Stonebridge Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
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|
2025
Q1 | $932K | Buy |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $752K | Hold |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $669K | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $187K | Hold |
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $230K | Buy |
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