Kovitz Investment Group Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144M | Buy |
833,225
+146,913
| +21% | +$25.3M | 0.61% | 37 |
|
|
2025
Q1 | $152M | Sell |
686,312
-27,938
| -4% | -$6.17M | 0.76% | 31 |
|
|
2024
Q4 | $147M | Buy |
714,250
+81,696
| +13% | +$16.8M | 0.72% | 36 |
|
|
2024
Q3 | $110M | Buy |
632,554
+561,377
| +789% | +$97.4M | 0.78% | 31 |
|
|
2024
Q2 | $10.6M | Buy |
71,177
+17,836
| +33% | +$2.66M | 0.09% | 170 |
|
|
2024
Q1 | $8.52M | Buy |
53,341
+10,729
| +25% | +$1.71M | 0.11% | 139 |
|
|
2023
Q4 | $5.66M | Sell |
42,612
-1,468
| -3% | -$195K | 0.09% | 134 |
|
|
2023
Q3 | $4.98M | Sell |
44,080
-1,896
| -4% | -$214K | 0.09% | 139 |
|
|
2023
Q2 | $5.8M | Sell |
45,976
-2,007
| -4% | -$253K | 0.09% | 122 |
|
|
2023
Q1 | $5.42M | Sell |
47,983
-10,047
| -17% | -$1.14M | 0.09% | 141 |
|
|
2022
Q4 | $5.87M | Buy |
58,030
+1,383
| +2% | +$140K | 0.12% | 129 |
|
|
2022
Q3 | $5.3M | Sell |
56,647
-23,665
| -29% | -$2.21M | 0.12% | 133 |
|
|
2022
Q2 | $7.15M | Buy |
80,312
+16,334
| +26% | +$1.45M | 0.16% | 98 |
|
|
2022
Q1 | $6.49M | Buy |
+63,978
| New | +$6.49M | 0.12% | 127 |
|
|
2021
Q4 | – | Sell |
-64,274
| Closed | -$6.97M | – | 416 |
|
|
2021
Q3 | $6.97M | Sell |
64,274
-80
| -0.1% | -$8.68K | 0.14% | 105 |
|
|
2021
Q2 | $6.88M | Buy |
64,354
+43,320
| +206% | +$4.63M | 0.14% | 113 |
|
|
2021
Q1 | $2.5M | Buy |
+21,034
| New | +$2.5M | 0.06% | 200 |
|
|
2020
Q4 | – | Sell |
-11,267
| Closed | -$1.16M | – | 396 |
|
|
2020
Q3 | $1.16M | Buy |
+11,267
| New | +$1.16M | 0.03% | 246 |
|
|
2016
Q2 | – | Sell |
-1,950
| Closed | -$200K | – | 125 |
|
|
2016
Q1 | $200K | Buy |
+1,950
| New | +$200K | 0.01% | 122 |
|