Frank Rimerman Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,952
-2,375
| -29% | -$409K | 0.07% | 207 |
|
|
2025
Q1 | $1.84M | Sell |
8,327
-578
| -6% | -$128K | 0.15% | 115 |
|
|
2024
Q4 | $1.83M | Buy |
8,905
+2,993
| +51% | +$615K | 0.13% | 117 |
|
|
2024
Q3 | $1.06M | Buy |
5,912
+37
| +0.6% | +$6.65K | 0.08% | 206 |
|
|
2024
Q2 | $876K | Buy |
5,875
+5,859
| +36,619% | +$873K | 0.06% | 239 |
|
|
2024
Q1 | $2.56K | Hold |
16
| – | – | ﹤0.01% | 265 |
|
|
2023
Q4 | $2.13K | Buy |
+16
| New | +$2.13K | ﹤0.01% | 262 |
|