Forte Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $213K | Buy |
|