Nixon Peabody Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
1,525
-391
| -20% | -$67.4K | 0.02% | 139 |
|
|
2025
Q1 | $423K | Sell |
1,916
-92
| -5% | -$20.3K | 0.04% | 121 |
|
|
2024
Q4 | $412K | Buy |
2,008
+33
| +2% | +$6.78K | 0.03% | 111 |
|
|
2024
Q3 | $355K | Hold |
1,975
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $294K | Sell |
1,975
-1,210
| -38% | -$180K | 0.03% | 111 |
|
|
2024
Q1 | $509K | Buy |
+3,185
| New | +$509K | 0.05% | 87 |
|