Savant 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 | $3.7M | Sell |
21,467
-6,574
| -23% | -$1.13M | 0.02% | 373 |
|
2025
Q1 | $6.19M | Sell |
28,041
-344
| -1% | -$76K | 0.04% | 235 |
|
2024
Q4 | $5.83M | Sell |
28,385
-3,886
| -12% | -$798K | 0.05% | 223 |
|
2024
Q3 | $5.8M | Buy |
32,271
+14,358
| +80% | +$2.58M | 0.05% | 202 |
|
2024
Q2 | $2.67M | Buy |
17,913
+567
| +3% | +$84.5K | 0.03% | 305 |
|
2024
Q1 | $2.77M | Buy |
17,346
+10,446
| +151% | +$1.67M | 0.03% | 277 |
|
2023
Q4 | $917K | Buy |
6,900
+774
| +13% | +$103K | 0.01% | 432 |
|
2023
Q3 | $692K | Buy |
6,126
+286
| +5% | +$32.3K | 0.01% | 467 |
|
2023
Q2 | $737K | Sell |
5,840
-32
| -0.5% | -$4.04K | 0.01% | 446 |
|
2023
Q1 | $664K | Buy |
5,872
+430
| +8% | +$48.6K | 0.01% | 406 |
|
2022
Q4 | $550K | Buy |
5,442
+226
| +4% | +$22.8K | 0.01% | 347 |
|
2022
Q3 | $488K | Sell |
5,216
-440
| -8% | -$41.2K | 0.02% | 344 |
|
2022
Q2 | $503K | Buy |
5,656
+3
| +0.1% | +$267 | 0.02% | 342 |
|
2022
Q1 | $573K | Sell |
5,653
-714
| -11% | -$72.4K | 0.02% | 334 |
|
2021
Q4 | $661K | Buy |
6,367
+434
| +7% | +$45.1K | 0.02% | 309 |
|
2021
Q3 | $644K | Buy |
5,933
+536
| +10% | +$58.2K | 0.02% | 282 |
|
2021
Q2 | $577K | Sell |
5,397
-3
| -0.1% | -$321 | 0.02% | 286 |
|
2021
Q1 | $643K | Sell |
5,400
-706
| -12% | -$84.1K | 0.03% | 250 |
|
2020
Q4 | $695K | Buy |
6,106
+30
| +0.5% | +$3.42K | 0.04% | 219 |
|
2020
Q3 | $626K | Sell |
6,076
-99
| -2% | -$10.2K | 0.04% | 223 |
|
2020
Q2 | $603K | Sell |
6,175
-180
| -3% | -$17.6K | 0.05% | 219 |
|
2020
Q1 | $604K | Buy |
6,355
+1,388
| +28% | +$132K | 0.06% | 205 |
|
2019
Q4 | $574K | Buy |
4,967
+1,123
| +29% | +$130K | 0.07% | 194 |
|
2019
Q3 | $398K | Buy |
3,844
+68
| +2% | +$7.04K | 0.06% | 223 |
|
2019
Q2 | $344K | Buy |
3,776
+60
| +2% | +$5.47K | 0.05% | 244 |
|
2019
Q1 | $328K | Hold |
3,716
| – | – | 0.06% | 208 |
|
2018
Q4 | $273K | Sell |
3,716
-320
| -8% | -$23.5K | 0.06% | 219 |
|
2018
Q3 | $332K | Sell |
4,036
-166
| -4% | -$13.7K | 0.06% | 216 |
|
2018
Q2 | $311K | Sell |
4,202
-18
| -0.4% | -$1.33K | 0.07% | 210 |
|
2018
Q1 | $301K | Buy |
4,220
+204
| +5% | +$14.6K | 0.06% | 216 |
|
2017
Q4 | $263K | Hold |
4,016
| – | – | 0.06% | 242 |
|
2017
Q3 | $259K | Hold |
4,016
| – | – | 0.06% | 231 |
|
2017
Q2 | $246K | Sell |
4,016
-260
| -6% | -$15.9K | 0.06% | 229 |
|
2017
Q1 | $247K | Buy |
4,276
+20
| +0.5% | +$1.16K | 0.06% | 224 |
|
2016
Q4 | $226K | Hold |
4,256
| – | – | 0.06% | 234 |
|
2016
Q3 | $212K | Sell |
4,256
-420
| -9% | -$20.9K | 0.06% | 234 |
|
2016
Q2 | $254K | Buy |
4,676
+120
| +3% | +$6.52K | 0.07% | 206 |
|
2016
Q1 | $234K | Buy |
4,556
+60
| +1% | +$3.08K | 0.07% | 200 |
|
2015
Q4 | $206K | Buy |
+4,496
| New | +$206K | 0.06% | 214 |
|