Summit Global Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
12,652
+11,335
| +861% | +$1.95M | 0.13% | 106 |
|
|
2025
Q1 | $291K | Sell |
1,317
-1,500
| -53% | -$331K | 0.02% | 371 |
|
|
2024
Q4 | $579K | Buy |
2,817
+1,459
| +107% | +$300K | 0.04% | 325 |
|
|
2024
Q3 | $244K | Sell |
1,358
-11
| -0.8% | -$1.98K | 0.02% | 462 |
|
|
2024
Q2 | $204K | Sell |
1,369
-61
| -4% | -$9.09K | 0.01% | 477 |
|
|
2024
Q1 | $229K | Sell |
1,430
-4,110
| -74% | -$658K | 0.02% | 465 |
|
|
2023
Q4 | $736K | Sell |
5,540
-481
| -8% | -$63.9K | 0.05% | 275 |
|
|
2023
Q3 | $680K | Sell |
6,021
-53,724
| -90% | -$6.07M | 0.05% | 288 |
|
|
2023
Q2 | $7.54M | Sell |
59,745
-2,009
| -3% | -$253K | 0.5% | 52 |
|
|
2023
Q1 | $6.98M | Buy |
61,754
+3,817
| +7% | +$431K | 0.54% | 44 |
|
|
2022
Q4 | $5.86M | Sell |
57,937
-9,102
| -14% | -$920K | 0.49% | 60 |
|
|
2022
Q3 | $6.27M | Sell |
67,039
-766
| -1% | -$71.7K | 0.58% | 46 |
|
|
2022
Q2 | $6.03M | Sell |
67,805
-2,708
| -4% | -$241K | 0.53% | 45 |
|
|
2022
Q1 | $7.15M | Buy |
70,513
+9,971
| +16% | +$1.01M | 0.53% | 52 |
|
|
2021
Q4 | $6.28M | Buy |
60,542
+345
| +0.6% | +$35.8K | 0.4% | 61 |
|
|
2021
Q3 | $6.53M | Buy |
60,197
+1,168
| +2% | +$127K | 0.49% | 52 |
|
|
2021
Q2 | $6.31M | Buy |
59,029
+3,945
| +7% | +$422K | 0.38% | 55 |
|
|
2021
Q1 | $6.56M | Buy |
55,084
+11,277
| +26% | +$1.34M | 0.42% | 52 |
|
|
2020
Q4 | $4.99M | Sell |
43,807
-42,368
| -49% | -$4.82M | 0.5% | 48 |
|
|
2020
Q3 | $8.88M | Sell |
86,175
-2,012
| -2% | -$207K | 0.92% | 34 |
|
|
2020
Q2 | $8.61M | Sell |
88,187
-25,670
| -23% | -$2.51M | 0.99% | 34 |
|
|
2020
Q1 | $10.8M | Sell |
113,857
-11,782
| -9% | -$1.12M | 1.58% | 22 |
|
|
2019
Q4 | $14.5M | Buy |
125,639
+5,001
| +4% | +$578K | 1.58% | 15 |
|
|
2019
Q3 | $12.5M | Buy |
120,638
+69,947
| +138% | +$7.25M | 1.45% | 16 |
|
|
2019
Q2 | $4.62M | Sell |
50,691
-714
| -1% | -$65.1K | 0.58% | 60 |
|
|
2019
Q1 | $4.54M | Buy |
51,405
+8,370
| +19% | +$739K | 0.58% | 57 |
|
|
2018
Q4 | $3.16M | Buy |
43,035
+7,420
| +21% | +$545K | 0.49% | 69 |
|
|
2018
Q3 | $2.93M | Sell |
35,615
-923
| -3% | -$76K | 0.39% | 69 |
|
|
2018
Q2 | $2.71M | Sell |
36,538
-88,178
| -71% | -$6.53M | 0.41% | 67 |
|
|
2018
Q1 | $8.89M | Sell |
124,716
-68,876
| -36% | -$4.91M | 1.42% | 24 |
|
|
2017
Q4 | $12.7M | Sell |
193,592
-2,070
| -1% | -$136K | 1.97% | 9 |
|
|
2017
Q3 | $12.6M | Buy |
195,662
+104,292
| +114% | +$6.72M | 1.97% | 16 |
|
|
2017
Q2 | $5.59M | Buy |
91,370
+2,990
| +3% | +$183K | 1.67% | 17 |
|
|
2017
Q1 | $5.1M | Buy |
88,380
+6,748
| +8% | +$389K | 1.66% | 17 |
|
|
2016
Q4 | $4.34M | Buy |
+81,632
| New | +$4.34M | 1.58% | 18 |
|