RSVP
Ramsay Stattman Vela & Price’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
83,252
-882
| -1% | -$152K | 2.68% | 11 |
|
|
2025
Q1 | $18.6M | Buy |
84,134
+485
| +0.6% | +$107K | 3.53% | 5 |
|
|
2024
Q4 | $17.2M | Sell |
83,649
-194
| -0.2% | -$39.9K | 3.2% | 8 |
|
|
2024
Q3 | $15.1M | Sell |
83,843
-941
| -1% | -$169K | 2.8% | 10 |
|
|
2024
Q2 | $12.6M | Buy |
84,784
+452
| +0.5% | +$67.4K | 2.39% | 12 |
|
|
2024
Q1 | $13.5M | Buy |
84,332
+104
| +0.1% | +$16.6K | 2.58% | 11 |
|
|
2023
Q4 | $11.2M | Sell |
84,228
-480
| -0.6% | -$63.8K | 2.28% | 16 |
|
|
2023
Q3 | $9.57M | Sell |
84,708
-1,482
| -2% | -$167K | 2.07% | 18 |
|
|
2023
Q2 | $10.9M | Buy |
86,190
+1,756
| +2% | +$222K | 2.22% | 16 |
|
|
2023
Q1 | $9.54M | Sell |
84,434
-1,325
| -2% | -$150K | 2.06% | 19 |
|
|
2022
Q4 | $8.67M | Buy |
85,759
+8,995
| +12% | +$909K | 1.95% | 21 |
|
|
2022
Q3 | $7.18M | Sell |
76,764
-1,535
| -2% | -$144K | 1.78% | 21 |
|
|
2022
Q2 | $6.97M | Buy |
78,299
+2,970
| +4% | +$264K | 1.56% | 26 |
|
|
2022
Q1 | $7.64M | Buy |
75,329
+15,532
| +26% | +$1.57M | 1.49% | 26 |
|
|
2021
Q4 | $6.21M | Buy |
59,797
+4,605
| +8% | +$478K | 1.41% | 30 |
|
|
2021
Q3 | $5.99M | Buy |
55,192
+7,167
| +15% | +$778K | 1.49% | 30 |
|
|
2021
Q2 | $5.13M | Buy |
+48,025
| New | +$5.13M | 1.27% | 31 |
|