VHAM
Van Hulzen Asset Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43
| Closed | -$8.83K | – | 563 |
|
|
2024
Q4 | $8.83K | Buy |
+43
| New | +$8.83K | ﹤0.01% | 791 |
|
|
2020
Q2 | – | Sell |
-63,922
| Closed | -$6.07M | – | 268 |
|
|
2020
Q1 | $6.07M | Buy |
63,922
+2,522
| +4% | +$240K | 1.31% | 25 |
|
|
2019
Q4 | $7.1M | Sell |
61,400
-3,600
| -6% | -$416K | 1.38% | 23 |
|
|
2019
Q3 | $6.73M | Buy |
+65,000
| New | +$6.73M | 1.42% | 24 |
|