Kathmere Capital Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$257K Buy
2025
Q1
$305K Buy
2024
Q4
$266K Buy
2024
Q3
$216K Buy
2022
Q3
Sell
2022
Q2
$677K Buy
2022
Q1
$765K Sell
2021
Q4
$902K Sell
2021
Q3
$1M Sell
2021
Q2
$1.09M Hold
2021
Q1
$1.21M Sell
2020
Q4
$1.16M Sell
2020
Q3
$1.36M Sell
2020
Q2
$1.48M Buy
2020
Q1
$871K Hold
2019
Q4
$1.06M Buy