Lederer & Associates Investment Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
9,512
+1,743
| +22% | +$301K | 1.09% | 31 |
|
|
2025
Q1 | $1.72M | Buy |
7,769
+737
| +10% | +$163K | 1.26% | 26 |
|
|
2024
Q4 | $1.45M | Sell |
7,032
-1,188
| -14% | -$244K | 1.01% | 36 |
|
|
2024
Q3 | $1.48M | Sell |
8,220
-152
| -2% | -$27.3K | 1.04% | 33 |
|
|
2024
Q2 | $1.25M | Sell |
8,372
-400
| -5% | -$59.6K | 0.9% | 39 |
|
|
2024
Q1 | $1.4M | Sell |
8,772
-117
| -1% | -$18.7K | 0.97% | 35 |
|
|
2023
Q4 | $1.18M | Sell |
8,889
-152
| -2% | -$20.2K | 0.87% | 41 |
|
|
2023
Q3 | $1.02M | Sell |
9,041
-311
| -3% | -$35.1K | 0.81% | 45 |
|
|
2023
Q2 | $1.18M | Sell |
9,352
-269
| -3% | -$33.9K | 0.89% | 42 |
|
|
2023
Q1 | $1.09M | Sell |
9,621
-31
| -0.3% | -$3.5K | 0.84% | 46 |
|
|
2022
Q4 | $976K | Sell |
9,652
-309
| -3% | -$31.2K | 0.8% | 47 |
|
|
2022
Q3 | $932K | Sell |
9,961
-91
| -0.9% | -$8.51K | 0.79% | 49 |
|
|
2022
Q2 | $894K | Sell |
10,052
-59
| -0.6% | -$5.25K | 0.69% | 59 |
|
|
2022
Q1 | $1.03M | Sell |
10,111
-440
| -4% | -$44.6K | 0.63% | 58 |
|
|
2021
Q4 | $1.1M | Sell |
10,551
-2,196
| -17% | -$228K | 0.63% | 55 |
|
|
2021
Q3 | $1.38M | Sell |
12,747
-40
| -0.3% | -$4.34K | 0.89% | 42 |
|
|
2021
Q2 | $1.37M | Buy |
12,787
+490
| +4% | +$52.4K | 0.91% | 43 |
|
|
2021
Q1 | $1.46M | Buy |
12,297
+297
| +2% | +$35.4K | 1.03% | 39 |
|
|
2020
Q4 | $1.37M | Buy |
12,000
+495
| +4% | +$56.3K | 1.05% | 39 |
|
|
2020
Q3 | $1.19M | Buy |
11,505
+5,935
| +107% | +$612K | 0.99% | 40 |
|
|
2020
Q2 | $544K | Buy |
+5,570
| New | +$544K | 0.51% | 57 |
|