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DNCA Finance’s Fiserv FI Stock Holding History

DNCA Finance’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.22M Hold
41,850
– – 0.55% 48
2025
Q1 		$9.24M Sell
41,850
-4,400
-10% -$972K 0.77% 37
2024
Q4 		$9.5M Sell
46,250
-5,250
-10% -$1.08M 0.74% 39
2024
Q3 		$9.25M Buy
+51,500
New +$9.25M 0.79% 36