KCM Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
2,032
-470
| -19% | -$81K | 0.01% | 299 |
|
|
2025
Q1 | $553K | Buy |
2,502
+244
| +11% | +$53.9K | 0.02% | 250 |
|
|
2024
Q4 | $464K | Buy |
2,258
+831
| +58% | +$171K | 0.02% | 264 |
|
|
2024
Q3 | $256K | Buy |
1,427
+26
| +2% | +$4.67K | 0.01% | 337 |
|
|
2024
Q2 | $209K | Sell |
1,401
-94
| -6% | -$14K | 0.01% | 357 |
|
|
2024
Q1 | $239K | Sell |
1,495
-53
| -3% | -$8.47K | 0.01% | 349 |
|
|
2023
Q4 | $206K | Buy |
+1,548
| New | +$206K | 0.01% | 360 |
|
|
2023
Q3 | – | Sell |
-1,638
| Closed | -$207K | – | 374 |
|
|
2023
Q2 | $207K | Buy |
+1,638
| New | +$207K | 0.01% | 374 |
|
|
2022
Q2 | – | Sell |
-2,167
| Closed | -$220K | – | 395 |
|
|
2022
Q1 | $220K | Sell |
2,167
-276
| -11% | -$28K | 0.01% | 388 |
|
|
2021
Q4 | $254K | Buy |
+2,443
| New | +$254K | 0.01% | 372 |
|