Tandem Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-31,645
| Closed | -$6.99M | – | 69 |
|
2025
Q1 | $6.99M | Sell |
31,645
-8,488
| -21% | -$1.87M | 0.24% | 33 |
|
2024
Q4 | $8.24M | Buy |
40,133
+336
| +0.8% | +$69K | 0.31% | 33 |
|
2024
Q3 | $7.15M | Sell |
39,797
-693
| -2% | -$125K | 0.27% | 35 |
|
2024
Q2 | $6.04M | Buy |
40,490
+2,875
| +8% | +$429K | 0.24% | 36 |
|
2024
Q1 | $6.01M | Sell |
37,615
-889
| -2% | -$142K | 0.23% | 37 |
|
2023
Q4 | $5.12M | Sell |
38,504
-2,603
| -6% | -$346K | 0.2% | 39 |
|
2023
Q3 | $4.64M | Buy |
41,107
+2,463
| +6% | +$278K | 0.2% | 40 |
|
2023
Q2 | $4.88M | Buy |
38,644
+723
| +2% | +$91.2K | 0.21% | 39 |
|
2023
Q1 | $4.29M | Sell |
37,921
-3,255
| -8% | -$368K | 0.21% | 42 |
|
2022
Q4 | $4.16M | Sell |
41,176
-1,964
| -5% | -$199K | 0.21% | 43 |
|
2022
Q3 | $4.04M | Sell |
43,140
-588
| -1% | -$55K | 0.23% | 41 |
|
2022
Q2 | $3.89M | Buy |
43,728
+732
| +2% | +$65.1K | 0.23% | 41 |
|
2022
Q1 | $4.36M | Buy |
42,996
+1,860
| +5% | +$189K | 0.27% | 36 |
|
2021
Q4 | $4.27M | Buy |
41,136
+4,799
| +13% | +$498K | 0.28% | 34 |
|
2021
Q3 | $3.94M | Buy |
36,337
+5,891
| +19% | +$639K | 0.32% | 31 |
|
2021
Q2 | $3.25M | Buy |
30,446
+11,885
| +64% | +$1.27M | 0.28% | 35 |
|
2021
Q1 | $2.21M | Buy |
18,561
+498
| +3% | +$59.3K | 0.21% | 37 |
|
2020
Q4 | $2.06M | Buy |
18,063
+851
| +5% | +$96.9K | 0.22% | 40 |
|
2020
Q3 | $1.77M | Buy |
17,212
+5,289
| +44% | +$545K | 0.22% | 41 |
|
2020
Q2 | $1.16M | Buy |
11,923
+498
| +4% | +$48.6K | 0.16% | 45 |
|
2020
Q1 | $1.09M | Buy |
11,425
+7,386
| +183% | +$701K | 0.16% | 46 |
|
2019
Q4 | $467K | Buy |
4,039
+1,735
| +75% | +$201K | 0.08% | 48 |
|
2019
Q3 | $239K | Sell |
2,304
-66
| -3% | -$6.85K | 0.04% | 54 |
|
2019
Q2 | $216K | Sell |
2,370
-1,645
| -41% | -$150K | 0.04% | 63 |
|
2019
Q1 | $354K | Sell |
4,015
-180
| -4% | -$15.9K | 0.08% | 51 |
|
2018
Q4 | $308K | Buy |
4,195
+141
| +3% | +$10.4K | 0.08% | 55 |
|
2018
Q3 | $334K | Buy |
4,054
+106
| +3% | +$8.73K | 0.09% | 48 |
|
2018
Q2 | $293K | Buy |
3,948
+4
| +0.1% | +$297 | 0.09% | 50 |
|
2018
Q1 | $281K | Buy |
3,944
+72
| +2% | +$5.13K | 0.09% | 50 |
|
2017
Q4 | $254K | Sell |
3,872
-234
| -6% | -$15.4K | 0.09% | 59 |
|
2017
Q3 | $265K | Sell |
4,106
-388
| -9% | -$25K | 0.1% | 53 |
|
2017
Q2 | $275K | Buy |
4,494
+846
| +23% | +$51.8K | 0.11% | 55 |
|
2017
Q1 | $210K | Buy |
+3,648
| New | +$210K | 0.09% | 54 |
|