Court Place Advisors’s Fiserv FI Stock Holding History

Court Place Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Sell
2025 Q1	$1.58M	Buy
2024 Q4	$1.46M	Sell
2024 Q3	$1.3M	Sell
2024 Q2	$1.13M	Buy
2024 Q1	$1.09M	Sell
2023 Q4	$1.05M	Sell
2023 Q3	$969K	Buy
2023 Q2	$551K	Hold
2023 Q1	$494K	Hold
2022 Q4	$441K	Buy
2022 Q1	–	Sell
2021 Q4	$1.07M	Hold
2021 Q3	$1.12M	Hold
2021 Q2	$1.1M	Hold
2021 Q1	$1.23M	Hold
2020 Q4	$1.17M	Hold
2020 Q3	$1.06M	Hold
2020 Q2	$1.01M	Hold
2020 Q1	$980K	Sell
2019 Q4	$1.2M	Sell
2019 Q3	$1.12M	Hold
2019 Q2	$989K	Hold
2019 Q1	$958K	Sell
2018 Q4	$802K	Sell
2018 Q3	$933K	Hold
2018 Q2	$839K	Hold
2018 Q1	$808K	Hold
2017 Q4	$743K	Sell
2017 Q3	$767K	Sell
2017 Q2	$734K	Hold
2017 Q1	$692K	Hold
2016 Q4	$638K	Sell
2016 Q3	$636K	Hold
2016 Q2	$696K	Hold
2016 Q1	$656K	Hold
2015 Q4	$585K	Hold
2015 Q3	$554K	Sell
2015 Q2	$574K	Hold
2015 Q1	$550K	Hold
2014 Q4	$492K	Hold
2014 Q3	$448K	Hold
2014 Q2	$418K	Hold
2014 Q1	$393K	Hold
2013 Q4	$409K	Buy