Simon Quick Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
3,142
+380
| +14% | +$65.5K | 0.02% | 409 |
|
|
2025
Q1 | $610K | Buy |
2,762
+880
| +47% | +$194K | 0.03% | 259 |
|
|
2024
Q4 | $387K | Sell |
1,882
-224
| -11% | -$46K | 0.02% | 300 |
|
|
2024
Q3 | $378K | Buy |
+2,106
| New | +$378K | 0.02% | 275 |
|
|
2024
Q2 | – | Sell |
-3,505
| Closed | -$560K | – | 416 |
|
|
2024
Q1 | $560K | Buy |
+3,505
| New | +$560K | 0.04% | 187 |
|
|
2020
Q4 | – | Sell |
-950
| Closed | -$98K | – | 472 |
|
|
2020
Q3 | $98K | Hold |
950
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $93K | Hold |
950
| – | – | 0.04% | 130 |
|
|
2020
Q1 | $90K | Sell |
950
-52
| -5% | -$4.93K | 0.03% | 125 |
|
|
2019
Q4 | $116K | Buy |
1,002
+52
| +5% | +$6.02K | 0.04% | 128 |
|
|
2019
Q3 | $98K | Buy |
+950
| New | +$98K | 0.04% | 120 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$106K | – | 515 |
|
|
2019
Q1 | $106K | Hold |
1,200
| – | – | 0.04% | 112 |
|
|
2018
Q4 | $88K | Sell |
1,200
-34
| -3% | -$2.49K | 0.03% | 122 |
|
|
2018
Q3 | $102K | Hold |
1,234
| – | – | 0.04% | 114 |
|
|
2018
Q2 | $91K | Sell |
1,234
-1,200
| -49% | -$88.5K | 0.04% | 124 |
|
|
2018
Q1 | $174K | Buy |
2,434
+1,200
| +97% | +$85.8K | 0.07% | 95 |
|
|
2017
Q4 | $87K | Buy |
1,234
+34
| +3% | +$2.4K | 0.04% | 169 |
|
|
2017
Q3 | $77K | Buy |
+1,200
| New | +$77K | 0.03% | 220 |
|