HEIP
Hudson Edge Investment Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Buy |
37,691
+7,747
| +26% | +$1.34M | 1.11% | 27 |
|
|
2025
Q1 | $6.61M | Sell |
29,944
-3,832
| -11% | -$846K | 1.34% | 19 |
|
|
2024
Q4 | $6.94M | Sell |
33,776
-3,480
| -9% | -$715K | 1.28% | 14 |
|
|
2024
Q3 | $6.69M | Sell |
37,256
-960
| -3% | -$172K | 1.24% | 16 |
|
|
2024
Q2 | $5.7M | Sell |
38,216
-839
| -2% | -$125K | 1.1% | 33 |
|
|
2024
Q1 | $6.24M | Sell |
39,055
-1,426
| -4% | -$228K | 1.22% | 27 |
|
|
2023
Q4 | $5.38M | Sell |
40,481
-7,005
| -15% | -$931K | 1.25% | 37 |
|
|
2023
Q3 | $5.36M | Buy |
47,486
+1,547
| +3% | +$175K | 1.75% | 24 |
|
|
2023
Q2 | $5.8M | Sell |
45,939
-1,300
| -3% | -$164K | 1.84% | 20 |
|
|
2023
Q1 | $5.34M | Sell |
47,239
-2,426
| -5% | -$274K | 1.66% | 35 |
|
|
2022
Q4 | $5.02M | Buy |
49,665
+245
| +0.5% | +$24.8K | 1.71% | 14 |
|
|
2022
Q3 | $4.62M | Sell |
49,420
-526
| -1% | -$49.2K | 1.72% | 13 |
|
|
2022
Q2 | $4.44M | Sell |
49,946
-1,890
| -4% | -$168K | 1.62% | 24 |
|
|
2022
Q1 | $5.26M | Buy |
51,836
+4,463
| +9% | +$453K | 1.66% | 17 |
|
|
2021
Q4 | $4.92M | Buy |
+47,373
| New | +$4.92M | 1.52% | 26 |
|