Birch Capital Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.59M Sell
2025
Q2
$3.55M Sell
2025
Q1
$4.82M Sell
2024
Q4
$4.54M Buy
2024
Q3
$3.96M Buy
2024
Q2
$3.19M Buy
2024
Q1
$3.32M Buy
2023
Q4
$2.7M Buy
2023
Q3
$2.29M Buy
2023
Q2
$2.51M Buy
2023
Q1
$2.09M Buy
2022
Q4
$1.86M Buy
2022
Q3
$1.6M Buy
2022
Q2
$1.49M Buy
2022
Q1
$1.48M Buy
2021
Q4
$1.48M Sell
2021
Q3
$1.6M Sell
2021
Q2
$1.6M Hold
2021
Q1
$1.79M Buy
2020
Q4
$1.64M Sell
2020
Q3
$1.52M Sell
2020
Q2
$1.45M Sell
2020
Q1
$1.49M Hold
2019
Q4
$1.82M Buy