D.B. Root & Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
2,894
+637
| +28% | +$110K | 0.15% | 105 |
|
|
2025
Q1 | $498K | Sell |
2,257
-60
| -3% | -$13.3K | 0.16% | 101 |
|
|
2024
Q4 | $476K | Sell |
2,317
-394
| -15% | -$80.9K | 0.15% | 103 |
|
|
2024
Q3 | $487K | Sell |
2,711
-917
| -25% | -$165K | 0.16% | 100 |
|
|
2024
Q2 | $541K | Buy |
+3,628
| New | +$541K | 0.18% | 97 |
|