Carlson Capital’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$621K Buy
2022
Q2
Sell
2022
Q1
$4.29M Sell
2021
Q4
$4.98M Buy
2020
Q4
Sell
2020
Q3
$47M Sell
2020
Q2
$48.7M Buy
2020
Q1
$26.1M Buy
2019
Q4
$12.4M Sell
2019
Q3
$15.8M Sell
2019
Q2
$16M Buy
2014
Q1
Sell
2013
Q4
$7.87M Sell
2013
Q3
$17.9M Buy
2013
Q2
$9.15M Buy