Caprock Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.99M | Buy |
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|
2024
Q4 | $3.03M | Buy |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $966K | Buy |
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|
2021
Q3 | $875K | Buy |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $564K | Buy |
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|
2020
Q4 | $522K | Sell |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $242K | Buy |
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|
2019
Q3 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $447K | Buy |
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|
2017
Q1 | $411K | Hold |
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|
2016
Q4 | $379K | Sell |
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|
2016
Q3 | $390K | Buy |
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