Stansberry Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.4M | Sell |
83,624
-22,797
| -21% | -$3.93M | 1.58% | 18 |
|
2025
Q1 | $23.5M | Sell |
106,421
-690
| -0.6% | -$152K | 2.82% | 8 |
|
2024
Q4 | $22M | Buy |
107,111
+1,411
| +1% | +$290K | 2.86% | 6 |
|
2024
Q3 | $19M | Buy |
105,700
+1,722
| +2% | +$309K | 2.37% | 11 |
|
2024
Q2 | $15.5M | Buy |
103,978
+2,691
| +3% | +$401K | 2.03% | 9 |
|
2024
Q1 | $16.2M | Sell |
101,287
-17,038
| -14% | -$2.72M | 2.18% | 11 |
|
2023
Q4 | $15.7M | Sell |
118,325
-16,862
| -12% | -$2.24M | 2.61% | 8 |
|
2023
Q3 | $15.3M | Buy |
135,187
+5,541
| +4% | +$626K | 2.67% | 6 |
|
2023
Q2 | $16.4M | Buy |
129,646
+10,598
| +9% | +$1.34M | 2.99% | 8 |
|
2023
Q1 | $13.5M | Sell |
119,048
-4,560
| -4% | -$515K | 2.61% | 10 |
|
2022
Q4 | $12.4M | Sell |
123,608
-21
| -0% | -$2.11K | 2.57% | 14 |
|
2022
Q3 | $11.6M | Buy |
123,629
+6,164
| +5% | +$577K | 2.5% | 15 |
|
2022
Q2 | $10.5M | Buy |
117,465
+27,079
| +30% | +$2.41M | 2.22% | 16 |
|
2022
Q1 | $9.17M | Buy |
+90,386
| New | +$9.17M | 1.49% | 20 |
|