SimplyRich’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Hold	9,418	–	–	0.45%	54
2025 Q1	$2.08M	Hold	9,418	–	–	0.6%	37
2024 Q4	$1.93M	Hold	9,418	–	–	0.55%	37
2024 Q3	$1.69M	Hold	9,418	–	–	0.47%	51
2024 Q2	$1.4M	Hold	9,418	–	–	0.44%	52
2024 Q1	$1.51M	Hold	9,418	–	–	0.49%	50
2023 Q4	$1.25M	Sell	9,418 -32	-0.3%	-$4.25K	0.43%	55
2023 Q3	$1.07M	Hold	9,450	–	–	0.52%	54
2023 Q2	$1.19M	Hold	9,450	–	–	0.43%	61
2023 Q1	$1.07M	Hold	9,450	–	–	0.4%	65
2022 Q4	$955K	Hold	9,450	–	–	0.38%	71
2022 Q3	$884K	Hold	9,450	–	–	0.4%	66
2022 Q2	$840K	Hold	9,450	–	–	0.35%	76
2022 Q1	$958K	Sell	9,450 -100	-1%	-$10.1K	0.34%	78
2021 Q4	$991K	Hold	9,550	–	–	0.33%	79
2021 Q3	$1.04M	Hold	9,550	–	–	0.38%	69
2021 Q2	$1.02M	Hold	9,550	–	–	0.47%	64
2021 Q1	$1.14M	Hold	9,550	–	–	0.45%	59
2020 Q4	$1.09M	Hold	9,550	–	–	0.49%	49
2020 Q3	$984K	Hold	9,550	–	–	0.49%	49
2020 Q2	$926K	Hold	9,550	–	–	0.51%	48
2020 Q1	$939K	Hold	9,550	–	–	0.63%	44
2019 Q4	$1.1M	Hold	9,550	–	–	0.55%	46
2019 Q3	$980K	Hold	9,550	–	–	0.54%	49
2019 Q2	$871K	Buy	+9,550	New	+$871K	0.48%	56
2018 Q4	–	Sell	-9,550	Closed	-$787K	–	98
2018 Q3	$787K	Hold	9,550	–	–	0.43%	72
2018 Q2	$708K	Hold	9,550	–	–	0.41%	81
2018 Q1	$681K	Buy	+9,550	New	+$681K	0.38%	86