TAM
Trillium Asset Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
12,922
+780
| +6% | +$134K | 0.06% | 149 |
|
|
2025
Q1 | $2.68M | Buy |
12,142
+10,887
| +867% | +$2.4M | 0.08% | 141 |
|
|
2024
Q4 | $258K | Hold |
1,255
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $225K | Buy |
+1,255
| New | +$225K | 0.01% | 234 |
|
|
2024
Q2 | – | Sell |
-1,291
| Closed | -$206K | – | 243 |
|
|
2024
Q1 | $206K | Buy |
+1,291
| New | +$206K | 0.01% | 233 |
|
|
2023
Q1 | – | Sell |
-3,973
| Closed | -$402K | – | 225 |
|
|
2022
Q4 | $402K | Buy |
+3,973
| New | +$402K | 0.01% | 201 |
|