Carmel 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 | $8.08M | Buy |
46,860
+250
| +0.5% | +$43.1K | 2.72% | 15 |
|
|
2025
Q1 | $10.3M | Hold |
46,610
| – | – | 4.18% | 11 |
|
|
2024
Q4 | $9.57M | Buy |
46,610
+9,370
| +25% | +$1.92M | 3.62% | 12 |
|
|
2024
Q3 | $6.69M | Sell |
37,240
-305
| -0.8% | -$54.8K | 2.51% | 17 |
|
|
2024
Q2 | $5.6M | Buy |
37,545
+55
| +0.1% | +$8.2K | 2.18% | 19 |
|
|
2024
Q1 | $5.99M | Buy |
37,490
+300
| +0.8% | +$47.9K | 2.46% | 18 |
|
|
2023
Q4 | $4.94M | Buy |
37,190
+14,450
| +64% | +$1.92M | 2.37% | 22 |
|
|
2023
Q3 | $2.57M | Sell |
22,740
-575
| -2% | -$65K | 1.45% | 22 |
|
|
2023
Q2 | $2.94M | Buy |
23,315
+300
| +1% | +$37.8K | 1.53% | 23 |
|
|
2023
Q1 | $2.6M | Buy |
23,015
+300
| +1% | +$33.9K | 1.49% | 25 |
|
|
2022
Q4 | $2.3M | Buy |
22,715
+400
| +2% | +$40.4K | 1.42% | 25 |
|
|
2022
Q3 | $2.09M | Buy |
22,315
+2,150
| +11% | +$201K | 1.36% | 26 |
|
|
2022
Q2 | $1.79M | Buy |
20,165
+2,350
| +13% | +$209K | 1.11% | 27 |
|
|
2022
Q1 | $1.81M | Hold |
17,815
| – | – | 0.94% | 28 |
|
|
2021
Q4 | $1.85M | Buy |
+17,815
| New | +$1.85M | 0.91% | 28 |
|