Kovitz Investment Group Partners’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 | $144M | Buy |
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|
2025
Q1 | $152M | Sell |
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|
2024
Q4 | $147M | Buy |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $8.52M | Buy |
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|
2023
Q4 | $5.66M | Sell |
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|
2023
Q3 | $4.98M | Sell |
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|
2023
Q2 | $5.8M | Sell |
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|
2023
Q1 | $5.42M | Sell |
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|
2022
Q4 | $5.87M | Buy |
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|
2022
Q3 | $5.3M | Sell |
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|
2022
Q2 | $7.14M | Buy |
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|
2022
Q1 | $6.49M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.97M | Sell |
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|
2021
Q2 | $6.88M | Buy |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $200K | Buy |
|