Hoese & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.4K | Hold |
368
| – | – | 0.05% | 79 |
|
|
2025
Q1 | $81.3K | Sell |
368
-35
| -9% | -$7.73K | 0.07% | 50 |
|
|
2024
Q4 | $82.8K | Hold |
403
| – | – | 0.07% | 48 |
|
|
2024
Q3 | $72.4K | Hold |
403
| – | – | 0.06% | 56 |
|
|
2024
Q2 | $60.4K | Sell |
403
-45
| -10% | -$6.74K | 0.05% | 56 |
|
|
2024
Q1 | $66.9K | Sell |
448
-60
| -12% | -$8.96K | 0.06% | 50 |
|
|
2023
Q4 | $66.3K | Hold |
508
| – | – | 0.07% | 53 |
|
|
2023
Q3 | $57.4K | Sell |
508
-80
| -14% | -$9.04K | 0.06% | 59 |
|
|
2023
Q2 | $74.2K | Hold |
588
| – | – | 0.07% | 56 |
|
|
2023
Q1 | $67.7K | Hold |
588
| – | – | 0.08% | 61 |
|
|
2022
Q4 | $61K | Hold |
588
| – | – | 0.06% | 71 |
|
|
2022
Q3 | $55K | Hold |
588
| – | – | 0.07% | 70 |
|
|
2022
Q2 | $52K | Hold |
588
| – | – | 0.06% | 77 |
|
|
2022
Q1 | $60K | Hold |
588
| – | – | 0.06% | 76 |
|
|
2021
Q4 | $61K | Buy |
588
+128
| +28% | +$13.3K | 0.06% | 81 |
|
|
2021
Q3 | $50K | Hold |
460
| – | – | 0.05% | 88 |
|
|
2021
Q2 | $49K | Hold |
460
| – | – | 0.06% | 88 |
|
|
2021
Q1 | $55K | Buy |
+460
| New | +$55K | 0.07% | 75 |
|