Romano Brothers & Co’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.6M Sell
67,140
-6,050
-8% -$1.04M 1.43% 11
2025
Q1
$16.2M Sell
73,190
-737
-1% -$163K 2.09% 8
2024
Q4
$15.2M Sell
73,927
-325
-0.4% -$66.8K 1.92% 10
2024
Q3
$13.3M Buy
74,252
+3,450
+5% +$620K 1.66% 11
2024
Q2
$10.6M Sell
70,802
-5,100
-7% -$760K 1.46% 11
2024
Q1
$12.1M Sell
75,902
-670
-0.9% -$107K 1.66% 10
2023
Q4
$10.2M Sell
76,572
-1,380
-2% -$183K 1.51% 10
2023
Q3
$8.81M Sell
77,952
-885
-1% -$100K 1.37% 13
2023
Q2
$9.95M Sell
78,837
-287
-0.4% -$36.2K 1.48% 10
2023
Q1
$8.94M Buy
79,124
+3,247
+4% +$367K 1.38% 12
2022
Q4
$7.67M Sell
75,877
-2,180
-3% -$220K 1.16% 14
2022
Q3
$7.33M Buy
+78,057
New +$7.33M 1.18% 17