Coerente 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 | $27.3M | Buy |
158,582
+6,928
| +5% | +$1.19M | 5.03% | 7 |
|
|
2025
Q1 | $33.5M | Sell |
151,654
-1,798
| -1% | -$397K | 6.52% | 3 |
|
|
2024
Q4 | $31.5M | Sell |
153,452
-11,775
| -7% | -$2.42M | 5.88% | 3 |
|
|
2024
Q3 | $29.7M | Sell |
165,227
-19,182
| -10% | -$3.45M | 5.54% | 3 |
|
|
2024
Q2 | $27.5M | Sell |
184,409
-4,751
| -3% | -$708K | 5.36% | 3 |
|
|
2024
Q1 | $30.2M | Sell |
189,160
-4,563
| -2% | -$729K | 5.71% | 3 |
|
|
2023
Q4 | $25.7M | Sell |
193,723
-2,685
| -1% | -$357K | 5.26% | 4 |
|
|
2023
Q3 | $22.2M | Sell |
196,408
-6,444
| -3% | -$728K | 4.95% | 9 |
|
|
2023
Q2 | $25.6M | Sell |
202,852
-8,037
| -4% | -$1.01M | 5.5% | 3 |
|
|
2023
Q1 | $23.8M | Sell |
210,889
-11,908
| -5% | -$1.35M | 5.36% | 6 |
|
|
2022
Q4 | $22.5M | Buy |
222,797
+1,660
| +0.8% | +$168K | 4.96% | 8 |
|
|
2022
Q3 | $20.7M | Sell |
221,137
-2,445
| -1% | -$229K | 4.98% | 9 |
|
|
2022
Q2 | $19.9M | Buy |
223,582
+3,800
| +2% | +$338K | 4.44% | 11 |
|
|
2022
Q1 | $22.3M | Buy |
219,782
+3,034
| +1% | +$308K | 4.45% | 9 |
|
|
2021
Q4 | $22.5M | Buy |
216,748
+11,479
| +6% | +$1.19M | 4.25% | 11 |
|
|
2021
Q3 | $22.3M | Buy |
205,269
+2,830
| +1% | +$307K | 4.61% | 8 |
|
|
2021
Q2 | $21.6M | Buy |
202,439
+3,848
| +2% | +$411K | 4.48% | 8 |
|
|
2021
Q1 | $23.6M | Buy |
+198,591
| New | +$23.6M | 5.17% | 7 |
|