Allred Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
5,549
+174
| +3% | +$30K | 0.36% | 66 |
|
|
2025
Q1 | $1.19M | Buy |
5,375
+454
| +9% | +$100K | 0.47% | 50 |
|
|
2024
Q4 | $1.01M | Buy |
4,921
+199
| +4% | +$40.9K | 0.39% | 56 |
|
|
2024
Q3 | $848K | Buy |
4,722
+245
| +5% | +$44K | 0.33% | 72 |
|
|
2024
Q2 | $667K | Buy |
4,477
+595
| +15% | +$88.7K | 0.26% | 88 |
|
|
2024
Q1 | $620K | Buy |
3,882
+1,480
| +62% | +$237K | 0.24% | 93 |
|
|
2023
Q4 | $319K | Sell |
2,402
-5
| -0.2% | -$664 | 0.14% | 132 |
|
|
2023
Q3 | $272K | Sell |
2,407
-16
| -0.7% | -$1.81K | 0.14% | 129 |
|
|
2023
Q2 | $306K | Sell |
2,423
-94
| -4% | -$11.9K | 0.15% | 118 |
|
|
2023
Q1 | $284K | Buy |
+2,517
| New | +$284K | 0.15% | 122 |
|
|
2021
Q2 | – | Sell |
-111
| Closed | -$13.2K | – | 384 |
|
|
2021
Q1 | $13.2K | Buy |
+111
| New | +$13.2K | 0.01% | 585 |
|
|
2020
Q1 | – | Sell |
-114
| Closed | -$13.2K | – | 329 |
|
|
2019
Q4 | $13.2K | Buy |
+114
| New | +$13.2K | 0.01% | 553 |
|