Schubert & 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 | $48.1M | Sell |
278,743
-27
| -0% | -$4.66K | 33.99% | 1 |
|
|
2025
Q1 | $61.6M | Sell |
278,770
-35,795
| -11% | -$7.9M | 42.18% | 1 |
|
|
2024
Q4 | $64.6M | Sell |
314,565
-49,724
| -14% | -$10.2M | 43.52% | 1 |
|
|
2024
Q3 | $65.4M | Sell |
364,289
-27,478
| -7% | -$4.94M | 46.56% | 1 |
|
|
2024
Q2 | $62.6M | Hold |
391,767
| – | – | 53.33% | 1 |
|
|
2024
Q1 | $62.6M | Sell |
391,767
-55,626
| -12% | -$8.89M | 53.33% | 1 |
|
|
2023
Q4 | $59.4M | Sell |
447,393
-4,665
| -1% | -$620K | 53.8% | 1 |
|
|
2023
Q3 | $51.1M | Sell |
452,058
-59
| -0% | -$6.67K | 52.05% | 1 |
|
|
2023
Q2 | $57M | Sell |
452,117
-21,755
| -5% | -$2.74M | 53.42% | 1 |
|
|
2023
Q1 | $53.6M | Sell |
473,872
-71,022
| -13% | -$8.03M | 47.76% | 1 |
|
|
2022
Q4 | $55.1M | Sell |
544,894
-8,461
| -2% | -$855K | 50.23% | 1 |
|
|
2022
Q3 | $51.8M | Sell |
553,355
-51,983
| -9% | -$4.86M | 49.45% | 1 |
|
|
2022
Q2 | $53.9M | Buy |
605,338
+25
| +0% | +$2.22K | 50.27% | 1 |
|
|
2022
Q1 | $61.4M | Sell |
605,313
-46,851
| -7% | -$4.75M | 67.27% | 1 |
|
|
2021
Q4 | $67.7M | Buy |
+652,164
| New | +$67.7M | 68.8% | 1 |
|