Hazlett, Burt & Watson’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
3,738
+1,720
| +85% | +$297K | 0.26% | 90 |
|
|
2025
Q1 | $444K | Buy |
2,018
+100
| +5% | +$22K | 0.2% | 107 |
|
|
2024
Q4 | $394K | Buy |
1,918
+740
| +63% | +$152K | 0.17% | 123 |
|
|
2024
Q3 | $212K | Hold |
1,178
| – | – | 0.1% | 191 |
|
|
2024
Q2 | $176K | Hold |
1,178
| – | – | 0.09% | 197 |
|
|
2024
Q1 | $189K | Sell |
1,178
-200
| -15% | -$32.1K | 0.11% | 175 |
|
|
2023
Q4 | $184K | Sell |
1,378
-1,240
| -47% | -$166K | 0.12% | 165 |
|
|
2023
Q3 | $297K | Hold |
2,618
| – | – | 0.22% | 97 |
|
|
2023
Q2 | $329K | Buy |
2,618
+8
| +0.3% | +$1.01K | 0.25% | 88 |
|
|
2023
Q1 | $296K | Hold |
2,610
| – | – | 0.24% | 90 |
|
|
2022
Q4 | $263K | Hold |
2,610
| – | – | 0.23% | 99 |
|
|
2022
Q3 | $244K | Hold |
2,610
| – | – | 0.24% | 92 |
|
|
2022
Q2 | $234K | Hold |
2,610
| – | – | 0.21% | 100 |
|
|
2022
Q1 | $265K | Buy |
+2,610
| New | +$265K | 0.21% | 103 |
|