BCM
Blume Capital Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
2,845
-1,524
| -35% | -$263K | 0.1% | 83 |
|
|
2025
Q1 | $965K | Sell |
4,369
-13,517
| -76% | -$2.98M | 0.22% | 65 |
|
|
2024
Q4 | $3.67M | Sell |
17,886
-5,621
| -24% | -$1.15M | 0.82% | 41 |
|
|
2024
Q3 | $4.22M | Sell |
23,507
-562
| -2% | -$101K | 0.94% | 41 |
|
|
2024
Q2 | $3.59M | Sell |
24,069
-200
| -0.8% | -$29.8K | 0.86% | 40 |
|
|
2024
Q1 | $3.88M | Sell |
24,269
-170
| -0.7% | -$27.2K | 0.94% | 40 |
|
|
2023
Q4 | $3.25M | Sell |
24,439
-575
| -2% | -$76.4K | 0.85% | 42 |
|
|
2023
Q3 | $2.83M | Sell |
25,014
-10,341
| -29% | -$1.17M | 0.84% | 41 |
|
|
2023
Q2 | $4.46M | Sell |
35,355
-585
| -2% | -$73.8K | 1.31% | 32 |
|
|
2023
Q1 | $4.06M | Sell |
35,940
-1,283
| -3% | -$145K | 1.29% | 30 |
|
|
2022
Q4 | $3.76M | Sell |
37,223
-7,227
| -16% | -$730K | 1.27% | 31 |
|
|
2022
Q3 | $4.16M | Sell |
44,450
-3,695
| -8% | -$346K | 1.57% | 24 |
|
|
2022
Q2 | $4.28M | Buy |
48,145
+19,715
| +69% | +$1.75M | 1.69% | 24 |
|
|
2022
Q1 | $2.88M | Buy |
28,430
+20,655
| +266% | +$2.09M | 0.95% | 35 |
|
|
2021
Q4 | $807K | Buy |
7,775
+7,375
| +1,844% | +$765K | 0.27% | 50 |
|
|
2021
Q3 | $43K | Hold |
400
| – | – | 0.02% | 182 |
|
|
2021
Q2 | $43K | Hold |
400
| – | – | 0.02% | 176 |
|
|
2021
Q1 | $48K | Buy |
+400
| New | +$48K | 0.02% | 158 |
|
|
2015
Q2 | – | Sell |
-450
| Closed | -$36K | – | 251 |
|
|
2015
Q1 | $36K | Hold |
450
| – | – | 0.03% | 152 |
|
|
2014
Q4 | $32K | Buy |
+450
| New | +$32K | 0.02% | 168 |
|