Plumb Balanced Fund FI Holdings History
Plumb Balanced Fund's Fiserv Inc Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 7,500.00 shares of Fiserv Inc(FI), totaling $1.66 Mil. This investment constitutes 4.49% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 3 purchases of FI, at an average price of $123.26, for a total of 33,000.00 shares. In addition, there have been 2 sales at an average price of $110.82 for 25,500.00 shares. Based on historical transaction data and FI's current price of $173.31, Plumb Balanced Fund's estimated gain on his FI holdings is $58,150.00, reflecting a 1.43% gain to date.
Plumb Balanced Fund FI ($173.31) Holding Chart
Plumb Balanced Fund FI ($173.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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