Isthmus Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
1,408
-150
| -10% | -$25.9K | 0.03% | 203 |
|
|
2025
Q1 | $344K | Hold |
1,558
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $320K | Hold |
1,558
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $280K | Hold |
1,558
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $232K | Hold |
1,558
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $249K | Hold |
1,558
| – | – | 0.03% | 188 |
|
|
2023
Q4 | $207K | Buy |
+1,558
| New | +$207K | 0.03% | 193 |
|
|
2021
Q3 | – | Sell |
-858
| Closed | -$92K | – | 190 |
|
|
2021
Q2 | $92K | Buy |
+858
| New | +$92K | 0.02% | 172 |
|
|
2018
Q4 | – | Sell |
-898
| Closed | -$74K | – | 188 |
|
|
2018
Q3 | $74K | Hold |
898
| – | – | 0.02% | 160 |
|
|
2018
Q2 | $67K | Hold |
898
| – | – | 0.02% | 163 |
|
|
2018
Q1 | $64K | Sell |
898
-60
| -6% | -$4.28K | 0.02% | 165 |
|
|
2017
Q4 | $63K | Hold |
958
| – | – | 0.02% | 162 |
|
|
2017
Q3 | $62K | Hold |
958
| – | – | 0.02% | 164 |
|
|
2017
Q2 | $59K | Hold |
958
| – | – | 0.02% | 170 |
|
|
2017
Q1 | $55K | Hold |
958
| – | – | 0.02% | 174 |
|
|
2016
Q4 | $51K | Hold |
958
| – | – | 0.02% | 180 |
|
|
2016
Q3 | $48K | Hold |
958
| – | – | 0.02% | 171 |
|
|
2016
Q2 | $52K | Sell |
958
-30
| -3% | -$1.63K | 0.02% | 166 |
|
|
2016
Q1 | $51K | Sell |
988
-50
| -5% | -$2.58K | 0.02% | 168 |
|
|
2015
Q4 | $47K | Hold |
1,038
| – | – | 0.02% | 179 |
|
|
2015
Q3 | $45K | Sell |
1,038
-50
| -5% | -$2.17K | 0.02% | 182 |
|
|
2015
Q2 | $45K | Hold |
1,088
| – | – | 0.01% | 181 |
|
|
2015
Q1 | $43K | Hold |
1,088
| – | – | 0.01% | 182 |
|
|
2014
Q4 | $39K | Buy |
+1,088
| New | +$39K | 0.01% | 193 |
|