Smith, Moore & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
6,743
-344
| -5% | -$59.3K | 0.1% | 180 |
|
|
2025
Q1 | $1.57M | Buy |
7,087
+150
| +2% | +$33.1K | 0.14% | 143 |
|
|
2024
Q4 | $1.42M | Buy |
6,937
+155
| +2% | +$31.8K | 0.13% | 145 |
|
|
2024
Q3 | $1.22M | Buy |
6,782
+150
| +2% | +$26.9K | 0.12% | 162 |
|
|
2024
Q2 | $988K | Buy |
6,632
+805
| +14% | +$120K | 0.1% | 175 |
|
|
2024
Q1 | $931K | Buy |
5,827
+300
| +5% | +$47.9K | 0.1% | 181 |
|
|
2023
Q4 | $734K | Buy |
5,527
+400
| +8% | +$53.1K | 0.09% | 197 |
|
|
2023
Q3 | $579K | Buy |
5,127
+147
| +3% | +$16.6K | 0.08% | 211 |
|
|
2023
Q2 | $628K | Buy |
4,980
+798
| +19% | +$101K | 0.08% | 213 |
|
|
2023
Q1 | $473K | Sell |
4,182
-100
| -2% | -$11.3K | 0.06% | 247 |
|
|
2022
Q4 | $433K | Buy |
4,282
+50
| +1% | +$5.05K | 0.06% | 255 |
|
|
2022
Q3 | $396K | Hold |
4,232
| – | – | 0.06% | 247 |
|
|
2022
Q2 | $377K | Buy |
4,232
+100
| +2% | +$8.91K | 0.06% | 262 |
|
|
2022
Q1 | $419K | Buy |
4,132
+47
| +1% | +$4.77K | 0.06% | 270 |
|
|
2021
Q4 | $424K | Buy |
4,085
+1,920
| +89% | +$199K | 0.06% | 262 |
|
|
2021
Q3 | $235K | Buy |
2,165
+100
| +5% | +$10.9K | 0.04% | 353 |
|
|
2021
Q2 | $221K | Buy |
2,065
+200
| +11% | +$21.4K | 0.03% | 363 |
|
|
2021
Q1 | $222K | Hold |
1,865
| – | – | 0.04% | 343 |
|
|
2020
Q4 | $212K | Buy |
+1,865
| New | +$212K | 0.04% | 319 |
|
|
2020
Q3 | – | Sell |
-2,365
| Closed | -$231K | – | 334 |
|
|
2020
Q2 | $231K | Buy |
2,365
+225
| +11% | +$22K | 0.05% | 274 |
|
|
2020
Q1 | $203K | Buy |
+2,140
| New | +$203K | 0.05% | 274 |
|