DM
Delphi Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
8,300
+1,546
| +23% | +$267K | 1.38% | 28 |
|
|
2025
Q1 | $1.49M | Sell |
6,754
-635
| -9% | -$140K | 1.52% | 10 |
|
|
2024
Q4 | $1.52M | Sell |
7,389
-1,378
| -16% | -$283K | 1.47% | 24 |
|
|
2024
Q3 | $1.58M | Sell |
8,767
-1,504
| -15% | -$270K | 1.43% | 19 |
|
|
2024
Q2 | $1.53M | Sell |
10,271
-812
| -7% | -$121K | 1.25% | 56 |
|
|
2024
Q1 | $1.77M | Sell |
11,083
-92
| -0.8% | -$14.7K | 1.37% | 26 |
|
|
2023
Q4 | $1.48M | Sell |
11,175
-419
| -4% | -$55.6K | 1.36% | 37 |
|
|
2023
Q3 | $1.31M | Buy |
11,594
+479
| +4% | +$54.1K | 1.34% | 31 |
|
|
2023
Q2 | $1.4M | Buy |
+11,115
| New | +$1.4M | 1.46% | 12 |
|
|
2022
Q4 | $392K | Buy |
+3,878
| New | +$392K | 0.47% | 70 |
|
|
2014
Q1 | – | Sell |
-32,944
| Closed | -$1.95M | – | 114 |
|
|
2013
Q4 | $1.95M | Buy |
32,944
+16,077
| +95% | +$949K | 0.21% | 88 |
|
|
2013
Q3 | $1.7M | Sell |
16,867
-5,338
| -24% | -$539K | 0.19% | 89 |
|
|
2013
Q2 | $1.94M | Buy |
+22,205
| New | +$1.94M | 0.23% | 88 |
|