Harbour Trust & Investment 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
$296K Hold
1,714
0.03% 134
2025
Q1
$379K Hold
1,714
0.05% 121
2024
Q4
$352K Hold
1,714
0.04% 125
2024
Q3
$308K Sell
1,714
-14
-0.8% -$2.52K 0.04% 133
2024
Q2
$258K Buy
1,728
+14
+0.8% +$2.09K 0.03% 143
2024
Q1
$274K Hold
1,714
0.03% 146
2023
Q4
$228K Buy
+1,714
New +$228K 0.03% 154