Rowlandmiller & 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 | $113K | Hold |
654
| – | – | 0.02% | 177 |
|
2025
Q1 | $144K | Hold |
654
| – | – | 0.03% | 157 |
|
2024
Q4 | $134K | Buy |
+654
| New | +$134K | 0.03% | 164 |
|
2024
Q1 | – | Sell |
-834
| Closed | -$111K | – | 182 |
|
2023
Q4 | $111K | Buy |
+834
| New | +$111K | 0.03% | 173 |
|
2023
Q3 | – | Sell |
-834
| Closed | -$105K | – | 176 |
|
2023
Q2 | $105K | Buy |
+834
| New | +$105K | 0.02% | 177 |
|
2020
Q1 | – | Sell |
-1,064
| Closed | -$123K | – | 145 |
|
2019
Q4 | $123K | Hold |
1,064
| – | – | 0.04% | 141 |
|
2019
Q3 | $110K | Buy |
+1,064
| New | +$110K | 0.04% | 132 |
|