Roberts, Glore & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $830K | Hold |
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|
2024
Q2 | $688K | Hold |
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|
2024
Q1 | $738K | Hold |
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|
2023
Q4 | $613K | Sell |
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|
2023
Q3 | $527K | Hold |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $499K | Hold |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $546K | Hold |
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|
2021
Q3 | $571K | Hold |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $641K | Sell |
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|
2020
Q4 | $622K | Hold |
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|
2020
Q3 | $563K | Hold |
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|
2020
Q2 | $534K | Hold |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $573K | Sell |
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|
2019
Q2 | $523K | Sell |
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|
2019
Q1 | $508K | Hold |
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|
2018
Q4 | $423K | Sell |
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|
2018
Q3 | $494K | Hold |
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|
2018
Q2 | $445K | Sell |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $403K | Sell |
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|
2017
Q3 | $398K | Sell |
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|
2017
Q2 | $402K | Buy |
|
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|
2017
Q1 | $377K | Sell |
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|
2016
Q4 | $370K | Sell |
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|
2016
Q3 | $349K | Sell |
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|
2016
Q2 | $402K | Sell |
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|
2016
Q1 | $464K | Sell |
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|
2015
Q4 | $538K | Sell |
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|
2015
Q3 | $642K | Sell |
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|
2015
Q2 | $699K | Sell |
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|
2015
Q1 | $712K | Sell |
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|
2014
Q4 | $673K | Hold |
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|
2014
Q3 | $613K | Buy |
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|
2014
Q2 | $568K | Sell |
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|
2014
Q1 | $551K | Sell |
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|
2013
Q4 | $582K | Sell |
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|
2013
Q3 | $511K | Sell |
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|
2013
Q2 | $689K | Buy |
|