Fidelis Capital Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
3,709
-114
| -3% | -$15.3K | 0.05% | 260 |
|
|
2025
Q1 | $679K | Sell |
3,823
-59
| -2% | -$10.5K | 0.07% | 210 |
|
|
2024
Q4 | $841K | Buy |
3,882
+299
| +8% | +$64.8K | 0.08% | 182 |
|
|
2024
Q3 | $725K | Buy |
3,583
+75
| +2% | +$15.2K | 0.09% | 196 |
|
|
2024
Q2 | $548K | Sell |
3,508
-283
| -7% | -$44.2K | 0.08% | 203 |
|
|
2024
Q1 | $606K | Buy |
3,791
+496
| +15% | +$79.3K | 0.09% | 190 |
|
|
2023
Q4 | $438K | Buy |
3,295
+746
| +29% | +$99.1K | 0.1% | 191 |
|
|
2023
Q3 | $288K | Buy |
2,549
+131
| +5% | +$14.8K | 0.1% | 202 |
|
|
2023
Q2 | $305K | Buy |
2,418
+212
| +10% | +$26.7K | 0.11% | 197 |
|
|
2023
Q1 | $265K | Buy |
+2,206
| New | +$265K | 0.11% | 198 |
|