DOHJ LLC’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 |
-3,929
| Closed | -$868K | – | 153 |
|
|
2025
Q1 | $868K | Sell |
3,929
-194
| -5% | -$42.8K | 0.2% | 94 |
|
|
2024
Q4 | $847K | Sell |
4,123
-246
| -6% | -$50.5K | 0.2% | 88 |
|
|
2024
Q3 | $797K | Buy |
4,369
+567
| +15% | +$103K | 0.19% | 98 |
|
|
2024
Q2 | $567K | Buy |
+3,802
| New | +$567K | 0.14% | 102 |
|
|
2021
Q3 | – | Sell |
-8,392
| Closed | -$897K | – | 105 |
|
|
2021
Q2 | $897K | Sell |
8,392
-1,101
| -12% | -$118K | 0.47% | 55 |
|
|
2021
Q1 | $1.13M | Buy |
+9,493
| New | +$1.13M | 0.66% | 42 |
|