First American Trust’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$202K Buy
2024
Q3
Sell
2024
Q2
$809K Buy
2024
Q1
$848K Buy
2023
Q4
$695K Buy
2023
Q3
$584K Sell
2023
Q2
$677K Buy
2023
Q1
$605K Sell
2022
Q4
$578K Sell
2022
Q3
$557K Sell
2022
Q2
$534K Sell
2022
Q1
$619K Buy
2014
Q1
Sell
2013
Q4
$354K Hold
2013
Q3
$303K Hold
2013
Q2
$262K Buy