SFE Investment Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
37,529
+7,960
| +27% | +$1.37M | 1.14% | 32 |
|
|
2025
Q1 | $6.53M | Sell |
29,569
-2,582
| -8% | -$570K | 1.3% | 28 |
|
|
2024
Q4 | $6.6M | Sell |
32,151
-1,338
| -4% | -$275K | 1.4% | 24 |
|
|
2024
Q3 | $6.02M | Buy |
33,489
+152
| +0.5% | +$27.3K | 1.25% | 32 |
|
|
2024
Q2 | $4.97M | Sell |
33,337
-979
| -3% | -$146K | 1.1% | 35 |
|
|
2024
Q1 | $5.48M | Buy |
34,316
+972
| +3% | +$155K | 1.24% | 29 |
|
|
2023
Q4 | $4.43M | Sell |
33,344
-1,667
| -5% | -$221K | 1.15% | 33 |
|
|
2023
Q3 | $3.95M | Sell |
35,011
-4,469
| -11% | -$505K | 1.15% | 37 |
|
|
2023
Q2 | $4.98M | Sell |
39,480
-10,111
| -20% | -$1.28M | 1.41% | 22 |
|
|
2023
Q1 | $5.91M | Sell |
49,591
-7,146
| -13% | -$852K | 1.83% | 18 |
|
|
2022
Q4 | $5.8M | Sell |
56,737
-15,896
| -22% | -$1.62M | 1.8% | 17 |
|
|
2022
Q3 | $6.8M | Sell |
72,633
-2,943
| -4% | -$275K | 2.14% | 13 |
|
|
2022
Q2 | $6.72M | Buy |
75,576
+639
| +0.9% | +$56.9K | 2% | 13 |
|
|
2022
Q1 | $7.6M | Buy |
74,937
+18,931
| +34% | +$1.92M | 1.92% | 14 |
|
|
2021
Q4 | $5.81M | Sell |
56,006
-7,154
| -11% | -$743K | 1.49% | 25 |
|
|
2021
Q3 | $6.85M | Buy |
63,160
+10,749
| +21% | +$1.17M | 1.92% | 17 |
|
|
2021
Q2 | $5.6M | Buy |
52,411
+22,159
| +73% | +$2.37M | 1.54% | 24 |
|
|
2021
Q1 | $3.6M | Buy |
30,252
+19,062
| +170% | +$2.27M | 1.05% | 38 |
|
|
2020
Q4 | $1.27M | Buy |
+11,190
| New | +$1.27M | 0.4% | 65 |
|