Rothschild Investment LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
1,486
+284
| +24% | +$49K | 0.02% | 450 |
|
|
2025
Q1 | $265K | Buy |
1,202
+59
| +5% | +$13K | 0.02% | 442 |
|
|
2024
Q4 | $235K | Buy |
1,143
+18
| +2% | +$3.7K | 0.02% | 470 |
|
|
2024
Q3 | $202K | Buy |
1,125
+37
| +3% | +$6.65K | 0.01% | 511 |
|
|
2024
Q2 | $162K | Buy |
1,088
+310
| +40% | +$46.2K | 0.01% | 534 |
|
|
2024
Q1 | $124K | Buy |
778
+56
| +8% | +$8.95K | 0.01% | 554 |
|
|
2023
Q4 | $95.9K | Buy |
+722
| New | +$95.9K | 0.01% | 538 |
|