Concorde Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $368K | Hold |
1,750
| – | – | 0.2% | 92 |
|
|
2024
Q4 | $359K | Hold |
1,750
| – | – | 0.19% | 94 |
|
|
2024
Q3 | $314K | Buy |
+1,750
| New | +$314K | 0.18% | 108 |
|
|
2022
Q1 | – | Sell |
-5,131
| Closed | -$533K | – | 169 |
|
|
2021
Q4 | $533K | Sell |
5,131
-334
| -6% | -$34.7K | 0.32% | 101 |
|
|
2021
Q3 | $593K | Buy |
+5,465
| New | +$593K | 0.34% | 99 |
|