Lummis Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Hold |
128
| – | – | 0.01% | 97 |
|
|
2025
Q1 | $28.3K | Hold |
128
| – | – | 0.02% | 93 |
|
|
2024
Q4 | $26.3K | Sell |
128
-1
| -0.8% | -$205 | 0.03% | 67 |
|
|
2024
Q3 | $23.2K | Hold |
129
| – | – | 0.03% | 76 |
|
|
2024
Q2 | $19.2K | Sell |
129
-5
| -4% | -$745 | 0.03% | 77 |
|
|
2024
Q1 | $21.4K | Hold |
134
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $17.8K | Buy |
+134
| New | +$17.8K | 0.01% | 106 |
|