Vista Capital Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
4,026
-10
| -0.2% | -$1.72K | 0.08% | 51 |
|
|
2025
Q1 | $891K | Buy |
4,036
+17
| +0.4% | +$3.75K | 0.11% | 32 |
|
|
2024
Q4 | $826K | Buy |
4,019
+14
| +0.3% | +$2.88K | 0.1% | 36 |
|
|
2024
Q3 | $719K | Sell |
4,005
-67
| -2% | -$12K | 0.08% | 43 |
|
|
2024
Q2 | $607K | Buy |
4,072
+72
| +2% | +$10.7K | 0.08% | 44 |
|
|
2024
Q1 | $639K | Hold |
4,000
| – | – | 0.08% | 34 |
|
|
2023
Q4 | $531K | Hold |
4,000
| – | – | 0.07% | 46 |
|
|
2023
Q3 | $452K | Hold |
4,000
| – | – | 0.07% | 45 |
|
|
2023
Q2 | $505K | Hold |
4,000
| – | – | 0.07% | 50 |
|
|
2023
Q1 | $452K | Hold |
4,000
| – | – | 0.07% | 51 |
|
|
2022
Q4 | $404K | Hold |
4,000
| – | – | 0.06% | 50 |
|
|
2022
Q3 | $374K | Sell |
4,000
-12
| -0.3% | -$1.12K | 0.06% | 48 |
|
|
2022
Q2 | $357K | Hold |
4,012
| – | – | 0.06% | 51 |
|
|
2022
Q1 | $407K | Hold |
4,012
| – | – | 0.05% | 55 |
|
|
2021
Q4 | $416K | Buy |
4,012
+5
| +0.1% | +$518 | 0.05% | 59 |
|
|
2021
Q3 | $435K | Hold |
4,007
| – | – | 0.06% | 48 |
|
|
2021
Q2 | $428K | Buy |
4,007
+7
| +0.2% | +$748 | 0.06% | 47 |
|
|
2021
Q1 | $476K | Buy |
4,000
+1,000
| +33% | +$119K | 0.07% | 42 |
|
|
2020
Q4 | $342K | Hold |
3,000
| – | – | 0.06% | 45 |
|
|
2020
Q3 | $309K | Buy |
+3,000
| New | +$309K | 0.06% | 46 |
|