US Asset Management LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Hold |
5,406
| – | – | 0.81% | 35 |
|
|
2025
Q1 | $1.19M | Buy |
5,406
+1,256
| +30% | +$277K | 1.14% | 21 |
|
|
2024
Q4 | $852K | Sell |
4,150
-28
| -0.7% | -$5.75K | 0.76% | 34 |
|
|
2024
Q3 | $891K | Sell |
4,178
-12
| -0.3% | -$2.56K | 0.79% | 33 |
|
|
2024
Q2 | $624K | Sell |
4,190
-181
| -4% | -$27K | 0.56% | 48 |
|
|
2024
Q1 | $699K | Sell |
4,371
-42
| -1% | -$6.72K | 0.63% | 46 |
|
|
2023
Q4 | $586K | Buy |
+4,413
| New | +$586K | 0.58% | 55 |
|
|
2023
Q2 | $561K | Hold |
4,447
| – | – | 0.59% | 54 |
|
|
2023
Q1 | $503K | Hold |
4,447
| – | – | 0.51% | 60 |
|
|
2022
Q4 | $449K | Buy |
+4,447
| New | +$449K | 0.48% | 67 |
|
|
2022
Q2 | $396K | Hold |
4,447
| – | – | 0.43% | 74 |
|
|
2022
Q1 | $451K | Hold |
4,447
| – | – | 0.42% | 75 |
|
|
2021
Q4 | $462K | Hold |
4,447
| – | – | 0.44% | 73 |
|
|
2021
Q3 | $482K | Buy |
+4,447
| New | +$482K | 0.47% | 59 |
|