Norris Perne & French’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
1,718
-100
-6% -$17.2K 0.02% 123
2025
Q1
$401K Hold
1,818
0.03% 101
2024
Q4
$373K Hold
1,818
0.03% 107
2024
Q3
$327K Hold
1,818
0.02% 116
2024
Q2
$271K Hold
1,818
0.02% 120
2024
Q1
$291K Hold
1,818
0.02% 119
2023
Q4
$242K Buy
+1,818
New +$242K 0.02% 122
2023
Q3
Sell
-1,746
Closed -$220K 132
2023
Q2
$220K Buy
+1,746
New +$220K 0.02% 117