Bull Street Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.48M | Sell |
31,785
-215
| -0.7% | -$37.1K | 2.63% | 10 |
|
2025
Q1 | $7.07M | Sell |
32,000
-160
| -0.5% | -$35.3K | 3.39% | 8 |
|
2024
Q4 | $6.61M | Hold |
32,160
| – | – | 3.18% | 9 |
|
2024
Q3 | $5.78M | Sell |
32,160
-150
| -0.5% | -$27K | 2.68% | 11 |
|
2024
Q2 | $4.82M | Hold |
32,310
| – | – | 2.32% | 11 |
|
2024
Q1 | $5.16M | Sell |
32,310
-210
| -0.6% | -$33.6K | 2.47% | 11 |
|
2023
Q4 | $4.32M | Hold |
32,520
| – | – | 2.19% | 14 |
|
2023
Q3 | $3.67M | Sell |
32,520
-75
| -0.2% | -$8.47K | 1.94% | 16 |
|
2023
Q2 | $4.11M | Sell |
32,595
-60
| -0.2% | -$7.57K | 2.11% | 14 |
|
2023
Q1 | $3.69M | Buy |
32,655
+40
| +0.1% | +$4.52K | 1.91% | 17 |
|
2022
Q4 | $3.3M | Hold |
32,615
| – | – | 1.71% | 22 |
|
2022
Q3 | $3.05M | Buy |
32,615
+50
| +0.2% | +$4.68K | 1.72% | 21 |
|
2022
Q2 | $2.9M | Hold |
32,565
| – | – | 1.55% | 23 |
|
2022
Q1 | $3.3M | Buy |
32,565
+60
| +0.2% | +$6.08K | 1.61% | 23 |
|
2021
Q4 | $3.37M | Hold |
32,505
| – | – | 1.61% | 21 |
|
2021
Q3 | $3.53M | Buy |
32,505
+115
| +0.4% | +$12.5K | 1.82% | 18 |
|
2021
Q2 | $3.46M | Hold |
32,390
| – | – | 1.85% | 16 |
|
2021
Q1 | $3.86M | Sell |
32,390
-195
| -0.6% | -$23.2K | 2.18% | 15 |
|
2020
Q4 | $3.71M | Buy |
32,585
+20
| +0.1% | +$2.28K | 2.24% | 15 |
|
2020
Q3 | $3.36M | Hold |
32,565
| – | – | 2.29% | 14 |
|
2020
Q2 | $3.18M | Sell |
32,565
-10
| -0% | -$976 | 2.45% | 13 |
|
2020
Q1 | $3.09M | Buy |
32,575
+9,790
| +43% | +$930K | 2.77% | 12 |
|
2019
Q4 | $2.64M | Sell |
22,785
-26
| -0.1% | -$3.01K | 2.31% | 12 |
|
2019
Q3 | $2.36M | Buy |
+22,811
| New | +$2.36M | 2.2% | 13 |
|