Cutter & Co Brokerage’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,685
| Closed | -$372K | – | 51 |
|
|
2025
Q1 | $372K | Sell |
1,685
-50
| -3% | -$11K | 0.09% | 117 |
|
|
2024
Q4 | $356K | Hold |
1,735
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $312K | Hold |
1,735
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $259K | Sell |
1,735
-43
| -2% | -$6.41K | 0.06% | 161 |
|
|
2024
Q1 | $284K | Hold |
1,778
| – | – | 0.07% | 148 |
|
|
2023
Q4 | $236K | Sell |
1,778
-42
| -2% | -$5.58K | 0.07% | 159 |
|
|
2023
Q3 | $206K | Sell |
1,820
-85
| -4% | -$9.6K | 0.06% | 182 |
|
|
2023
Q2 | $240K | Buy |
+1,905
| New | +$240K | 0.07% | 171 |
|
|
2016
Q3 | – | Sell |
-8,050
| Closed | -$438K | – | 256 |
|
|
2016
Q2 | $438K | Sell |
8,050
-350
| -4% | -$19K | 0.19% | 109 |
|
|
2016
Q1 | $431K | Sell |
8,400
-20
| -0.2% | -$1.03K | 0.2% | 108 |
|
|
2015
Q4 | $385K | Buy |
8,420
+740
| +10% | +$33.8K | 0.18% | 125 |
|
|
2015
Q3 | $333K | Sell |
7,680
-1,350
| -15% | -$58.5K | 0.16% | 126 |
|
|
2015
Q2 | $374K | Buy |
+9,030
| New | +$374K | 0.15% | 152 |
|