Birch 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 | $3.55M | Sell |
20,596
-1,234
| -6% | -$213K | 1.82% | 21 |
|
|
2025
Q1 | $4.82M | Sell |
21,830
-261
| -1% | -$57.6K | 2.51% | 16 |
|
|
2024
Q4 | $4.54M | Buy |
22,091
+73
| +0.3% | +$15K | 2.28% | 17 |
|
|
2024
Q3 | $3.96M | Buy |
22,018
+585
| +3% | +$105K | 1.93% | 17 |
|
|
2024
Q2 | $3.19M | Buy |
21,433
+652
| +3% | +$97.2K | 1.66% | 19 |
|
|
2024
Q1 | $3.32M | Buy |
20,781
+462
| +2% | +$73.8K | 1.73% | 19 |
|
|
2023
Q4 | $2.7M | Buy |
20,319
+88
| +0.4% | +$11.7K | 1.55% | 22 |
|
|
2023
Q3 | $2.29M | Buy |
20,231
+295
| +1% | +$33.3K | 1.45% | 24 |
|
|
2023
Q2 | $2.51M | Buy |
19,936
+1,430
| +8% | +$180K | 1.53% | 23 |
|
|
2023
Q1 | $2.09M | Buy |
18,506
+83
| +0.5% | +$9.38K | 1.35% | 24 |
|
|
2022
Q4 | $1.86M | Buy |
18,423
+1,316
| +8% | +$133K | 1.28% | 26 |
|
|
2022
Q3 | $1.6M | Buy |
17,107
+402
| +2% | +$37.6K | 1.21% | 27 |
|
|
2022
Q2 | $1.49M | Buy |
16,705
+2,132
| +15% | +$190K | 1.06% | 30 |
|
|
2022
Q1 | $1.48M | Buy |
14,573
+365
| +3% | +$37K | 0.91% | 32 |
|
|
2021
Q4 | $1.48M | Sell |
14,208
-562
| -4% | -$58.3K | 0.88% | 31 |
|
|
2021
Q3 | $1.6M | Sell |
14,770
-235
| -2% | -$25.5K | 1.09% | 28 |
|
|
2021
Q2 | $1.6M | Hold |
15,005
| – | – | 1.09% | 30 |
|
|
2021
Q1 | $1.79M | Buy |
15,005
+648
| +5% | +$77.1K | 1.31% | 27 |
|
|
2020
Q4 | $1.64M | Sell |
14,357
-439
| -3% | -$50K | 1.25% | 27 |
|
|
2020
Q3 | $1.53M | Sell |
14,796
-62
| -0.4% | -$6.39K | 1.33% | 26 |
|
|
2020
Q2 | $1.45M | Sell |
14,858
-851
| -5% | -$83.1K | 1.36% | 27 |
|
|
2020
Q1 | $1.49M | Hold |
15,709
| – | – | 1.72% | 23 |
|
|
2019
Q4 | $1.82M | Buy |
+15,709
| New | +$1.82M | 1.78% | 22 |
|