Santori & Peters Inc’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Hold |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $624K | Hold |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $519K | Sell |
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|
2023
Q4 | $504K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $450K | Sell |
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|
2021
Q4 | $509K | Hold |
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|
2021
Q3 | $532K | Hold |
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|
2021
Q2 | $524K | Hold |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $613K | Hold |
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|
2020
Q2 | $580K | Hold |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $882K | Buy |
|