Keeler Thomas 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
$1.13M Sell
6,551
-12,072
-65% -$2.08M 0.49% 77
2025
Q1
$4.11M Sell
18,623
-5,993
-24% -$1.32M 2.02% 15
2024
Q4
$5.06M Sell
24,616
-1,056
-4% -$217K 1.8% 24
2024
Q3
$4.61M Buy
25,672
+561
+2% +$101K 1.46% 31
2024
Q2
$3.76M Sell
25,111
-267
-1% -$40K 1.28% 35
2024
Q1
$4.06M Sell
25,378
-385
-1% -$61.5K 1.39% 33
2023
Q4
$3.42M Buy
25,763
+2,489
+11% +$331K 1.35% 29
2023
Q3
$2.93M Sell
23,274
-406
-2% -$51.1K 1.08% 35
2023
Q2
$2.99M Buy
23,680
+2,100
+10% +$265K 1.21% 32
2023
Q1
$2.44M Buy
21,580
+5,724
+36% +$647K 1.15% 33
2022
Q4
$1.6M Sell
15,856
-766
-5% -$77.4K 0.81% 43
2022
Q3
$1.56M Buy
16,622
+841
+5% +$78.7K 0.79% 40
2022
Q2
$1.4M Sell
15,781
-5,026
-24% -$447K 0.7% 40
2022
Q1
$2.1M Sell
20,807
-3,467
-14% -$350K 1.01% 32
2021
Q4
$2.52M Sell
24,274
-12,619
-34% -$1.31M 1.09% 36
2021
Q3
$4.01M Buy
36,893
+2,229
+6% +$242K 1.91% 22
2021
Q2
$3.71M Buy
34,664
+3,030
+10% +$324K 1.81% 24
2021
Q1
$3.77M Buy
+31,634
New +$3.77M 1.98% 17