Toth Financial Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
130,864
+1,509
| +1% | +$260K | 2.63% | 2 |
|
|
2025
Q1 | $28.6M | Sell |
129,355
-4,540
| -3% | -$1M | 3.44% | 1 |
|
|
2024
Q4 | $27.5M | Sell |
133,895
-5,002
| -4% | -$1.03M | 3.24% | 1 |
|
|
2024
Q3 | $25M | Sell |
138,897
-1,260
| -0.9% | -$226K | 2.95% | 2 |
|
|
2024
Q2 | $20.9M | Sell |
140,157
-1,240
| -0.9% | -$185K | 2.66% | 3 |
|
|
2024
Q1 | $22.6M | Sell |
141,397
-1,095
| -0.8% | -$175K | 2.83% | 2 |
|
|
2023
Q4 | $18.9M | Buy |
142,492
+914
| +0.6% | +$121K | 2.57% | 2 |
|
|
2023
Q3 | $16M | Sell |
141,578
-4,453
| -3% | -$503K | 2.44% | 3 |
|
|
2023
Q2 | $18.4M | Buy |
146,031
+5,815
| +4% | +$734K | 2.66% | 3 |
|
|
2023
Q1 | $15.8M | Buy |
140,216
+673
| +0.5% | +$76.1K | 2.47% | 4 |
|
|
2022
Q4 | $14.1M | Buy |
139,543
+868
| +0.6% | +$87.7K | 2.29% | 3 |
|
|
2022
Q3 | $13M | Buy |
138,675
+4,858
| +4% | +$455K | 2.35% | 4 |
|
|
2022
Q2 | $11.9M | Buy |
133,817
+2,376
| +2% | +$211K | 2.07% | 5 |
|
|
2022
Q1 | $13.3M | Buy |
131,441
+5,666
| +5% | +$575K | 1.99% | 7 |
|
|
2021
Q4 | $13.1M | Sell |
125,775
-944
| -0.7% | -$98K | 1.78% | 10 |
|
|
2021
Q3 | $13.7M | Buy |
126,719
+2,423
| +2% | +$263K | 2.09% | 8 |
|
|
2021
Q2 | $13.3M | Sell |
124,296
-19
| -0% | -$2.03K | 2.03% | 9 |
|
|
2021
Q1 | $14.8M | Buy |
124,315
+2,258
| +2% | +$269K | 2.36% | 5 |
|
|
2020
Q4 | $13.9M | Sell |
122,057
-2,163
| -2% | -$246K | 2.38% | 7 |
|
|
2020
Q3 | $12.8M | Sell |
124,220
-218
| -0.2% | -$22.5K | 2.46% | 7 |
|
|
2020
Q2 | $12.1M | Sell |
124,438
-301
| -0.2% | -$29.4K | 2.63% | 5 |
|
|
2020
Q1 | $11.8M | Sell |
124,739
-2,456
| -2% | -$233K | 3.42% | 2 |
|
|
2019
Q4 | $14.7M | Sell |
127,195
-3,426
| -3% | -$396K | 2.98% | 1 |
|
|
2019
Q3 | $13.5M | Sell |
130,621
-6,865
| -5% | -$711K | 2.96% | 1 |
|
|
2019
Q2 | $12.5M | Buy |
137,486
+845
| +0.6% | +$77K | 2.8% | 3 |
|
|
2019
Q1 | $12.1M | Sell |
136,641
-1,388
| -1% | -$123K | 2.82% | 3 |
|
|
2018
Q4 | $10.1M | Sell |
138,029
-2,242
| -2% | -$165K | 2.77% | 2 |
|
|
2018
Q3 | $11.6M | Sell |
140,271
-4,045
| -3% | -$333K | 2.56% | 2 |
|
|
2018
Q2 | $10.7M | Buy |
144,316
+104
| +0.1% | +$7.71K | 2.51% | 3 |
|
|
2018
Q1 | $10.3M | Sell |
144,212
-5,506
| -4% | -$393K | 2.5% | 4 |
|
|
2017
Q4 | $9.82M | Sell |
149,718
-6,620
| -4% | -$434K | 2.33% | 4 |
|
|
2017
Q3 | $10.1M | Sell |
156,338
-6,490
| -4% | -$418K | 2.54% | 2 |
|
|
2017
Q2 | $9.96M | Sell |
162,828
-4,612
| -3% | -$282K | 2.6% | 2 |
|
|
2017
Q1 | $9.65M | Sell |
167,440
-2,076
| -1% | -$120K | 2.56% | 2 |
|
|
2016
Q4 | $9.01M | Sell |
169,516
-4,642
| -3% | -$247K | 2.59% | 3 |
|
|
2016
Q3 | $8.66M | Sell |
174,158
-4,590
| -3% | -$228K | 2.54% | 4 |
|
|
2016
Q2 | $9.72M | Sell |
178,748
-3,920
| -2% | -$213K | 2.96% | 1 |
|
|
2016
Q1 | $9.37M | Sell |
182,668
-5,828
| -3% | -$299K | 3.06% | 3 |
|
|
2015
Q4 | $8.62M | Sell |
188,496
-3,810
| -2% | -$174K | 2.85% | 4 |
|
|
2015
Q3 | $8.33M | Sell |
192,306
-2,862
| -1% | -$124K | 3.05% | 3 |
|
|
2015
Q2 | $8.08M | Sell |
195,168
-4,364
| -2% | -$181K | 2.7% | 3 |
|
|
2015
Q1 | $7.92M | Buy |
199,532
+4,096
| +2% | +$163K | 2.66% | 3 |
|
|
2014
Q4 | $6.94M | Buy |
195,436
+10,612
| +6% | +$377K | 2.4% | 5 |
|
|
2014
Q3 | $5.97M | Buy |
184,824
+3,686
| +2% | +$119K | 2.25% | 6 |
|
|
2014
Q2 | $5.46M | Buy |
181,138
+3,440
| +2% | +$104K | 2.08% | 11 |
|
|
2014
Q1 | $5.04M | Buy |
177,698
+3,480
| +2% | +$98.6K | 2.04% | 12 |
|
|
2013
Q4 | $5.14M | Buy |
174,218
+198
| +0.1% | +$5.85K | 2.18% | 11 |
|
|
2013
Q3 | $4.4M | Sell |
174,020
-680
| -0.4% | -$17.2K | 2.06% | 14 |
|
|
2013
Q2 | $3.82M | Buy |
+174,700
| New | +$3.82M | 1.88% | 19 |
|