Wilkins Investment Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Buy |
48,456
+5,995
| +14% | +$1.03M | 1.18% | 34 |
|
|
2025
Q1 | $9.38M | Sell |
42,461
-4,632
| -10% | -$1.02M | 1.34% | 32 |
|
|
2024
Q4 | $9.67M | Sell |
47,093
-2,660
| -5% | -$546K | 1.4% | 30 |
|
|
2024
Q3 | $8.94M | Sell |
49,753
-1,252
| -2% | -$225K | 1.24% | 32 |
|
|
2024
Q2 | $7.6M | Sell |
51,005
-35
| -0.1% | -$5.22K | 1.13% | 33 |
|
|
2024
Q1 | $8.16M | Buy |
51,040
+2,975
| +6% | +$475K | 1.19% | 33 |
|
|
2023
Q4 | $6.38M | Sell |
48,065
-760
| -2% | -$101K | 1.56% | 30 |
|
|
2023
Q3 | $5.52M | Sell |
48,825
-475
| -1% | -$53.7K | 1.49% | 29 |
|
|
2023
Q2 | $6.22M | Sell |
49,300
-260
| -0.5% | -$32.8K | 1.62% | 30 |
|
|
2023
Q1 | $5.6M | Sell |
49,560
-140
| -0.3% | -$15.8K | 1.47% | 31 |
|
|
2022
Q4 | $5.02M | Buy |
49,700
+200
| +0.4% | +$20.2K | 1.32% | 34 |
|
|
2022
Q3 | $4.63M | Sell |
49,500
-785
| -2% | -$73.5K | 1.36% | 34 |
|
|
2022
Q2 | $4.47M | Buy |
50,285
+1,565
| +3% | +$139K | 1.19% | 36 |
|
|
2022
Q1 | $4.94M | Buy |
48,720
+10,750
| +28% | +$1.09M | 1.11% | 37 |
|
|
2021
Q4 | $3.94M | Buy |
+37,970
| New | +$3.94M | 0.87% | 40 |
|