Ownership history in Clean Yield Group · 10 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group reported a position in FISERV INC COM (FI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 214 | — | 0% | 0.01% | $28K | — |
| 2025 Q2 | UNCHANGED | 214 | — | 0% | 0.01% | $37K | — |
| 2025 Q1 | UNCHANGED | 214 | — | 0% | 0.02% | $47K | — |
| 2024 Q4 | ADDED | 214 | +44 | +25.9% | 0.01% | $44K | — |
| 2024 Q3 | ADDED | 170 | +138 | +431.2% | 0.01% | $31K | — |
| 2024 Q2 | REDUCED | 32 | -13 | -28.9% | 0.00% | $5K | — |
| 2022 Q3 | ADDED | 45 | +14 | +45.2% | 0.00% | $4K | — |
| 2021 Q3 | REDUCED | 31 | -149 | -82.8% | 0.00% | $3K | — |
| 2019 Q1 | UNCHANGED | 180 | — | 0% | 0.01% | $16K | — |
| 2018 Q4 | INITIATED | 180 | — | — | 0.01% | $13K | — |
As of 2025 Q4 — sorted by position size