Summit Securities Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Buy |
373
+368
| +7,360% | +$63.4K | 0.01% | 340 |
|
|
2025
Q1 | $1.1K | Buy |
5
+3
| +150% | +$662 | ﹤0.01% | 561 |
|
|
2024
Q4 | $411 | Buy |
+2
| New | +$411 | ﹤0.01% | 437 |
|
|
2023
Q3 | – | Sell |
-806
| Closed | -$102K | – | 561 |
|
|
2023
Q2 | $102K | Buy |
806
+766
| +1,915% | +$96.9K | 0.01% | 186 |
|
|
2023
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 566 |
|
|
2022
Q4 | – | Sell |
-2,447
| Closed | -$229K | – | 976 |
|
|
2022
Q3 | $229K | Buy |
+2,447
| New | +$229K | 0.02% | 249 |
|
|
2022
Q2 | – | Sell |
-2,925
| Closed | -$297K | – | 788 |
|
|
2022
Q1 | $297K | Buy |
+2,925
| New | +$297K | 0.03% | 181 |
|
|
2017
Q3 | – | Sell |
-31,218
| Closed | -$1.91M | – | 159 |
|
|
2017
Q2 | $1.91M | Buy |
31,218
+9,762
| +45% | +$597K | 0.34% | 19 |
|
|
2017
Q1 | $1.24M | Sell |
21,456
-6,508
| -23% | -$375K | 0.36% | 48 |
|
|
2016
Q4 | $1.49M | Buy |
+27,964
| New | +$1.49M | 0.32% | 51 |
|
|
2016
Q3 | – | Sell |
-18,504
| Closed | -$1.01M | – | 162 |
|
|
2016
Q2 | $1.01M | Sell |
18,504
-41,934
| -69% | -$2.28M | 0.54% | 41 |
|
|
2016
Q1 | $3.1M | Buy |
+60,438
| New | +$3.1M | 2.17% | 9 |
|