Keel Point’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
30,029
+6,919
| +30% | +$1.19M | 0.34% | 48 |
|
|
2025
Q1 | $5.1M | Sell |
23,110
-1,092
| -5% | -$241K | 0.4% | 43 |
|
|
2024
Q4 | $4.97M | Sell |
24,202
-3,458
| -13% | -$710K | 0.4% | 40 |
|
|
2024
Q3 | $4.97M | Sell |
27,660
-1,212
| -4% | -$218K | 0.41% | 37 |
|
|
2024
Q2 | $4.69M | Sell |
28,872
-1,830
| -6% | -$297K | 0.42% | 41 |
|
|
2024
Q1 | $4.91M | Buy |
30,702
+442
| +1% | +$70.6K | 0.51% | 37 |
|
|
2023
Q4 | $4.02M | Sell |
30,260
-223
| -0.7% | -$29.6K | 0.48% | 41 |
|
|
2023
Q3 | $3.44M | Sell |
30,483
-503
| -2% | -$56.8K | 0.47% | 45 |
|
|
2023
Q2 | $3.91M | Sell |
30,986
-6,627
| -18% | -$836K | 0.52% | 40 |
|
|
2023
Q1 | $4.25M | Buy |
37,613
+1,204
| +3% | +$136K | 0.61% | 30 |
|
|
2022
Q4 | $3.68M | Sell |
36,409
-1,550
| -4% | -$157K | 0.58% | 40 |
|
|
2022
Q3 | $3.55M | Sell |
37,959
-3,930
| -9% | -$368K | 0.61% | 36 |
|
|
2022
Q2 | $4.46M | Buy |
41,889
+801
| +2% | +$85.3K | 0.7% | 29 |
|
|
2022
Q1 | $4.17M | Buy |
41,088
+2,044
| +5% | +$207K | 0.62% | 38 |
|
|
2021
Q4 | $4.05M | Buy |
39,044
+6,089
| +18% | +$632K | 0.46% | 43 |
|
|
2021
Q3 | $3.58M | Buy |
+32,955
| New | +$3.58M | 0.46% | 45 |
|