Ironwood Investment Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
45,207
+5,596
| +14% | +$965K | 1.2% | 20 |
|
|
2025
Q1 | $8.75M | Buy |
39,611
+525
| +1% | +$116K | 1.51% | 13 |
|
|
2024
Q4 | $8.03M | Sell |
39,086
-1,103
| -3% | -$227K | 1.37% | 15 |
|
|
2024
Q3 | $7.22M | Sell |
40,189
-126
| -0.3% | -$22.6K | 1.2% | 20 |
|
|
2024
Q2 | $6.01M | Buy |
40,315
+631
| +2% | +$94K | 1.07% | 25 |
|
|
2024
Q1 | $6.34M | Buy |
39,684
+956
| +2% | +$153K | 1.11% | 25 |
|
|
2023
Q4 | $5.14M | Buy |
38,728
+480
| +1% | +$63.8K | 0.96% | 31 |
|
|
2023
Q3 | $7.73M | Buy |
38,248
+633
| +2% | +$128K | 1.63% | 9 |
|
|
2023
Q2 | $4.75M | Buy |
37,615
+1,477
| +4% | +$186K | 1.07% | 32 |
|
|
2023
Q1 | $4.08M | Buy |
36,138
+1,108
| +3% | +$125K | 0.97% | 34 |
|
|
2022
Q4 | $3.54M | Buy |
35,030
+1,863
| +6% | +$188K | 0.86% | 40 |
|
|
2022
Q3 | $3.1M | Buy |
33,167
+4,299
| +15% | +$402K | 0.89% | 36 |
|
|
2022
Q2 | $2.57M | Buy |
28,868
+3,999
| +16% | +$356K | 0.72% | 46 |
|
|
2022
Q1 | $2.52M | Buy |
24,869
+8,540
| +52% | +$866K | 0.62% | 50 |
|
|
2021
Q4 | $1.69M | Buy |
+16,329
| New | +$1.69M | 0.39% | 65 |
|