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 |
|