Simplicity Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.34M | Buy |
17,620
+9,535
| +118% | +$1.27M | 0.06% | 274 |
|
|
2023
Q3 | $913K | Sell |
8,085
-1,108
| -12% | -$125K | 0.03% | 436 |
|
|
2023
Q2 | $1.16M | Sell |
9,193
-121
| -1% | -$15.3K | 0.03% | 431 |
|
|
2023
Q1 | $1.05M | Buy |
9,314
+4,823
| +107% | +$545K | 0.03% | 472 |
|
|
2022
Q4 | $454K | Buy |
4,491
+332
| +8% | +$33.6K | 0.06% | 369 |
|
|
2022
Q3 | $389K | Buy |
4,159
+908
| +28% | +$84.9K | 0.06% | 375 |
|
|
2022
Q2 | $289K | Buy |
3,251
+499
| +18% | +$44.4K | 0.04% | 449 |
|
|
2022
Q1 | $279K | Sell |
2,752
-4,270
| -61% | -$433K | 0.03% | 474 |
|
|
2021
Q4 | $728K | Buy |
7,022
+3,186
| +83% | +$330K | 0.08% | 293 |
|
|
2021
Q3 | $416K | Buy |
3,836
+1,033
| +37% | +$112K | 0.06% | 322 |
|
|
2021
Q2 | $300K | Buy |
2,803
+400
| +17% | +$42.8K | 0.06% | 380 |
|
|
2021
Q1 | $286K | Sell |
2,403
-39,326
| -94% | -$4.68M | 0.06% | 352 |
|
|
2020
Q4 | $4.75M | Buy |
41,729
+4,926
| +13% | +$561K | 0.07% | 232 |
|
|
2020
Q3 | $3.79M | Buy |
36,803
+12,234
| +50% | +$1.26M | 0.07% | 231 |
|
|
2020
Q2 | $2.4M | Buy |
24,569
+7,990
| +48% | +$780K | 0.05% | 275 |
|
|
2020
Q1 | $1.58M | Buy |
+16,579
| New | +$1.58M | 0.05% | 254 |
|
|
2019
Q2 | – | Sell |
-4,916
| Closed | -$434K | – | 721 |
|
|
2019
Q1 | $434K | Sell |
4,916
-167
| -3% | -$14.7K | 0.03% | 444 |
|
|
2018
Q4 | $373K | Buy |
+5,083
| New | +$373K | 0.05% | 379 |
|
|
2016
Q1 | – | Sell |
-5,236
| Closed | -$239K | – | 296 |
|
|
2015
Q4 | $239K | Buy |
+5,236
| New | +$239K | 0.03% | 569 |
|