Calamos Wealth 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 | $361K | Buy |
2,092
+7
| +0.3% | +$1.21K | 0.02% | 265 |
|
|
2025
Q1 | $460K | Sell |
2,085
-45
| -2% | -$9.94K | 0.02% | 218 |
|
|
2024
Q4 | $438K | Buy |
+2,130
| New | +$438K | 0.02% | 225 |
|
|
2020
Q1 | – | Sell |
-1,995
| Closed | -$231K | – | 248 |
|
|
2019
Q4 | $231K | Sell |
1,995
-300
| -13% | -$34.7K | 0.03% | 221 |
|
|
2019
Q3 | $238K | Buy |
+2,295
| New | +$238K | 0.03% | 211 |
|