Trust Company of Toledo’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,738
-14
| -0.8% | -$2.41K | 0.03% | 237 |
|
|
2025
Q1 | $387K | Sell |
1,752
-150
| -8% | -$33.1K | 0.05% | 190 |
|
|
2024
Q4 | $391K | Buy |
1,902
+156
| +9% | +$32K | 0.05% | 189 |
|
|
2024
Q3 | $314K | Sell |
1,746
-17
| -1% | -$3.05K | 0.04% | 201 |
|
|
2024
Q2 | $263K | Buy |
1,763
+84
| +5% | +$12.5K | 0.04% | 205 |
|
|
2024
Q1 | $268K | Sell |
1,679
-670
| -29% | -$107K | 0.04% | 202 |
|
|
2023
Q4 | $312K | Sell |
2,349
-606
| -21% | -$80.5K | 0.05% | 184 |
|
|
2023
Q3 | $334K | Buy |
2,955
+932
| +46% | +$105K | 0.07% | 175 |
|
|
2023
Q2 | $255K | Hold |
2,023
| – | – | 0.04% | 174 |
|
|
2023
Q1 | $229K | Buy |
+2,023
| New | +$229K | 0.04% | 186 |
|