ProVise Management Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
58,421
+2,667
| +5% | +$460K | 0.8% | 41 |
|
|
2025
Q1 | $12.3M | Sell |
55,754
-2,476
| -4% | -$547K | 1.04% | 32 |
|
|
2024
Q4 | $12M | Sell |
58,230
-987
| -2% | -$203K | 1.03% | 32 |
|
|
2024
Q3 | $10.6M | Buy |
59,217
+194
| +0.3% | +$34.9K | 0.84% | 37 |
|
|
2024
Q2 | $8.8M | Buy |
59,023
+238
| +0.4% | +$35.5K | 0.75% | 38 |
|
|
2024
Q1 | $9.4M | Buy |
58,785
+3,945
| +7% | +$630K | 0.81% | 37 |
|
|
2023
Q4 | $7.28M | Buy |
54,840
+119
| +0.2% | +$15.8K | 0.62% | 46 |
|
|
2023
Q3 | $6.18M | Buy |
54,721
+2,618
| +5% | +$296K | 0.57% | 50 |
|
|
2023
Q2 | $6.57M | Buy |
52,103
+1,229
| +2% | +$155K | 0.6% | 47 |
|
|
2023
Q1 | $5.75M | Sell |
50,874
-8,832
| -15% | -$998K | 0.55% | 54 |
|
|
2022
Q4 | $6.03M | Buy |
59,706
+7,074
| +13% | +$715K | 0.61% | 52 |
|
|
2022
Q3 | $4.93M | Buy |
52,632
+593
| +1% | +$55.5K | 0.55% | 52 |
|
|
2022
Q2 | $4.63M | Sell |
52,039
-681
| -1% | -$60.6K | 0.49% | 60 |
|
|
2022
Q1 | $5.35M | Buy |
52,720
+2,830
| +6% | +$287K | 0.5% | 53 |
|
|
2021
Q4 | $5.18M | Buy |
49,890
+21,820
| +78% | +$2.26M | 0.47% | 60 |
|
|
2021
Q3 | $3.05M | Buy |
28,070
+11,372
| +68% | +$1.23M | 0.3% | 95 |
|
|
2021
Q2 | $1.79M | Buy |
16,698
+3,170
| +23% | +$339K | 0.18% | 129 |
|
|
2021
Q1 | $1.61M | Buy |
+13,528
| New | +$1.61M | 0.17% | 129 |
|