Union Savings Bank’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,700
| – | – | 0.11% | 118 |
|
|
2025
Q1 | $375K | Hold |
1,700
| – | – | 0.18% | 94 |
|
|
2024
Q4 | $349K | Hold |
1,700
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $305K | Hold |
1,700
| – | – | 0.15% | 106 |
|
|
2024
Q2 | $253K | Hold |
1,700
| – | – | 0.13% | 114 |
|
|
2024
Q1 | $272K | Hold |
1,700
| – | – | 0.14% | 110 |
|
|
2023
Q4 | $226K | Hold |
1,700
| – | – | 0.13% | 120 |
|
|
2023
Q3 | $192K | Hold |
1,700
| – | – | 0.12% | 124 |
|
|
2023
Q2 | $215K | Buy |
+1,700
| New | +$215K | 0.13% | 119 |
|