Forte Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
2,100
-627
| -23% | -$108K | 0.04% | 196 |
|
|
2025
Q1 | $602K | Sell |
2,727
-190
| -7% | -$42K | 0.07% | 159 |
|
|
2024
Q4 | $599K | Hold |
2,917
| – | – | 0.07% | 151 |
|
|
2024
Q3 | $524K | Sell |
2,917
-130
| -4% | -$23.4K | 0.06% | 164 |
|
|
2024
Q2 | $454K | Hold |
3,047
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $487K | Hold |
3,047
| – | – | 0.06% | 162 |
|
|
2023
Q4 | $405K | Sell |
3,047
-116
| -4% | -$15.4K | 0.06% | 161 |
|
|
2023
Q3 | $357K | Buy |
3,163
+300
| +10% | +$33.9K | 0.06% | 158 |
|
|
2023
Q2 | $361K | Sell |
2,863
-300
| -9% | -$37.8K | 0.05% | 158 |
|
|
2023
Q1 | $358K | Sell |
3,163
-63
| -2% | -$7.12K | 0.05% | 157 |
|
|
2022
Q4 | $326K | Buy |
3,226
+63
| +2% | +$6.37K | 0.06% | 163 |
|
|
2022
Q3 | $296K | Hold |
3,163
| – | – | 0.05% | 158 |
|
|
2022
Q2 | $281K | Sell |
3,163
-25
| -0.8% | -$2.22K | 0.05% | 163 |
|
|
2022
Q1 | $331K | Hold |
3,188
| – | – | 0.04% | 175 |
|
|
2021
Q4 | $331K | Sell |
3,188
-110
| -3% | -$11.4K | 0.04% | 175 |
|
|
2021
Q3 | $358K | Sell |
3,298
-215
| -6% | -$23.3K | 0.05% | 169 |
|
|
2021
Q2 | $376K | Buy |
3,513
+1,167
| +50% | +$125K | 0.05% | 167 |
|
|
2021
Q1 | $279K | Buy |
2,346
+215
| +10% | +$25.6K | 0.04% | 179 |
|
|
2020
Q4 | $243K | Sell |
2,131
-32
| -1% | -$3.65K | 0.04% | 186 |
|
|
2020
Q3 | $223K | Sell |
2,163
-24
| -1% | -$2.47K | 0.04% | 171 |
|
|
2020
Q2 | $213K | Buy |
+2,187
| New | +$213K | 0.04% | 170 |
|