Plato Investment 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 | $3.16M | Sell |
18,419
-1,525
| -8% | -$262K | 0.24% | 95 |
|
|
2025
Q1 | $4.45M | Sell |
19,944
-5,438
| -21% | -$1.21M | 0.38% | 61 |
|
|
2024
Q4 | $5.23M | Buy |
25,382
+3,892
| +18% | +$802K | 0.38% | 56 |
|
|
2024
Q3 | $3.86M | Buy |
21,490
+779
| +4% | +$140K | 0.31% | 78 |
|
|
2024
Q2 | $3.09M | Buy |
20,711
+204
| +1% | +$30.4K | 0.29% | 83 |
|
|
2024
Q1 | $3.28M | Buy |
20,507
+18,681
| +1,023% | +$2.99M | 0.34% | 77 |
|
|
2023
Q4 | $243K | Buy |
+1,826
| New | +$243K | 0.3% | 88 |
|