Callahan Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Hold |
8,910
| – | – | 0.14% | 99 |
|
|
2025
Q1 | $1.97M | Sell |
8,910
-50
| -0.6% | -$11K | 0.19% | 90 |
|
|
2024
Q4 | $1.84M | Sell |
8,960
-25
| -0.3% | -$5.14K | 0.17% | 91 |
|
|
2024
Q3 | $1.61M | Hold |
8,985
| – | – | 0.16% | 91 |
|
|
2024
Q2 | $1.34M | Sell |
8,985
-500
| -5% | -$74.5K | 0.14% | 91 |
|
|
2024
Q1 | $1.52M | Hold |
9,485
| – | – | 0.16% | 84 |
|
|
2023
Q4 | $1.26M | Sell |
9,485
-30
| -0.3% | -$3.99K | 0.15% | 85 |
|
|
2023
Q3 | $1.07M | Sell |
9,515
-1,800
| -16% | -$203K | 0.14% | 90 |
|
|
2023
Q2 | $1.43M | Hold |
11,315
| – | – | 0.17% | 82 |
|
|
2023
Q1 | $1.28M | Buy |
11,315
+100
| +0.9% | +$11.3K | 0.17% | 93 |
|
|
2022
Q4 | $1.13M | Sell |
11,215
-200
| -2% | -$20.2K | 0.16% | 93 |
|
|
2022
Q3 | $1.07M | Hold |
11,415
| – | – | 0.15% | 100 |
|
|
2022
Q2 | $1.02M | Sell |
11,415
-150
| -1% | -$13.4K | 0.14% | 106 |
|
|
2022
Q1 | $1.17M | Sell |
11,565
-900
| -7% | -$91.3K | 0.13% | 105 |
|
|
2021
Q4 | $1.29M | Hold |
12,465
| – | – | 0.15% | 101 |
|
|
2021
Q3 | $1.35M | Sell |
12,465
-1,125
| -8% | -$122K | 0.17% | 96 |
|
|
2021
Q2 | $1.45M | Sell |
13,590
-625
| -4% | -$66.8K | 0.18% | 94 |
|
|
2021
Q1 | $1.69M | Sell |
14,215
-3,195
| -18% | -$380K | 0.23% | 83 |
|
|
2020
Q4 | $1.98M | Sell |
17,410
-500
| -3% | -$56.9K | 0.29% | 71 |
|
|
2020
Q3 | $1.85M | Sell |
17,910
-1,210
| -6% | -$125K | 0.3% | 65 |
|
|
2020
Q2 | $1.87M | Hold |
19,120
| – | – | 0.33% | 62 |
|
|
2020
Q1 | $1.82M | Sell |
19,120
-150
| -0.8% | -$14.2K | 0.38% | 60 |
|
|
2019
Q4 | $2.23M | Sell |
19,270
-250
| -1% | -$28.9K | 0.36% | 62 |
|
|
2019
Q3 | $2.02M | Sell |
19,520
-870
| -4% | -$90.1K | 0.35% | 63 |
|
|
2019
Q2 | $1.86M | Sell |
20,390
-1,450
| -7% | -$132K | 0.33% | 64 |
|
|
2019
Q1 | $1.93M | Sell |
21,840
-7,466
| -25% | -$659K | 0.36% | 62 |
|
|
2018
Q4 | $2.15M | Sell |
29,306
-4,384
| -13% | -$322K | 0.46% | 52 |
|
|
2018
Q3 | $2.78M | Sell |
33,690
-33,605
| -50% | -$2.77M | 0.51% | 57 |
|
|
2018
Q2 | $4.99M | Sell |
67,295
-11,785
| -15% | -$873K | 0.98% | 40 |
|
|
2018
Q1 | $5.64M | Sell |
79,080
-11,690
| -13% | -$834K | 1.16% | 37 |
|
|
2017
Q4 | $5.95M | Sell |
90,770
-5,350
| -6% | -$351K | 1.18% | 37 |
|
|
2017
Q3 | $6.2M | Sell |
96,120
-610
| -0.6% | -$39.3K | 1.3% | 35 |
|
|
2017
Q2 | $5.92M | Sell |
96,730
-3,480
| -3% | -$213K | 1.29% | 35 |
|
|
2017
Q1 | $5.78M | Sell |
100,210
-3,890
| -4% | -$224K | 1.3% | 33 |
|
|
2016
Q4 | $5.53M | Sell |
104,100
-5,020
| -5% | -$267K | 1.33% | 31 |
|
|
2016
Q3 | $5.43M | Sell |
109,120
-9,150
| -8% | -$455K | 1.36% | 31 |
|
|
2016
Q2 | $6.43M | Sell |
118,270
-6,630
| -5% | -$360K | 1.69% | 27 |
|
|
2016
Q1 | $6.41M | Sell |
124,900
-4,700
| -4% | -$241K | 1.76% | 27 |
|
|
2015
Q4 | $5.93M | Sell |
129,600
-5,912
| -4% | -$270K | 1.69% | 25 |
|
|
2015
Q3 | $5.87M | Sell |
135,512
-8,140
| -6% | -$352K | 1.8% | 22 |
|
|
2015
Q2 | $5.95M | Sell |
143,652
-248
| -0.2% | -$10.3K | 1.71% | 21 |
|
|
2015
Q1 | $5.71M | Buy |
143,900
+2,720
| +2% | +$108K | 1.67% | 21 |
|
|
2014
Q4 | $5.01M | Buy |
141,180
+2,420
| +2% | +$85.9K | 1.47% | 29 |
|
|
2014
Q3 | $4.48M | Sell |
138,760
-1,260
| -0.9% | -$40.7K | 1.39% | 33 |
|
|
2014
Q2 | $4.22M | Buy |
140,020
+3,190
| +2% | +$96.2K | 1.34% | 32 |
|
|
2014
Q1 | $3.88M | Buy |
136,830
+1,630
| +1% | +$46.2K | 1.32% | 36 |
|
|
2013
Q4 | $3.99M | Buy |
135,200
+1,820
| +1% | +$53.7K | 1.39% | 32 |
|
|
2013
Q3 | $3.37M | Buy |
133,380
+1,200
| +0.9% | +$30.3K | 1.29% | 39 |
|
|
2013
Q2 | $2.89M | Buy |
+132,180
| New | +$2.89M | 1.18% | 45 |
|