John G. Ullman & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
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|
2025
Q1 | $8.44M | Sell |
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|
2024
Q4 | $7.92M | Sell |
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|
2024
Q3 | $7.16M | Sell |
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|
2024
Q2 | $6.42M | Sell |
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|
2024
Q1 | $6.94M | Sell |
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|
2023
Q4 | $5.91M | Sell |
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|
2023
Q3 | $5.17M | Sell |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $5.31M | Sell |
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|
2022
Q4 | $4.92M | Sell |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $4.19M | Buy |
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|
2022
Q1 | $4.6M | Buy |
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|
2021
Q4 | $4.36M | Buy |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $438K | Buy |
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