Principal Street Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
3,734
+89
| +2% | +$15.3K | 0.06% | 170 |
|
|
2025
Q1 | $805K | Sell |
3,645
-514
| -12% | -$114K | 0.15% | 85 |
|
|
2024
Q4 | $854K | Hold |
4,159
| – | – | 0.17% | 82 |
|
|
2024
Q3 | $732K | Sell |
4,159
-456
| -10% | -$80.2K | 0.12% | 104 |
|
|
2024
Q2 | $688K | Sell |
4,615
-158
| -3% | -$23.5K | 0.12% | 97 |
|
|
2024
Q1 | $760K | Buy |
4,773
+642
| +16% | +$102K | 0.14% | 92 |
|
|
2023
Q4 | $549K | Sell |
4,131
-200
| -5% | -$26.6K | 0.13% | 108 |
|
|
2023
Q3 | $489K | Sell |
4,331
-2,237
| -34% | -$253K | 0.1% | 151 |
|
|
2023
Q2 | $829K | Buy |
6,568
+92
| +1% | +$11.6K | 0.2% | 78 |
|
|
2023
Q1 | $732K | Sell |
6,476
-1,266
| -16% | -$143K | 0.19% | 80 |
|
|
2022
Q4 | $782K | Buy |
7,742
+31
| +0.4% | +$3.13K | 0.2% | 83 |
|
|
2022
Q3 | $722K | Buy |
7,711
+27
| +0.4% | +$2.53K | 0.19% | 88 |
|
|
2022
Q2 | $683K | Sell |
7,684
-56
| -0.7% | -$4.98K | 0.18% | 91 |
|
|
2022
Q1 | $785K | Buy |
7,740
+5,315
| +219% | +$539K | 0.18% | 95 |
|
|
2021
Q4 | $252K | Sell |
2,425
-365
| -13% | -$37.9K | 0.06% | 183 |
|
|
2021
Q3 | $302K | Buy |
2,790
+394
| +16% | +$42.6K | 0.08% | 151 |
|
|
2021
Q2 | $256K | Sell |
2,396
-1,653
| -41% | -$177K | 0.07% | 186 |
|
|
2021
Q1 | $482K | Buy |
4,049
+1,262
| +45% | +$150K | 0.06% | 164 |
|
|
2020
Q4 | $317K | Buy |
2,787
+3
| +0.1% | +$341 | 0.1% | 138 |
|
|
2020
Q3 | $287K | Buy |
2,784
+19
| +0.7% | +$1.96K | 0.1% | 129 |
|
|
2020
Q2 | $270K | Sell |
2,765
-398
| -13% | -$38.9K | 0.1% | 120 |
|
|
2020
Q1 | $301K | Sell |
3,163
-4,216
| -57% | -$401K | 0.13% | 115 |
|
|
2019
Q4 | $853K | Buy |
7,379
+2,557
| +53% | +$296K | 0.19% | 97 |
|
|
2019
Q3 | $500K | Buy |
+4,822
| New | +$500K | 0.13% | 109 |
|