Neumann Capital 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 | $843K | Hold |
4,890
| – | – | 0.27% | 68 |
|
|
2025
Q1 | $1.08M | Hold |
4,890
| – | – | 0.37% | 56 |
|
|
2024
Q4 | $1M | Buy |
4,890
+150
| +3% | +$30.8K | 0.33% | 60 |
|
|
2024
Q3 | $852K | Hold |
4,740
| – | – | 0.28% | 63 |
|
|
2024
Q2 | $706K | Buy |
4,740
+200
| +4% | +$29.8K | 0.24% | 70 |
|
|
2024
Q1 | $726K | Buy |
4,540
+1,750
| +63% | +$280K | 0.26% | 67 |
|
|
2023
Q4 | $371K | Buy |
+2,790
| New | +$371K | 0.15% | 81 |
|