Chickasaw 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 | $244K | Hold |
1,414
| – | – | 0.01% | 91 |
|
|
2025
Q1 | $312K | Hold |
1,414
| – | – | 0.01% | 79 |
|
|
2024
Q4 | $290K | Hold |
1,414
| – | – | 0.01% | 84 |
|
|
2024
Q3 | $254K | Hold |
1,414
| – | – | 0.01% | 87 |
|
|
2024
Q2 | $211K | Buy |
1,414
+50
| +4% | +$7.46K | 0.01% | 91 |
|
|
2024
Q1 | $218K | Buy |
+1,364
| New | +$218K | 0.01% | 91 |
|
|
2022
Q4 | – | Sell |
-2,274
| Closed | -$213K | – | 84 |
|
|
2022
Q3 | $213K | Hold |
2,274
| – | – | 0.01% | 77 |
|
|
2022
Q2 | $202K | Hold |
2,274
| – | – | 0.01% | 79 |
|
|
2022
Q1 | $231K | Hold |
2,274
| – | – | 0.01% | 82 |
|
|
2021
Q4 | $236K | Sell |
2,274
-303
| -12% | -$31.4K | 0.01% | 88 |
|
|
2021
Q3 | $280K | Hold |
2,577
| – | – | 0.01% | 77 |
|
|
2021
Q2 | $275K | Hold |
2,577
| – | – | 0.01% | 79 |
|
|
2021
Q1 | $307K | Hold |
2,577
| – | – | 0.02% | 74 |
|
|
2020
Q4 | $293K | Hold |
2,577
| – | – | 0.02% | 71 |
|
|
2020
Q3 | $266K | Buy |
2,577
+50
| +2% | +$5.16K | 0.02% | 69 |
|
|
2020
Q2 | $247K | Hold |
2,527
| – | – | 0.01% | 68 |
|
|
2020
Q1 | $240K | Hold |
2,527
| – | – | 0.02% | 69 |
|
|
2019
Q4 | $292K | Hold |
2,527
| – | – | 0.01% | 73 |
|
|
2019
Q3 | $262K | Buy |
+2,527
| New | +$262K | 0.01% | 75 |
|