Evergreen 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
Q2 | $958K | Sell |
5,558
-152
| -3% | -$26.2K | 0.03% | 371 |
|
|
2025
Q1 | $1.26M | Buy |
5,710
+117
| +2% | +$25.8K | 0.04% | 301 |
|
|
2024
Q4 | $1.15M | Buy |
5,593
+3
| +0.1% | +$616 | 0.04% | 317 |
|
|
2024
Q3 | $1M | Buy |
5,590
+273
| +5% | +$49K | 0.03% | 328 |
|
|
2024
Q2 | $792K | Buy |
5,317
+129
| +2% | +$19.2K | 0.03% | 350 |
|
|
2024
Q1 | $829K | Buy |
5,188
+46
| +0.9% | +$7.35K | 0.03% | 322 |
|
|
2023
Q4 | $683K | Buy |
5,142
+316
| +7% | +$42K | 0.03% | 354 |
|
|
2023
Q3 | $545K | Sell |
4,826
-219
| -4% | -$24.7K | 0.02% | 371 |
|
|
2023
Q2 | $636K | Sell |
5,045
-455
| -8% | -$57.4K | 0.03% | 350 |
|
|
2023
Q1 | $622K | Buy |
5,500
+852
| +18% | +$96.3K | 0.03% | 338 |
|
|
2022
Q4 | $470K | Buy |
4,648
+324
| +7% | +$32.7K | 0.02% | 382 |
|
|
2022
Q3 | $405K | Buy |
4,324
+566
| +15% | +$53K | 0.02% | 385 |
|
|
2022
Q2 | $335K | Sell |
3,758
-1,568
| -29% | -$140K | 0.02% | 398 |
|
|
2022
Q1 | $540K | Sell |
5,326
-680
| -11% | -$68.9K | 0.02% | 357 |
|
|
2021
Q4 | $623K | Sell |
6,006
-18,452
| -75% | -$1.91M | 0.02% | 343 |
|
|
2021
Q3 | $2.65M | Buy |
24,458
+334
| +1% | +$36.2K | 0.12% | 188 |
|
|
2021
Q2 | $2.58M | Buy |
24,124
+265
| +1% | +$28.3K | 0.12% | 176 |
|
|
2021
Q1 | $2.84M | Buy |
23,859
+1,408
| +6% | +$168K | 0.15% | 153 |
|
|
2020
Q4 | $2.56M | Buy |
22,451
+19,126
| +575% | +$2.18M | 0.15% | 145 |
|
|
2020
Q3 | $343K | Sell |
3,325
-195
| -6% | -$20.1K | 0.02% | 312 |
|
|
2020
Q2 | $344K | Sell |
3,520
-98
| -3% | -$9.58K | 0.03% | 290 |
|
|
2020
Q1 | $344K | Sell |
3,618
-407
| -10% | -$38.7K | 0.03% | 261 |
|
|
2019
Q4 | $465K | Buy |
4,025
+1,594
| +66% | +$184K | 0.04% | 262 |
|
|
2019
Q3 | $252K | Hold |
2,431
| – | – | 0.02% | 337 |
|
|
2019
Q2 | $222K | Buy |
2,431
+67
| +3% | +$6.12K | 0.02% | 370 |
|
|
2019
Q1 | $209K | Buy |
+2,364
| New | +$209K | 0.02% | 355 |
|