Todd Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60M | Buy |
347,782
+2,532
| +0.7% | +$437K | 1.29% | 18 |
|
|
2025
Q1 | $76.2M | Buy |
345,250
+125,355
| +57% | +$27.7M | 1.79% | 4 |
|
|
2024
Q4 | $45.2M | Sell |
219,895
-41,463
| -16% | -$8.52M | 1.08% | 29 |
|
|
2024
Q3 | $47M | Sell |
261,358
-1,602
| -0.6% | -$288K | 1.09% | 27 |
|
|
2024
Q2 | $39.2M | Buy |
262,960
+27,241
| +12% | +$4.06M | 0.81% | 43 |
|
|
2024
Q1 | $37.7M | Buy |
235,719
+14,385
| +6% | +$2.3M | 0.77% | 43 |
|
|
2023
Q4 | $29.4M | Sell |
221,334
-2,136
| -1% | -$284K | 0.65% | 64 |
|
|
2023
Q3 | $25.2M | Buy |
223,470
+114,010
| +104% | +$12.9M | 0.6% | 73 |
|
|
2023
Q2 | $13.8M | Buy |
+109,460
| New | +$13.8M | 0.32% | 132 |
|