Ellis Investment Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $553K | Sell |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $947K | Hold |
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|
2024
Q3 | $828K | Sell |
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|
2024
Q2 | $706K | Hold |
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|
2024
Q1 | $757K | Sell |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $456K | Hold |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $494K | Hold |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $540K | Sell |
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|
2021
Q2 | $543K | Hold |
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|
2021
Q1 | $605K | Buy |
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|
2020
Q4 | $567K | Hold |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $495K | Hold |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $575K | Hold |
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|
2019
Q3 | $513K | Hold |
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|
2019
Q2 | $460K | Hold |
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|
2019
Q1 | $444K | Hold |
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|
2018
Q4 | $365K | Buy |
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