SCM
Schnieders Capital Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
2,782
+483
| +21% | +$83.3K | 0.08% | 141 |
|
|
2025
Q1 | $508K | Hold |
2,299
| – | – | 0.11% | 117 |
|
|
2024
Q4 | $472K | Sell |
2,299
-25
| -1% | -$5.14K | 0.09% | 130 |
|
|
2024
Q3 | $418K | Buy |
2,324
+92
| +4% | +$16.5K | 0.08% | 145 |
|
|
2024
Q2 | $333K | Buy |
2,232
+510
| +30% | +$76K | 0.07% | 152 |
|
|
2024
Q1 | $275K | Hold |
1,722
| – | – | 0.06% | 165 |
|
|
2023
Q4 | $229K | Buy |
+1,722
| New | +$229K | 0.05% | 179 |
|
|
2023
Q3 | – | Sell |
-1,722
| Closed | -$217K | – | 190 |
|
|
2023
Q2 | $217K | Buy |
+1,722
| New | +$217K | 0.05% | 183 |
|
|
2022
Q3 | – | Sell |
-2,422
| Closed | -$216K | – | 189 |
|
|
2022
Q2 | $216K | Hold |
2,422
| – | – | 0.06% | 172 |
|
|
2022
Q1 | $246K | Buy |
2,422
+91
| +4% | +$9.24K | 0.06% | 179 |
|
|
2021
Q4 | $242K | Buy |
+2,331
| New | +$242K | 0.06% | 180 |
|