Callan Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
79,802
+53,972
| +209% | +$9.31M | 0.43% | 46 |
|
|
2025
Q1 | $5.7M | Sell |
25,830
-2,331
| -8% | -$515K | 0.43% | 52 |
|
|
2024
Q4 | $5.78M | Buy |
28,161
+23,403
| +492% | +$4.81M | 0.37% | 48 |
|
|
2024
Q3 | $855K | Buy |
4,758
+1,854
| +64% | +$333K | 0.14% | 76 |
|
|
2024
Q2 | $433K | Buy |
+2,904
| New | +$433K | 0.08% | 97 |
|
|
2023
Q3 | – | Sell |
-1,702
| Closed | -$215K | – | 100 |
|
|
2023
Q2 | $215K | Sell |
1,702
-11,936
| -88% | -$1.51M | 0.06% | 103 |
|
|
2023
Q1 | $1.54M | Buy |
+13,638
| New | +$1.54M | 0.37% | 37 |
|