Geneva Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.29M | Buy |
+24,880
| New | +$4.29M | 1.7% | 23 |
|
2025
Q1 | – | Sell |
-27,981
| Closed | -$5.75M | – | 66 |
|
2024
Q4 | $5.75M | Sell |
27,981
-200
| -0.7% | -$41.1K | 2.33% | 14 |
|
2024
Q3 | $5.06M | Buy |
28,181
+5,460
| +24% | +$981K | 2.19% | 15 |
|
2024
Q2 | $3.39M | Buy |
22,721
+5,682
| +33% | +$847K | 1.39% | 28 |
|
2024
Q1 | $2.72M | Buy |
+17,039
| New | +$2.72M | 1.2% | 31 |
|
2020
Q1 | – | Sell |
-6,125
| Closed | -$708K | – | 60 |
|
2019
Q4 | $708K | Buy |
6,125
+2,885
| +89% | +$333K | 0.49% | 50 |
|
2019
Q3 | $336K | Buy |
+3,240
| New | +$336K | 0.26% | 55 |
|