Engle 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
Q1 | – | Sell |
-96,000
| Closed | -$19.7M | – | 24 |
|
|
2024
Q4 | $19.7M | Sell |
96,000
-13,562
| -12% | -$2.79M | 5.9% | 7 |
|
|
2024
Q3 | $19.7M | Buy |
109,562
+11,562
| +12% | +$2.08M | 5.79% | 4 |
|
|
2024
Q2 | $14.6M | Buy |
98,000
+2,000
| +2% | +$298K | 4.94% | 9 |
|
|
2024
Q1 | $15.3M | Sell |
96,000
-12,000
| -11% | -$1.92M | 4.28% | 8 |
|
|
2023
Q4 | $14.3M | Buy |
+108,000
| New | +$14.3M | 5.03% | 5 |
|
|
2023
Q3 | – | Sell |
-86,000
| Closed | -$10.8M | – | 29 |
|
|
2023
Q2 | $10.8M | Buy |
+86,000
| New | +$10.8M | 3.36% | 15 |
|
|
2020
Q1 | – | Sell |
-242,000
| Closed | -$28M | – | 19 |
|
|
2019
Q4 | $28M | Sell |
242,000
-25,000
| -9% | -$2.89M | 6.01% | 5 |
|
|
2019
Q3 | $27.7M | Buy |
+267,000
| New | +$27.7M | 7.34% | 6 |
|