Roundview Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
15,203
+404
| +3% | +$69.7K | 0.18% | 127 |
|
|
2025
Q1 | $3.27M | Sell |
14,799
-22
| -0.1% | -$4.86K | 0.24% | 97 |
|
|
2024
Q4 | $3.04M | Buy |
14,821
+611
| +4% | +$126K | 0.21% | 110 |
|
|
2024
Q3 | $2.55M | Buy |
14,210
+788
| +6% | +$142K | 0.18% | 121 |
|
|
2024
Q2 | $2M | Buy |
13,422
+291
| +2% | +$43.4K | 0.16% | 134 |
|
|
2024
Q1 | $2.1M | Buy |
13,131
+157
| +1% | +$25.1K | 0.17% | 128 |
|
|
2023
Q4 | $1.72M | Buy |
12,974
+9,587
| +283% | +$1.27M | 0.16% | 132 |
|
|
2023
Q3 | $383K | Hold |
3,387
| – | – | 0.04% | 254 |
|
|
2023
Q2 | $427K | Buy |
3,387
+42
| +1% | +$5.3K | 0.04% | 249 |
|
|
2023
Q1 | $378K | Buy |
3,345
+1,020
| +44% | +$115K | 0.04% | 261 |
|
|
2022
Q4 | $235K | Hold |
2,325
| – | – | 0.03% | 278 |
|
|
2022
Q3 | $218K | Buy |
+2,325
| New | +$218K | 0.03% | 265 |
|
|
2021
Q4 | – | Sell |
-5,418
| Closed | -$588K | – | 299 |
|
|
2021
Q3 | $588K | Buy |
5,418
+2,314
| +75% | +$251K | 0.06% | 224 |
|
|
2021
Q2 | $332K | Sell |
3,104
-1,199
| -28% | -$128K | 0.04% | 245 |
|
|
2021
Q1 | $512K | Buy |
+4,303
| New | +$512K | 0.06% | 218 |
|