Berkshire Asset 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 | $274K | Hold |
1,588
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $288K | Buy |
1,588
+92
| +6% | +$16.7K | 0.01% | 236 |
|
|
2024
Q4 | $312K | Sell |
1,496
-4
| -0.3% | -$835 | 0.01% | 238 |
|
|
2024
Q3 | $224K | Hold |
1,500
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $224K | Hold |
1,500
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $240K | Buy |
+1,500
| New | +$240K | 0.01% | 220 |
|
|
2023
Q2 | – | Sell |
-1,792
| Closed | -$203K | – | 232 |
|
|
2023
Q1 | $203K | Buy |
+1,792
| New | +$203K | 0.01% | 221 |
|