Riverwater 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 | – | Sell |
-2,591
| Closed | -$572K | – | 210 |
|
|
2025
Q1 | $572K | Sell |
2,591
-572
| -18% | -$126K | 0.29% | 90 |
|
|
2024
Q4 | $650K | Sell |
3,163
-1,165
| -27% | -$239K | 0.32% | 83 |
|
|
2024
Q3 | $790K | Sell |
4,328
-71
| -2% | -$13K | 0.39% | 71 |
|
|
2024
Q2 | $656K | Sell |
4,399
-110
| -2% | -$16.4K | 0.49% | 57 |
|
|
2024
Q1 | $721K | Sell |
4,509
-2,214
| -33% | -$354K | 0.53% | 47 |
|
|
2023
Q4 | $893K | Sell |
6,723
-606
| -8% | -$80.5K | 0.7% | 35 |
|
|
2023
Q3 | $828K | Sell |
7,329
-367
| -5% | -$41.5K | 0.75% | 33 |
|
|
2023
Q2 | $971K | Sell |
7,696
-92
| -1% | -$11.6K | 0.86% | 26 |
|
|
2023
Q1 | $880K | Sell |
7,788
-769
| -9% | -$86.9K | 0.81% | 29 |
|
|
2022
Q4 | $865K | Buy |
8,557
+316
| +4% | +$31.9K | 0.74% | 35 |
|
|
2022
Q3 | $771K | Buy |
8,241
+5,720
| +227% | +$535K | 0.77% | 36 |
|
|
2022
Q2 | $224K | Buy |
+2,521
| New | +$224K | 0.23% | 164 |
|
|
2022
Q1 | – | Sell |
-2,521
| Closed | -$262K | – | 141 |
|
|
2021
Q4 | $262K | Buy |
+2,521
| New | +$262K | 0.23% | 173 |
|