Carnegie Investment Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.85M | Sell |
|
|||||
|
2025
Q2 | $10.8M | Buy |
|
|||||
|
2025
Q1 | $944K | Buy |
|
|||||
|
2024
Q4 | $805K | Buy |
|
|||||
|
2024
Q3 | $367K | Buy |
|
|||||
|
2024
Q2 | $288K | Sell |
|
|||||
|
2024
Q1 | $407K | Sell |
|
|||||
|
2023
Q4 | $347K | Sell |
|
|||||
|
2023
Q3 | $332K | Sell |
|
|||||
|
2023
Q2 | $390K | Buy |
|
|||||
|
2023
Q1 | $347K | Hold |
|
|||||
|
2022
Q4 | $310K | Sell |
|
|||||
|
2022
Q3 | $319K | Buy |
|
|||||
|
2022
Q2 | $301K | Sell |
|
|||||
|
2022
Q1 | $380K | Sell |
|
|||||
|
2021
Q4 | $424K | Buy |
|
|||||
|
2021
Q3 | $422K | Buy |
|
|||||
|
2021
Q2 | $353K | Hold |
|
|||||
|
2021
Q1 | $393K | Buy |
|
|||||
|
2020
Q4 | $359K | Buy |
|
|||||
|
2020
Q3 | $269K | Hold |
|
|||||
|
2020
Q2 | $254K | Hold |
|
|||||
|
2020
Q1 | $248K | Hold |
|
|||||
|
2019
Q4 | $301K | Hold |
|
|||||
|
2019
Q3 | $270K | Hold |
|
|||||
|
2019
Q2 | $238K | Sell |
|
|||||
|
2019
Q1 | $242K | Buy |
|