Thomas Story & Son’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Sell |
46,971
-526
| -1% | -$90.7K | 3.11% | 14 |
|
|
2025
Q1 | $10.5M | Buy |
47,497
+1,527
| +3% | +$337K | 4.08% | 8 |
|
|
2024
Q4 | $9.44M | Sell |
45,970
-830
| -2% | -$170K | 3.96% | 10 |
|
|
2024
Q3 | $8.41M | Sell |
46,800
-15
| -0% | -$2.7K | 3.43% | 12 |
|
|
2024
Q2 | $6.98M | Buy |
46,815
+15,690
| +50% | +$2.34M | 3.01% | 12 |
|
|
2024
Q1 | $4.97M | Sell |
31,125
-25
| -0.1% | -$4K | 2.1% | 23 |
|
|
2023
Q4 | $4.14M | Buy |
31,150
+375
| +1% | +$49.8K | 1.94% | 21 |
|
|
2023
Q3 | $3.48M | Sell |
30,775
-1,625
| -5% | -$184K | 1.69% | 23 |
|
|
2023
Q2 | $4.09M | Buy |
32,400
+75
| +0.2% | +$9.46K | 1.87% | 21 |
|
|
2023
Q1 | $3.65M | Sell |
32,325
-100
| -0.3% | -$11.3K | 1.77% | 24 |
|
|
2022
Q4 | $3.28M | Sell |
32,425
-6,050
| -16% | -$611K | 1.67% | 25 |
|
|
2022
Q3 | $3.6M | Sell |
38,475
-2,625
| -6% | -$246K | 1.89% | 23 |
|
|
2022
Q2 | $3.66M | Sell |
41,100
-475
| -1% | -$42.3K | 1.74% | 24 |
|
|
2022
Q1 | $4.22M | Sell |
41,575
-1,450
| -3% | -$147K | 1.67% | 23 |
|
|
2021
Q4 | $4.47M | Buy |
43,025
+13,435
| +45% | +$1.39M | 1.74% | 23 |
|
|
2021
Q3 | $3.21M | Buy |
29,590
+155
| +0.5% | +$16.8K | 1.31% | 26 |
|
|
2021
Q2 | $3.15M | Sell |
29,435
-2,175
| -7% | -$232K | 1.17% | 27 |
|
|
2021
Q1 | $3.76M | Buy |
31,610
+190
| +0.6% | +$22.6K | 1.42% | 23 |
|
|
2020
Q4 | $3.58M | Buy |
+31,420
| New | +$3.58M | 1.45% | 25 |
|