Brown, Lisle/Cummings’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
21,944
-305
| -1% | -$52.6K | 1.01% | 26 |
|
|
2025
Q1 | $4.91M | Buy |
22,249
+98
| +0.4% | +$21.6K | 1.42% | 14 |
|
|
2024
Q4 | $4.55M | Sell |
22,151
-999
| -4% | -$205K | 1.36% | 15 |
|
|
2024
Q3 | $4.16M | Hold |
23,150
| – | – | 1.26% | 18 |
|
|
2024
Q2 | $3.45M | Hold |
23,150
| – | – | 1.12% | 22 |
|
|
2024
Q1 | $3.7M | Buy |
23,150
+50
| +0.2% | +$7.99K | 1.26% | 22 |
|
|
2023
Q4 | $3.07M | Sell |
23,100
-3,465
| -13% | -$460K | 1.14% | 23 |
|
|
2023
Q3 | $3M | Buy |
26,565
+315
| +1% | +$35.6K | 1.36% | 19 |
|
|
2023
Q2 | $3.31M | Sell |
26,250
-425
| -2% | -$53.6K | 1.48% | 16 |
|
|
2023
Q1 | $3.02M | Sell |
26,675
-1,285
| -5% | -$145K | 1.53% | 15 |
|
|
2022
Q4 | $2.83M | Buy |
27,960
+450
| +2% | +$45.5K | 1.52% | 15 |
|
|
2022
Q3 | $2.57M | Sell |
27,510
-350
| -1% | -$32.8K | 1.5% | 15 |
|
|
2022
Q2 | $2.48M | Sell |
27,860
-150
| -0.5% | -$13.3K | 1.37% | 17 |
|
|
2022
Q1 | $2.84M | Buy |
28,010
+2,615
| +10% | +$265K | 1.36% | 17 |
|
|
2021
Q4 | $2.64M | Buy |
+25,395
| New | +$2.64M | 1.32% | 16 |
|