018
Q4 | $14K | Hold |
187
| – | – | 0.01% | 643 |
|
|
2018
Q3 | $15K | Sell |
187
-7
| -4% | -$561 | ﹤0.01% | 685 |
|
|
2018
Q2 | $14K | Hold |
194
| – | – | 0.01% | 708 |
|
|
2018
Q1 | $14K | Buy |
194
+8
| +4% | +$577 | ﹤0.01% | 698 |
|
|
2017
Q4 | $12K | Buy |
186
+26
| +16% | +$1.68K | ﹤0.01% | 746 |
|
|
2017
Q3 | $10K | Hold |
160
| – | – | ﹤0.01% | 780 |
|
|
2017
Q2 | $10K | Sell |
160
-128
| -44% | -$8K | ﹤0.01% | 788 |
|
|
2017
Q1 | $18K | Buy |
288
+204
| +243% | +$12.8K | 0.01% | 645 |
|
|
2016
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 785 |
|
|
2016
Q3 | $4K | Sell |
84
-78
| -48% | -$3.71K | ﹤0.01% | 747 |
|
|
2016
Q2 | $9K | Buy |
162
+92
| +131% | +$5.11K | 0.01% | 582 |
|
|
2016
Q1 | $4K | Sell |
70
-24
| -26% | -$1.37K | ﹤0.01% | 561 |
|
|
2015
Q4 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 467 |
|