Wright Investors Service’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 |
-3,068
| Closed | -$678K | – | 146 |
|
|
2025
Q1 | $678K | Buy |
3,068
+255
| +9% | +$56.3K | 0.22% | 90 |
|
|
2024
Q4 | $578K | Sell |
2,813
-251
| -8% | -$51.6K | 0.19% | 99 |
|
|
2024
Q3 | $550K | Sell |
3,064
-3,111
| -50% | -$559K | 0.14% | 123 |
|
|
2024
Q2 | $920K | Buy |
6,175
+3,054
| +98% | +$455K | 0.24% | 101 |
|
|
2024
Q1 | $499K | Sell |
3,121
-90
| -3% | -$14.4K | 0.13% | 129 |
|
|
2023
Q4 | $427K | Sell |
3,211
-21
| -0.6% | -$2.79K | 0.12% | 128 |
|
|
2023
Q3 | $365K | Sell |
3,232
-3,180
| -50% | -$359K | 0.11% | 131 |
|
|
2023
Q2 | $809K | Sell |
6,412
-406
| -6% | -$51.2K | 0.23% | 106 |
|
|
2023
Q1 | $771K | Buy |
6,818
+39
| +0.6% | +$4.41K | 0.22% | 116 |
|
|
2022
Q4 | $685K | Hold |
6,779
| – | – | 0.2% | 115 |
|
|
2022
Q3 | $635K | Buy |
6,779
+2
| +0% | +$187 | 0.2% | 109 |
|
|
2022
Q2 | $603K | Buy |
+6,777
| New | +$603K | 0.17% | 117 |
|