River Street Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
1,651
| – | – | 0.12% | 129 |
|
|
2025
Q1 | $365K | Sell |
1,651
-50
| -3% | -$11K | 0.18% | 110 |
|
|
2024
Q4 | $349K | Sell |
1,701
-19
| -1% | -$3.9K | 0.18% | 110 |
|
|
2024
Q3 | $309K | Sell |
1,720
-50
| -3% | -$8.98K | 0.17% | 120 |
|
|
2024
Q2 | $264K | Sell |
1,770
-60
| -3% | -$8.94K | 0.16% | 126 |
|
|
2024
Q1 | $292K | Buy |
+1,830
| New | +$292K | 0.2% | 108 |
|
|
2023
Q2 | – | Sell |
-3,772
| Closed | -$426K | – | 109 |
|
|
2023
Q1 | $426K | Buy |
3,772
+66
| +2% | +$7.46K | 0.42% | 76 |
|
|
2022
Q4 | $375K | Buy |
+3,706
| New | +$375K | 0.4% | 76 |
|