Excalibur 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 | $309K | Sell |
1,794
-175
| -9% | -$30.2K | 0.12% | 134 |
|
|
2025
Q1 | $435K | Hold |
1,969
| – | – | 0.17% | 110 |
|
|
2024
Q4 | $404K | Hold |
1,969
| – | – | 0.16% | 115 |
|
|
2024
Q3 | $354K | Sell |
1,969
-125
| -6% | -$22.5K | 0.13% | 131 |
|
|
2024
Q2 | $312K | Hold |
2,094
| – | – | 0.13% | 129 |
|
|
2024
Q1 | $335K | Hold |
2,094
| – | – | 0.14% | 120 |
|
|
2023
Q4 | $278K | Buy |
2,094
+250
| +14% | +$33.2K | 0.13% | 129 |
|
|
2023
Q3 | $208K | Hold |
1,844
| – | – | 0.11% | 143 |
|
|
2023
Q2 | $233K | Hold |
1,844
| – | – | 0.12% | 137 |
|
|
2023
Q1 | $208K | Buy |
+1,844
| New | +$208K | 0.11% | 145 |
|