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