KLCM Advisors’s Fiserv FI Stock Holding History

KLCM Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.27M	Sell	18,968 -1,155	-6%	-$199K	0.35%	48
2025 Q1	$4.44M	Hold	20,123	–	–	0.52%	43
2024 Q4	$4.13M	Sell	20,123 -120	-0.6%	-$24.7K	0.48%	37
2024 Q3	$3.64M	Buy	20,243 +1,020	+5%	+$183K	0.43%	39
2024 Q2	$2.86M	Hold	19,223	–	–	0.35%	43
2024 Q1	$3.07M	Sell	19,223 -13	-0.1%	-$2.08K	0.39%	41
2023 Q4	$2.56M	Sell	19,236 -6	-0%	-$797	0.39%	44
2023 Q3	$2.17M	Buy	19,242 +206	+1%	+$23.3K	0.41%	46
2023 Q2	$2.4M	Sell	19,036 -8,161	-30%	-$1.03M	0.47%	43
2023 Q1	$3.07M	Sell	27,197 -21,166	-44%	-$2.39M	0.61%	41
2022 Q4	$4.89M	Buy	48,363 +10,813	+29%	+$1.09M	0.99%	32
2022 Q3	$3.51M	Hold	37,550	–	–	0.83%	34
2022 Q2	$3.34M	Sell	37,550 -124	-0.3%	-$11K	0.74%	35
2022 Q1	$3.82M	Buy	37,674 +300	+0.8%	+$30.4K	0.81%	33
2021 Q4	$3.88M	Buy	37,374 +13,120	+54%	+$1.36M	0.84%	32
2021 Q3	$2.63M	Hold	24,254	–	–	0.57%	35
2021 Q2	$2.59M	Buy	24,254 +450	+2%	+$48.1K	0.57%	32
2021 Q1	$2.83M	Sell	23,804 -276	-1%	-$32.9K	0.64%	32
2020 Q4	$2.74M	Sell	24,080 -80	-0.3%	-$9.11K	0.68%	32
2020 Q3	$2.49M	Sell	24,160 -80	-0.3%	-$8.25K	0.73%	31
2020 Q2	$2.37M	Hold	24,240	–	–	0.67%	31
2020 Q1	$2.3M	Sell	24,240 -500	-2%	-$47.5K	0.73%	27
2019 Q4	$2.86M	Sell	24,740 -100	-0.4%	-$11.6K	0.63%	29
2019 Q3	$2.57M	Buy	24,840 +200	+0.8%	+$20.7K	0.66%	29
2019 Q2	$2.25M	Hold	24,640	–	–	0.55%	29
2019 Q1	$2.18M	Hold	24,640	–	–	0.53%	30
2018 Q4	$1.81M	Hold	24,640	–	–	0.53%	29
2018 Q3	$2.03M	Hold	24,640	–	–	0.5%	32
2018 Q2	$1.83M	Hold	24,640	–	–	0.48%	31
2018 Q1	$1.76M	Sell	24,640 -400	-2%	-$28.5K	0.48%	30
2017 Q4	$1.64M	Sell	25,040 -600	-2%	-$39.3K	0.4%	32
2017 Q3	$1.65M	Sell	25,640 -302	-1%	-$19.5K	0.43%	29
2017 Q2	$1.59M	Buy	25,942 +1,576	+6%	+$96.4K	0.43%	30
2017 Q1	$1.41M	Buy	24,366 +1,166	+5%	+$67.2K	0.4%	31
2016 Q4	$1.23M	Sell	23,200 -200	-0.9%	-$10.6K	0.36%	32
2016 Q3	$1.16M	Hold	23,400	–	–	0.37%	33
2016 Q2	$1.27M	Sell	23,400 -200	-0.8%	-$10.9K	0.44%	29
2016 Q1	$1.21M	Sell	23,600 -400	-2%	-$20.5K	0.42%	28
2015 Q4	$1.1M	Sell	24,000 -2,000	-8%	-$91.5K	0.4%	28
2015 Q3	$1.13M	Sell	26,000 -6,000	-19%	-$260K	0.4%	28
2015 Q2	$1.33M	Buy	32,000 +8,800	+38%	+$364K	0.33%	27
2015 Q1	$921K	Hold	23,200	–	–	0.26%	28
2014 Q4	$823K	Buy	23,200 +400	+2%	+$14.2K	0.21%	33
2014 Q3	$737K	Hold	22,800	–	–	0.2%	32
2014 Q2	$688K	Hold	22,800	–	–	0.16%	39
2014 Q1	$646K	Hold	22,800	–	–	0.17%	36
2013 Q4	$673K	Hold	22,800	–	–	0.18%	37
2013 Q3	$576K	Sell	22,800 -1,200	-5%	-$30.3K	0.16%	38
2013 Q2	$524K	Buy	+24,000	New	+$524K	0.17%	39