Caption Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $1.68M | Buy |
|
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|
2024
Q3 | $620K | Buy |
|
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|
2022
Q4 | – | Hold |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $1.22M | Sell |
|
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|
2022
Q1 | $5.32M | Sell |
|
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|
2021
Q4 | $6.64M | Buy |
|
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|
2021
Q3 | $4.34M | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $911K | Buy |
|
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.45M | Buy |
|