Osterweis Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $246K | Buy |
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