Cheviot Value 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 | $1.15M | Buy |
8,636
+576
| +7% | +$76.7K | 0.13% | 55 |
|
|
2025
Q1 | $1.5M | Sell |
8,060
-37,644
| -82% | -$6.98M | 0.18% | 50 |
|
|
2024
Q4 | $9.39M | Sell |
45,704
-785
| -2% | -$161K | 1.8% | 21 |
|
|
2024
Q3 | $8.35M | Sell |
46,489
-6,386
| -12% | -$1.15M | 1.58% | 22 |
|
|
2024
Q2 | $7.88M | Sell |
52,875
-720
| -1% | -$107K | 1.54% | 22 |
|
|
2024
Q1 | $8.57M | Sell |
53,595
-454
| -0.8% | -$72.6K | 1.88% | 18 |
|
|
2023
Q4 | $7.2M | Sell |
54,049
-14,997
| -22% | -$2M | 1.55% | 22 |
|
|
2023
Q3 | $7.8M | Sell |
69,046
-3,383
| -5% | -$382K | 1.73% | 22 |
|
|
2023
Q2 | $9.14M | Buy |
72,429
+140
| +0.2% | +$17.7K | 1.99% | 21 |
|
|
2023
Q1 | $8.17M | Sell |
72,289
-844
| -1% | -$95.4K | 1.96% | 18 |
|
|
2022
Q4 | $7.45M | Sell |
73,133
-3,944
| -5% | -$402K | 1.83% | 18 |
|
|
2022
Q3 | $7.21M | Sell |
77,077
-5,995
| -7% | -$561K | 1.97% | 19 |
|
|
2022
Q2 | $7.39M | Sell |
83,072
-505
| -0.6% | -$44.9K | 1.84% | 19 |
|
|
2022
Q1 | $8.48M | Buy |
83,577
+9,818
| +13% | +$996K | 1.79% | 21 |
|
|
2021
Q4 | $7.66M | Buy |
73,759
+6,212
| +9% | +$645K | 1.79% | 19 |
|
|
2021
Q3 | $7.33M | Buy |
67,547
+2,056
| +3% | +$223K | 1.88% | 18 |
|
|
2021
Q2 | $7M | Buy |
65,491
+1,581
| +2% | +$169K | 1.72% | 21 |
|
|
2021
Q1 | $7.61M | Buy |
63,910
+2,728
| +4% | +$325K | 2.11% | 17 |
|
|
2020
Q4 | $6.97M | Buy |
61,182
+791
| +1% | +$90.1K | 2.1% | 15 |
|
|
2020
Q3 | $6.22M | Buy |
+60,391
| New | +$6.22M | 2.16% | 15 |
|