Hazlett, Burt & Watson’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$744K Buy
2025
Q2
$645K Buy
2025
Q1
$444K Buy
2024
Q4
$394K Buy
2024
Q3
$212K Hold
2024
Q2
$176K Hold
2024
Q1
$189K Sell
2023
Q4
$184K Sell
2023
Q3
$297K Hold
2023
Q2
$329K Buy
2023
Q1
$296K Hold
2022
Q4
$263K Hold
2022
Q3
$244K Hold
2022
Q2
$234K Hold
2022
Q1
$265K Buy