Baldwin Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
13,775
-125
| -0.9% | -$21.6K | 0.29% | 50 |
|
|
2025
Q1 | $3.07M | Sell |
13,900
-300
| -2% | -$66.2K | 0.37% | 33 |
|
|
2024
Q4 | $2.92M | Sell |
14,200
-7,145
| -33% | -$1.47M | 0.38% | 39 |
|
|
2024
Q3 | $3.83M | Sell |
21,345
-600
| -3% | -$108K | 0.48% | 32 |
|
|
2024
Q2 | $3.27M | Sell |
21,945
-25
| -0.1% | -$3.73K | 0.45% | 34 |
|
|
2024
Q1 | $3.51M | Sell |
21,970
-205
| -0.9% | -$32.8K | 0.48% | 32 |
|
|
2023
Q4 | $2.95M | Sell |
22,175
-650
| -3% | -$86.3K | 0.46% | 33 |
|
|
2023
Q3 | $2.58M | Sell |
22,825
-3,835
| -14% | -$433K | 0.43% | 34 |
|
|
2023
Q2 | $3.36M | Hold |
26,660
| – | – | 0.55% | 27 |
|
|
2023
Q1 | $3.01M | Sell |
26,660
-125
| -0.5% | -$14.1K | 0.53% | 31 |
|
|
2022
Q4 | $2.71M | Sell |
26,785
-71
| -0.3% | -$7.18K | 0.49% | 34 |
|
|
2022
Q3 | $2.51K | Sell |
26,856
-1,250
| -4% | -$117 | 0.51% | 29 |
|
|
2022
Q2 | $2.5K | Sell |
28,106
-7
| -0% | -$1 | 0.48% | 32 |
|
|
2022
Q1 | $2.85K | Sell |
28,113
-840
| -3% | -$85 | 0.43% | 35 |
|
|
2021
Q4 | $3.01K | Sell |
28,953
-2,048
| -7% | -$213 | 0.47% | 36 |
|
|
2021
Q3 | $3.36M | Sell |
31,001
-6,240
| -17% | -$677K | 0.59% | 32 |
|
|
2021
Q2 | $3.98M | Sell |
37,241
-2,017
| -5% | -$216K | 0.68% | 25 |
|
|
2021
Q1 | $4.67M | Buy |
39,258
+9,092
| +30% | +$1.08M | 0.85% | 11 |
|
|
2020
Q4 | $3.44M | Sell |
30,166
-1,100
| -4% | -$125K | 0.68% | 23 |
|
|
2020
Q3 | $3.22M | Buy |
31,266
+2,430
| +8% | +$250K | 0.75% | 22 |
|
|
2020
Q2 | $2.82M | Buy |
28,836
+800
| +3% | +$78.1K | 0.88% | 12 |
|
|
2020
Q1 | $2.66M | Sell |
28,036
-1,150
| -4% | -$109K | 0.92% | 10 |
|
|
2019
Q4 | $3.38M | Buy |
29,186
+1,287
| +5% | +$149K | 0.9% | 6 |
|
|
2019
Q3 | $2.89M | Buy |
27,899
+5,399
| +24% | +$559K | 0.84% | 10 |
|
|
2019
Q2 | $2.05M | Hold |
22,500
| – | – | 0.59% | 19 |
|
|
2019
Q1 | $1.99M | Sell |
22,500
-1,400
| -6% | -$124K | 0.6% | 21 |
|
|
2018
Q4 | $1.76M | Sell |
23,900
-500
| -2% | -$36.7K | 0.56% | 19 |
|
|
2018
Q3 | $2.01M | Sell |
24,400
-400
| -2% | -$33K | 0.58% | 19 |
|
|
2018
Q2 | $1.84M | Buy |
+24,800
| New | +$1.84M | 0.58% | 19 |
|