Lafayette Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
2,288
-1,500
| -40% | -$259K | 0.08% | 111 |
|
|
2025
Q1 | $837K | Buy |
3,788
+189
| +5% | +$41.7K | 0.18% | 70 |
|
|
2024
Q4 | $739K | Hold |
3,599
| – | – | 0.16% | 73 |
|
|
2024
Q3 | $647K | Sell |
3,599
-275
| -7% | -$49.4K | 0.14% | 78 |
|
|
2024
Q2 | $577K | Sell |
3,874
-200
| -5% | -$29.8K | 0.13% | 79 |
|
|
2024
Q1 | $651K | Hold |
4,074
| – | – | 0.15% | 75 |
|
|
2023
Q4 | $541K | Hold |
4,074
| – | – | 0.13% | 80 |
|
|
2023
Q3 | $460K | Hold |
4,074
| – | – | 0.13% | 84 |
|
|
2023
Q2 | $514K | Hold |
4,074
| – | – | 0.14% | 79 |
|
|
2023
Q1 | $460K | Hold |
4,074
| – | – | 0.13% | 83 |
|
|
2022
Q4 | $412K | Hold |
4,074
| – | – | 0.12% | 87 |
|
|
2022
Q3 | $381K | Sell |
4,074
-1,050
| -20% | -$98.2K | 0.12% | 83 |
|
|
2022
Q2 | $456K | Sell |
5,124
-750
| -13% | -$66.7K | 0.13% | 81 |
|
|
2022
Q1 | $596K | Hold |
5,874
| – | – | 0.15% | 77 |
|
|
2021
Q4 | $610K | Sell |
5,874
-500
| -8% | -$51.9K | 0.15% | 75 |
|
|
2021
Q3 | $692K | Hold |
6,374
| – | – | 0.19% | 69 |
|
|
2021
Q2 | $681K | Buy |
+6,374
| New | +$681K | 0.19% | 68 |
|