Longbow Finance’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,689
Closed -$5.23M 79
2025
Q1
$5.23M Buy
23,689
+8,532
+56% +$1.88M 0.63% 47
2024
Q4
$3.11M Buy
15,157
+718
+5% +$147K 0.34% 65
2024
Q3
$2.59M Buy
+14,439
New +$2.59M 0.28% 74
2023
Q4
Sell
-67,371
Closed -$7.61M 67
2023
Q3
$7.61M Sell
67,371
-240
-0.4% -$27.1K 0.92% 39
2023
Q2
$8.53M Sell
67,611
-45
-0.1% -$5.68K 0.99% 37
2023
Q1
$7.65M Sell
67,656
-27,804
-29% -$3.14M 0.96% 40
2022
Q4
$9.65M Buy
+95,460
New +$9.65M 1.3% 35