Kathmere Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
1,488
+106
| +8% | +$18.3K | 0.02% | 395 |
|
|
2025
Q1 | $305K | Buy |
1,382
+88
| +7% | +$19.4K | 0.03% | 320 |
|
|
2024
Q4 | $266K | Buy |
1,294
+90
| +7% | +$18.5K | 0.02% | 332 |
|
|
2024
Q3 | $216K | Buy |
+1,204
| New | +$216K | 0.02% | 349 |
|
|
2022
Q3 | – | Sell |
-7,606
| Closed | -$677K | – | 176 |
|
|
2022
Q2 | $677K | Buy |
7,606
+63
| +0.8% | +$5.61K | 0.12% | 67 |
|
|
2022
Q1 | $765K | Sell |
7,543
-1,143
| -13% | -$116K | 0.13% | 62 |
|
|
2021
Q4 | $902K | Sell |
8,686
-535
| -6% | -$55.6K | 0.16% | 55 |
|
|
2021
Q3 | $1M | Sell |
9,221
-959
| -9% | -$104K | 0.18% | 50 |
|
|
2021
Q2 | $1.09M | Hold |
10,180
| – | – | 0.21% | 50 |
|
|
2021
Q1 | $1.21M | Sell |
10,180
-37
| -0.4% | -$4.41K | 0.24% | 45 |
|
|
2020
Q4 | $1.16M | Sell |
10,217
-2,953
| -22% | -$336K | 0.25% | 37 |
|
|
2020
Q3 | $1.36M | Sell |
13,170
-2,000
| -13% | -$206K | 0.34% | 33 |
|
|
2020
Q2 | $1.48M | Buy |
15,170
+6,000
| +65% | +$586K | 0.43% | 32 |
|
|
2020
Q1 | $871K | Hold |
9,170
| – | – | 0.32% | 40 |
|
|
2019
Q4 | $1.06M | Buy |
+9,170
| New | +$1.06M | 0.38% | 49 |
|