Knollwood Investment Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
11,056
| – | – | 0.18% | 125 |
|
|
2025
Q1 | $2.44M | Hold |
11,056
| – | – | 0.27% | 96 |
|
|
2024
Q4 | $2.27M | Hold |
11,056
| – | – | 0.24% | 105 |
|
|
2024
Q3 | $1.99M | Hold |
11,056
| – | – | 0.21% | 117 |
|
|
2024
Q2 | $1.65M | Buy |
11,056
+2,006
| +22% | +$299K | 0.18% | 130 |
|
|
2024
Q1 | $1.45M | Hold |
9,050
| – | – | 0.26% | 71 |
|
|
2023
Q4 | $1.2M | Buy |
+9,050
| New | +$1.2M | 0.25% | 84 |
|