D.L. Carlson Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Sell |
33,611
-332
| -1% | -$57.2K | 1.06% | 23 |
|
|
2025
Q1 | $7.5M | Sell |
33,943
-1,025
| -3% | -$226K | 1.44% | 13 |
|
|
2024
Q4 | $7.18M | Sell |
34,968
-162
| -0.5% | -$33.3K | 1.28% | 18 |
|
|
2024
Q3 | $6.31M | Sell |
35,130
-226
| -0.6% | -$40.6K | 1.14% | 19 |
|
|
2024
Q2 | $5.27M | Buy |
35,356
+10,894
| +45% | +$1.62M | 1.02% | 21 |
|
|
2024
Q1 | $3.91M | Sell |
24,462
-458
| -2% | -$73.2K | 0.76% | 41 |
|
|
2023
Q4 | $3.69M | Sell |
24,920
-1,535
| -6% | -$227K | 0.75% | 44 |
|
|
2023
Q3 | $2.99M | Buy |
+26,455
| New | +$2.99M | 0.6% | 54 |
|