Ritholtz Wealth 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 | $1.33M | Buy |
7,737
+810
| +12% | +$140K | 0.03% | 396 |
|
|
2025
Q1 | $1.53M | Buy |
6,927
+1,821
| +36% | +$402K | 0.05% | 303 |
|
|
2024
Q4 | $1.05M | Buy |
5,106
+994
| +24% | +$204K | 0.03% | 352 |
|
|
2024
Q3 | $739K | Buy |
4,112
+569
| +16% | +$102K | 0.02% | 450 |
|
|
2024
Q2 | $528K | Buy |
3,543
+19
| +0.5% | +$2.83K | 0.02% | 506 |
|
|
2024
Q1 | $563K | Buy |
3,524
+310
| +10% | +$49.5K | 0.02% | 497 |
|
|
2023
Q4 | $427K | Buy |
3,214
+230
| +8% | +$30.6K | 0.02% | 527 |
|
|
2023
Q3 | $337K | Sell |
2,984
-29
| -1% | -$3.28K | 0.02% | 530 |
|
|
2023
Q2 | $380K | Buy |
3,013
+336
| +13% | +$42.4K | 0.02% | 487 |
|
|
2023
Q1 | $303K | Buy |
+2,677
| New | +$303K | 0.02% | 517 |
|
|
2022
Q4 | – | Sell |
-11,965
| Closed | -$1.12M | – | 638 |
|
|
2022
Q3 | $1.12M | Buy |
+11,965
| New | +$1.12M | 0.06% | 219 |
|