Empirical Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
1,293
+183
| +16% | +$31.6K | 0.07% | 291 |
|
|
2025
Q1 | $245K | Sell |
1,110
-61,412
| -98% | -$13.6M | 0.08% | 277 |
|
|
2024
Q4 | $95K | Buy |
+62,522
| New | +$95K | 0.03% | 345 |
|
|
2024
Q2 | – | Sell |
-2,587
| Closed | -$413K | – | 367 |
|
|
2024
Q1 | $413K | Buy |
+2,587
| New | +$413K | 0.2% | 137 |
|
|
2023
Q3 | – | Sell |
-3,574
| Closed | -$451K | – | 174 |
|
|
2023
Q2 | $451K | Buy |
+3,574
| New | +$451K | 0.4% | 87 |
|