Karpas Strategies’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.71M | Sell |
45,035
-240
| -0.5% | -$35.8K | 2.11% | 12 |
|
|
2024
Q1 | $7.24M | Sell |
45,275
-20
| -0% | -$3.2K | 2.25% | 12 |
|
|
2023
Q4 | $6.02M | Sell |
45,295
-700
| -2% | -$93K | 1.99% | 13 |
|
|
2023
Q3 | $5.2M | Sell |
45,995
-450
| -1% | -$50.8K | 1.91% | 14 |
|
|
2023
Q2 | $5.86M | Hold |
46,445
| – | – | 1.98% | 12 |
|
|
2023
Q1 | $5.25M | Sell |
46,445
-200
| -0.4% | -$22.6K | 1.85% | 15 |
|
|
2022
Q4 | $4.71M | Hold |
46,645
| – | – | 1.66% | 17 |
|
|
2022
Q3 | $4.37M | Sell |
46,645
-50
| -0.1% | -$4.68K | 1.66% | 16 |
|
|
2022
Q2 | $4.15M | Buy |
46,695
+7,770
| +20% | +$691K | 1.45% | 18 |
|
|
2022
Q1 | $3.95M | Buy |
38,925
+2,595
| +7% | +$263K | 1.24% | 21 |
|
|
2021
Q4 | $3.77M | Buy |
36,330
+50
| +0.1% | +$5.19K | 1.21% | 23 |
|
|
2021
Q3 | $3.61M | Buy |
+36,280
| New | +$3.61M | 1.19% | 22 |
|