David Katz - Matrix Asset Advisors
Holding/activity history for Fiserv Inc. (FI)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 35,971 | 0.72 | Reduce 3.06% | 0.02 | $179.64 |
| 2024 Q2 | 37,108 | 0.66 | Reduce 1.83% | 0.01 | $149.05 |
| 2024 Q1 | 37,798 | 0.72 | Reduce 49.97% | 0.72 | $159.82 |
| 2023 Q4 | 75,549 | 1.28 | Reduce 7.24% | 0.10 | $132.84 |
| 2023 Q3 | 81,443 | 1.31 | Reduce 0.92% | 0.01 | $112.96 |
| 2023 Q2 | 82,203 | 1.43 | Reduce 1.93% | 0.03 | $126.15 |
| 2023 Q1 | 83,819 | 1.37 | Reduce 5.24% | 0.08 | $113.03 |
| 2022 Q4 | 88,451 | 1.34 | Reduce 2.64% | 0.04 | $101.07 |
| 2022 Q3 | 90,853 | 1.39 | Add 3.13% | 0.04 | $93.57 |
| 2022 Q2 | 88,099 | 1.20 | Reduce 28.32% | 0.47 | $88.97 |
| 2022 Q1 | 122,914 | 1.68 | Add 0.94% | 0.02 | $101.40 |
| 2021 Q4 | 121,765 | 1.64 | Add 31.32% | 0.39 | $103.79 |
| 2021 Q3 | 92,727 | 1.42 | Add 11.70% | 0.15 | $108.50 |
| 2021 Q2 | 83,017 | 1.28 | Add 71.37% | 0.53 | $106.89 |
| 2021 Q1 | 48,444 | 0.86 | Add 119.55% | 0.47 | $119.04 |
| 2020 Q4 | 22,065 | 0.42 | Buy | 0.42 | $113.85 |