TIM
Tortoise Investment Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Buy |
101
+23
| +29% | +$3.97K | ﹤0.01% | 528 |
|
|
2025
Q1 | $17.2K | Sell |
78
-9
| -10% | -$1.99K | ﹤0.01% | 524 |
|
|
2024
Q4 | $17.9K | Buy |
87
+7
| +9% | +$1.44K | ﹤0.01% | 561 |
|
|
2024
Q3 | $14.4K | Hold |
80
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $11.9K | Hold |
80
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $12.8K | Buy |
80
+32
| +67% | +$5.11K | ﹤0.01% | 590 |
|
|
2023
Q4 | $6.38K | Hold |
48
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $5.42K | Hold |
48
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $6.06K | Hold |
48
| – | – | ﹤0.01% | 603 |
|
|
2023
Q1 | $5.43K | Hold |
48
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $4.85K | Hold |
48
| – | – | ﹤0.01% | 609 |
|
|
2022
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 615 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 608 |
|
|
2022
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 532 |
|
|
2021
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 507 |
|
|
2021
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 478 |
|
|
2020
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 462 |
|
|
2020
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 411 |
|
|
2020
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $6K | Hold |
48
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 470 |
|
|
2019
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 509 |
|
|
2019
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 498 |
|
|
2018
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 461 |
|
|
2018
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 469 |
|
|
2018
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 484 |
|
|
2018
Q1 | $3K | Buy |
48
+24
| +100% | +$1.5K | ﹤0.01% | 476 |
|
|
2017
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 489 |
|