Santori & Peters Inc’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
2,514
-9
| -0.4% | -$1.55K | 0.16% | 46 |
|
|
2025
Q1 | $557K | Sell |
2,523
-517
| -17% | -$114K | 0.22% | 37 |
|
|
2024
Q4 | $624K | Hold |
3,040
| – | – | 0.24% | 35 |
|
|
2024
Q3 | $546K | Buy |
3,040
+9
| +0.3% | +$1.62K | 0.22% | 37 |
|
|
2024
Q2 | $452K | Sell |
3,031
-217
| -7% | -$32.3K | 0.19% | 37 |
|
|
2024
Q1 | $519K | Sell |
3,248
-546
| -14% | -$87.3K | 0.22% | 31 |
|
|
2023
Q4 | $504K | Hold |
3,794
| – | – | 0.24% | 31 |
|
|
2023
Q3 | $429K | Hold |
3,794
| – | – | 0.23% | 36 |
|
|
2023
Q2 | $479K | Sell |
3,794
-7
| -0.2% | -$883 | 0.24% | 31 |
|
|
2023
Q1 | $430K | Sell |
3,801
-630
| -14% | -$71.2K | 0.23% | 33 |
|
|
2022
Q4 | $448K | Hold |
4,431
| – | – | 0.26% | 29 |
|
|
2022
Q3 | $414K | Hold |
4,431
| – | – | 0.28% | 32 |
|
|
2022
Q2 | $394K | Sell |
4,431
-11
| -0.2% | -$978 | 0.25% | 34 |
|
|
2022
Q1 | $450K | Sell |
4,442
-465
| -9% | -$47.1K | 0.25% | 34 |
|
|
2021
Q4 | $509K | Hold |
4,907
| – | – | 0.27% | 31 |
|
|
2021
Q3 | $532K | Hold |
4,907
| – | – | 0.3% | 33 |
|
|
2021
Q2 | $524K | Hold |
4,907
| – | – | 0.3% | 32 |
|
|
2021
Q1 | $584K | Buy |
4,907
+14
| +0.3% | +$1.67K | 0.35% | 31 |
|
|
2020
Q4 | $571K | Sell |
4,893
-1,056
| -18% | -$123K | 0.32% | 37 |
|
|
2020
Q3 | $613K | Hold |
5,949
| – | – | 0.41% | 31 |
|
|
2020
Q2 | $580K | Hold |
5,949
| – | – | 0.45% | 27 |
|
|
2020
Q1 | $565K | Sell |
5,949
-1,687
| -22% | -$160K | 0.49% | 28 |
|
|
2019
Q4 | $882K | Buy |
+7,636
| New | +$882K | 0.58% | 23 |
|