Middleton & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Buy |
46,984
+450
| +1% | +$77.6K | 0.91% | 38 |
|
|
2025
Q1 | $10.3M | Sell |
46,534
-6,693
| -13% | -$1.48M | 1.2% | 28 |
|
|
2024
Q4 | $10.9M | Sell |
53,227
-996
| -2% | -$205K | 1.21% | 27 |
|
|
2024
Q3 | $9.74M | Sell |
54,223
-631
| -1% | -$113K | 1.08% | 33 |
|
|
2024
Q2 | $8.18M | Sell |
54,854
-2,687
| -5% | -$400K | 0.95% | 37 |
|
|
2024
Q1 | $9.2M | Sell |
57,541
-403
| -0.7% | -$64.4K | 1.06% | 34 |
|
|
2023
Q4 | $7.7M | Sell |
57,944
-290
| -0.5% | -$38.5K | 0.96% | 37 |
|
|
2023
Q3 | $6.58M | Sell |
58,234
-5,398
| -8% | -$610K | 0.91% | 37 |
|
|
2023
Q2 | $8.03M | Buy |
63,632
+1,422
| +2% | +$179K | 1.06% | 36 |
|
|
2023
Q1 | $7.03M | Sell |
62,210
-328
| -0.5% | -$37.1K | 1.01% | 40 |
|
|
2022
Q4 | $6.32M | Sell |
62,538
-13,295
| -18% | -$1.34M | 0.94% | 39 |
|
|
2022
Q3 | $7.1M | Buy |
75,833
+506
| +0.7% | +$47.3K | 1.08% | 34 |
|
|
2022
Q2 | $6.7M | Buy |
75,327
+1,216
| +2% | +$108K | 0.86% | 41 |
|
|
2022
Q1 | $7.52M | Buy |
74,111
+6,181
| +9% | +$627K | 0.8% | 43 |
|
|
2021
Q4 | $7.05M | Sell |
67,930
-1,690
| -2% | -$175K | 0.69% | 54 |
|
|
2021
Q3 | $7.55M | Buy |
69,620
+9,681
| +16% | +$1.05M | 0.81% | 43 |
|
|
2021
Q2 | $6.41M | Sell |
59,939
-2,009
| -3% | -$215K | 0.69% | 49 |
|
|
2021
Q1 | $7.37M | Buy |
61,948
+1,745
| +3% | +$208K | 0.83% | 45 |
|
|
2020
Q4 | $6.86M | Buy |
60,203
+27,669
| +85% | +$3.15M | 0.81% | 44 |
|
|
2020
Q3 | $3.35M | Buy |
32,534
+27,734
| +578% | +$2.86M | 0.44% | 53 |
|
|
2020
Q2 | $469K | Hold |
4,800
| – | – | 0.07% | 113 |
|
|
2020
Q1 | $456K | Buy |
+4,800
| New | +$456K | 0.08% | 104 |
|