Michael J. Puzo’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
66,973
-2,983
| -4% | -$514K | 3.29% | 11 |
|
|
2025
Q1 | $15.4M | Sell |
69,956
-4,565
| -6% | -$1.01M | 4.43% | 3 |
|
|
2024
Q4 | $15.3M | Sell |
74,521
-6,057
| -8% | -$1.24M | 4.28% | 6 |
|
|
2024
Q3 | $14.5M | Sell |
80,578
-379
| -0.5% | -$68.1K | 3.78% | 6 |
|
|
2024
Q2 | $12.1M | Sell |
80,957
-4,232
| -5% | -$631K | 3.35% | 9 |
|
|
2024
Q1 | $13.6M | Buy |
85,189
+5,003
| +6% | +$800K | 3.77% | 7 |
|
|
2023
Q4 | $10.7M | Sell |
80,186
-188
| -0.2% | -$25K | 3.38% | 11 |
|
|
2023
Q3 | $9.08M | Buy |
80,374
+300
| +0.4% | +$33.9K | 3.08% | 13 |
|
|
2023
Q2 | $10.1M | Sell |
80,074
-155
| -0.2% | -$19.6K | 3.2% | 10 |
|
|
2023
Q1 | $9.07M | Buy |
80,229
+727
| +0.9% | +$82.2K | 3.03% | 12 |
|
|
2022
Q4 | $8.04M | Buy |
79,502
+75
| +0.1% | +$7.58K | 2.9% | 15 |
|
|
2022
Q3 | $7.43M | Sell |
79,427
-435
| -0.5% | -$40.7K | 2.82% | 13 |
|
|
2022
Q2 | $7.11M | Buy |
79,862
+186
| +0.2% | +$16.6K | 2.52% | 16 |
|
|
2022
Q1 | $8.08M | Buy |
79,676
+136
| +0.2% | +$13.8K | 2.43% | 17 |
|
|
2021
Q4 | $8.26M | Buy |
79,540
+1,265
| +2% | +$131K | 2.33% | 17 |
|
|
2021
Q3 | $8.49M | Sell |
78,275
-220
| -0.3% | -$23.9K | 2.69% | 13 |
|
|
2021
Q2 | $8.39M | Sell |
78,495
-1,952
| -2% | -$209K | 2.61% | 15 |
|
|
2021
Q1 | $9.58M | Sell |
80,447
-621
| -0.8% | -$73.9K | 3.05% | 13 |
|
|
2020
Q4 | $9.23M | Buy |
81,068
+359
| +0.4% | +$40.9K | 3.01% | 14 |
|
|
2020
Q3 | $8.32M | Buy |
80,709
+90
| +0.1% | +$9.27K | 2.96% | 13 |
|
|
2020
Q2 | $7.87M | Sell |
80,619
-879
| -1% | -$85.8K | 2.95% | 15 |
|
|
2020
Q1 | $7.74M | Sell |
81,498
-3,917
| -5% | -$372K | 3.41% | 13 |
|
|
2019
Q4 | $9.88M | Sell |
85,415
-6,124
| -7% | -$708K | 3.53% | 7 |
|
|
2019
Q3 | $9.48M | Sell |
91,539
-4,647
| -5% | -$481K | 3.57% | 7 |
|
|
2019
Q2 | $8.77M | Buy |
96,186
+254
| +0.3% | +$23.2K | 3.26% | 9 |
|
|
2019
Q1 | $8.47M | Sell |
95,932
-2,201
| -2% | -$194K | 3.3% | 12 |
|
|
2018
Q4 | $7.21M | Sell |
98,133
-3,702
| -4% | -$272K | 3.2% | 12 |
|
|
2018
Q3 | $8.39M | Sell |
101,835
-2,476
| -2% | -$204K | 3.16% | 11 |
|
|
2018
Q2 | $7.73M | Sell |
104,311
-1,943
| -2% | -$144K | 3.27% | 11 |
|
|
2018
Q1 | $7.58M | Sell |
106,254
-974
| -0.9% | -$69.4K | 3.23% | 11 |
|
|
2017
Q4 | $7.03M | Buy |
107,228
+19,040
| +22% | +$1.25M | 2.9% | 14 |
|
|
2017
Q3 | $5.69M | Sell |
88,188
-980
| -1% | -$63.2K | 2.96% | 13 |
|
|
2017
Q2 | $5.46M | Buy |
89,168
+822
| +0.9% | +$50.3K | 2.94% | 14 |
|
|
2017
Q1 | $5.09M | Sell |
88,346
-280
| -0.3% | -$16.1K | 2.83% | 15 |
|
|
2016
Q4 | $4.71M | Sell |
88,626
-1,504
| -2% | -$79.9K | 2.73% | 15 |
|
|
2016
Q3 | $4.48M | Buy |
90,130
+9,220
| +11% | +$459K | 2.59% | 15 |
|
|
2016
Q2 | $4.4M | Buy |
80,910
+600
| +0.7% | +$32.6K | 2.9% | 12 |
|
|
2016
Q1 | $4.12M | Buy |
80,310
+5,070
| +7% | +$260K | 2.73% | 12 |
|
|
2015
Q4 | $3.44M | Buy |
75,240
+2,940
| +4% | +$134K | 2.4% | 16 |
|
|
2015
Q3 | $3.13M | Buy |
72,300
+10
| +0% | +$433 | 2.22% | 17 |
|
|
2015
Q2 | $2.99M | Buy |
72,290
+700
| +1% | +$29K | 1.93% | 19 |
|
|
2015
Q1 | $2.84M | Buy |
71,590
+1,720
| +2% | +$68.3K | 1.82% | 20 |
|
|
2014
Q4 | $2.48M | Buy |
69,870
+1,280
| +2% | +$45.4K | 1.63% | 23 |
|
|
2014
Q3 | $2.22M | Buy |
68,590
+540
| +0.8% | +$17.5K | 1.52% | 25 |
|
|
2014
Q2 | $2.05M | Buy |
68,050
+9,668
| +17% | +$292K | 1.42% | 26 |
|
|
2014
Q1 | $1.66M | Buy |
58,382
+5,750
| +11% | +$163K | 1.19% | 31 |
|
|
2013
Q4 | $1.55M | Buy |
52,632
+5,960
| +13% | +$176K | 1.13% | 32 |
|
|
2013
Q3 | $1.18M | Buy |
46,672
+10,472
| +29% | +$264K | 0.98% | 36 |
|
|
2013
Q2 | $791K | Buy |
+36,200
| New | +$791K | 0.69% | 43 |
|