Marquette 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 | – | Sell |
-1,690
| Closed | -$373K | – | 139 |
|
|
2025
Q1 | $373K | Hold |
1,690
| – | – | 0.07% | 38 |
|
|
2024
Q4 | $347K | Hold |
1,690
| – | – | 0.06% | 53 |
|
|
2024
Q3 | $304K | Buy |
+1,690
| New | +$304K | 0.05% | 69 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 289 |
|
|
2022
Q2 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 301 |
|