SIP
Stoneridge Investment Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
+8,770
| New | +$1.51M | 1.14% | 28 |
|
|
2021
Q2 | – | Sell |
-6,991
| Closed | -$832K | – | 112 |
|
|
2021
Q1 | $832K | Sell |
6,991
-5,100
| -42% | -$607K | 0.44% | 73 |
|
|
2020
Q4 | $1.38M | Sell |
12,091
-200
| -2% | -$22.8K | 0.8% | 39 |
|
|
2020
Q3 | $1.27M | Sell |
12,291
-9,149
| -43% | -$943K | 0.84% | 38 |
|
|
2020
Q2 | $2.09M | Sell |
21,440
-3,600
| -14% | -$351K | 0.88% | 38 |
|
|
2020
Q1 | $2.38M | Buy |
25,040
+2,522
| +11% | +$240K | 1.07% | 32 |
|
|
2019
Q4 | $2.6M | Buy |
+22,518
| New | +$2.6M | 0.88% | 41 |
|