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 |
|