Carderock Capital 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 | $7.1M | Sell |
41,193
-6,335
| -13% | -$1.09M | 1.82% | 32 |
|
|
2025
Q1 | $10.5M | Sell |
47,528
-4,027
| -8% | -$889K | 2.78% | 4 |
|
|
2024
Q4 | $10.6M | Sell |
51,555
-2,162
| -4% | -$444K | 2.66% | 7 |
|
|
2024
Q3 | $9.65M | Sell |
53,717
-39
| -0.1% | -$7.01K | 2.28% | 14 |
|
|
2024
Q2 | $8.01M | Buy |
53,756
+1,107
| +2% | +$165K | 2.1% | 19 |
|
|
2024
Q1 | $8.41M | Sell |
52,649
-1,811
| -3% | -$289K | 2.36% | 15 |
|
|
2023
Q4 | $7.23M | Buy |
54,460
+12,578
| +30% | +$1.67M | 2% | 27 |
|
|
2023
Q3 | $4.73M | Buy |
41,882
+1,314
| +3% | +$148K | 1.59% | 37 |
|
|
2023
Q2 | $5.12M | Buy |
40,568
+1,507
| +4% | +$190K | 1.59% | 34 |
|
|
2023
Q1 | $4.42M | Buy |
39,061
+7,498
| +24% | +$847K | 1.54% | 33 |
|
|
2022
Q4 | $3.19M | Buy |
31,563
+6,805
| +27% | +$688K | 1.32% | 37 |
|
|
2022
Q3 | $2.32M | Sell |
24,758
-637
| -3% | -$59.6K | 1.18% | 37 |
|
|
2022
Q2 | $2.26M | Buy |
25,395
+1,344
| +6% | +$120K | 0.94% | 48 |
|
|
2022
Q1 | $2.44M | Sell |
24,051
-1,382
| -5% | -$140K | 0.79% | 54 |
|
|
2021
Q4 | $2.64M | Sell |
25,433
-14,710
| -37% | -$1.53M | 0.63% | 51 |
|
|
2021
Q3 | $4.36M | Sell |
40,143
-4,672
| -10% | -$507K | 1.23% | 37 |
|
|
2021
Q2 | $4.79M | Sell |
44,815
-8,134
| -15% | -$869K | 1.31% | 34 |
|
|
2021
Q1 | $6.3M | Sell |
52,949
-418
| -0.8% | -$49.8K | 1.88% | 20 |
|
|
2020
Q4 | $6.08M | Sell |
53,367
-280
| -0.5% | -$31.9K | 1.83% | 17 |
|
|
2020
Q3 | $5.53M | Sell |
53,647
-1,722
| -3% | -$177K | 1.87% | 21 |
|
|
2020
Q2 | $5.41M | Sell |
55,369
-210
| -0.4% | -$20.5K | 1.99% | 21 |
|
|
2020
Q1 | $5.28M | Sell |
55,579
-1,052
| -2% | -$99.9K | 2.42% | 10 |
|
|
2019
Q4 | $6.55M | Buy |
56,631
+1,203
| +2% | +$139K | 2.2% | 14 |
|
|
2019
Q3 | $5.74M | Sell |
55,428
-1,737
| -3% | -$180K | 2.11% | 15 |
|
|
2019
Q2 | $5.21M | Sell |
57,165
-7,630
| -12% | -$696K | 1.97% | 24 |
|
|
2019
Q1 | $5.72M | Sell |
64,795
-888
| -1% | -$78.4K | 2.33% | 10 |
|
|
2018
Q4 | $4.83M | Sell |
65,683
-4,367
| -6% | -$321K | 2.49% | 11 |
|
|
2018
Q3 | $5.77M | Buy |
70,050
+134
| +0.2% | +$11K | 2.28% | 12 |
|
|
2018
Q2 | $5.18M | Sell |
69,916
-1,440
| -2% | -$107K | 2.23% | 14 |
|
|
2018
Q1 | $5.09M | Sell |
71,356
-1,442
| -2% | -$103K | 2.25% | 12 |
|
|
2017
Q4 | $4.77M | Sell |
72,798
-1,540
| -2% | -$101K | 2.1% | 15 |
|
|
2017
Q3 | $4.79M | Sell |
74,338
-3,482
| -4% | -$225K | 2.16% | 16 |
|
|
2017
Q2 | $4.76M | Sell |
77,820
-1,456
| -2% | -$89.1K | 2.15% | 17 |
|
|
2017
Q1 | $4.57M | Sell |
79,276
-1,080
| -1% | -$62.3K | 2.11% | 16 |
|
|
2016
Q4 | $4.27M | Sell |
80,356
-372
| -0.5% | -$19.8K | 2.13% | 17 |
|
|
2016
Q3 | $4.02M | Sell |
80,728
-1,714
| -2% | -$85.2K | 2.01% | 22 |
|
|
2016
Q2 | $4.48M | Sell |
82,442
-7,818
| -9% | -$425K | 2.37% | 15 |
|
|
2016
Q1 | $4.63M | Sell |
90,260
-1,144
| -1% | -$58.7K | 2.38% | 14 |
|
|
2015
Q4 | $4.18M | Buy |
91,404
+334
| +0.4% | +$15.3K | 2.18% | 20 |
|
|
2015
Q3 | $3.94M | Sell |
91,070
-21,986
| -19% | -$952K | 2.2% | 21 |
|
|
2015
Q2 | $4.68M | Buy |
113,056
+300
| +0.3% | +$12.4K | 2.35% | 15 |
|
|
2015
Q1 | $4.48M | Sell |
112,756
-6,330
| -5% | -$251K | 2.17% | 21 |
|
|
2014
Q4 | $4.23M | Buy |
119,086
+348
| +0.3% | +$12.3K | 2.08% | 22 |
|
|
2014
Q3 | $3.84M | Sell |
118,738
-1,818
| -2% | -$58.7K | 1.97% | 20 |
|
|
2014
Q2 | $3.64M | Sell |
120,556
-4,600
| -4% | -$139K | 1.9% | 22 |
|
|
2014
Q1 | $3.55M | Sell |
125,156
-18,508
| -13% | -$525K | 1.8% | 22 |
|
|
2013
Q4 | $4.24M | Buy |
143,664
+316
| +0.2% | +$9.33K | 2.22% | 14 |
|
|
2013
Q3 | $3.62M | Sell |
143,348
-12,192
| -8% | -$308K | 2.1% | 15 |
|
|
2013
Q2 | $3.4M | Buy |
+155,540
| New | +$3.4M | 2.01% | 16 |
|