Cascade Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Hold |
3,454
| – | – | 0.42% | 55 |
|
|
2025
Q1 | $763K | Buy |
3,454
+21
| +0.6% | +$4.64K | 0.59% | 44 |
|
|
2024
Q4 | $705K | Sell |
3,433
-70
| -2% | -$14.4K | 0.5% | 53 |
|
|
2024
Q3 | $629K | Sell |
3,503
-280
| -7% | -$50.3K | 0.46% | 53 |
|
|
2024
Q2 | $564K | Sell |
3,783
-890
| -19% | -$133K | 0.44% | 53 |
|
|
2024
Q1 | $747K | Buy |
4,673
+32
| +0.7% | +$5.11K | 0.56% | 46 |
|
|
2023
Q4 | $617K | Hold |
4,641
| – | – | 0.5% | 50 |
|
|
2023
Q3 | $524K | Buy |
4,641
+24
| +0.5% | +$2.71K | 0.49% | 48 |
|
|
2023
Q2 | $582K | Buy |
4,617
+119
| +3% | +$15K | 0.53% | 47 |
|
|
2023
Q1 | $508K | Sell |
4,498
-75
| -2% | -$8.48K | 0.5% | 55 |
|
|
2022
Q4 | $462K | Buy |
+4,573
| New | +$462K | 0.48% | 61 |
|