AFCM
Applied Finance Capital Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
100,344
-1,327
| -1% | -$229K | 1.18% | 33 |
|
|
2025
Q1 | $22.5M | Sell |
101,671
-132,394
| -57% | -$29.2M | 1.65% | 21 |
|
|
2024
Q4 | $48.1M | Sell |
234,065
-37,458
| -14% | -$7.69M | 2.09% | 16 |
|
|
2024
Q3 | $48.8M | Sell |
271,523
-5,847
| -2% | -$1.05M | 2.08% | 14 |
|
|
2024
Q2 | $41.3M | Buy |
277,370
+90,341
| +48% | +$13.5M | 1.91% | 15 |
|
|
2024
Q1 | $29.9M | Buy |
187,029
+22,466
| +14% | +$3.59M | 2.1% | 19 |
|
|
2023
Q4 | $21.9M | Buy |
164,563
+17,314
| +12% | +$2.3M | 1.9% | 23 |
|
|
2023
Q3 | $16.6M | Buy |
+147,249
| New | +$16.6M | 1.81% | 29 |
|
|
2023
Q2 | – | Sell |
-195,622
| Closed | -$22.1M | – | 77 |
|
|
2023
Q1 | $22.1M | Buy |
195,622
+810
| +0.4% | +$91.6K | 2.75% | 9 |
|
|
2022
Q4 | $19.7M | Buy |
+194,812
| New | +$19.7M | 2.57% | 8 |
|