LVM Capital 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 | $905K | Sell |
5,250
-150
| -3% | -$25.9K | 0.09% | 79 |
|
|
2025
Q1 | $1.19M | Hold |
5,400
| – | – | 0.13% | 67 |
|
|
2024
Q4 | $1.11M | Hold |
5,400
| – | – | 0.12% | 67 |
|
|
2024
Q3 | $805K | Hold |
5,400
| – | – | 0.09% | 81 |
|
|
2024
Q2 | $805K | Sell |
5,400
-25
| -0.5% | -$3.73K | 0.09% | 81 |
|
|
2024
Q1 | $867K | Hold |
5,425
| – | – | 0.1% | 74 |
|
|
2023
Q4 | $721K | Hold |
5,425
| – | – | 0.09% | 84 |
|
|
2023
Q3 | $613K | Hold |
5,425
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $684K | Hold |
5,425
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $613K | Sell |
5,425
-210
| -4% | -$23.7K | 0.09% | 89 |
|
|
2022
Q4 | $570K | Hold |
5,635
| – | – | 0.08% | 88 |
|
|
2022
Q3 | $527K | Sell |
5,635
-50
| -0.9% | -$4.68K | 0.08% | 87 |
|
|
2022
Q2 | $506K | Sell |
5,685
-240
| -4% | -$21.4K | 0.07% | 89 |
|
|
2022
Q1 | $601K | Hold |
5,925
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $615K | Hold |
5,925
| – | – | 0.08% | 79 |
|
|
2021
Q3 | $643K | Buy |
5,925
+225
| +4% | +$24.4K | 0.1% | 76 |
|
|
2021
Q2 | $609K | Hold |
5,700
| – | – | 0.09% | 76 |
|
|
2021
Q1 | $679K | Sell |
5,700
-500
| -8% | -$59.6K | 0.11% | 70 |
|
|
2020
Q4 | $706K | Hold |
6,200
| – | – | 0.12% | 66 |
|
|
2020
Q3 | $639K | Sell |
6,200
-500
| -7% | -$51.5K | 0.12% | 67 |
|
|
2020
Q2 | $654K | Hold |
6,700
| – | – | 0.13% | 62 |
|
|
2020
Q1 | $636K | Sell |
6,700
-8
| -0.1% | -$759 | 0.16% | 53 |
|
|
2019
Q4 | $776K | Sell |
6,708
-212
| -3% | -$24.5K | 0.15% | 54 |
|
|
2019
Q3 | $717K | Hold |
6,920
| – | – | 0.15% | 57 |
|
|
2019
Q2 | $631K | Hold |
6,920
| – | – | 0.14% | 59 |
|
|
2019
Q1 | $611K | Sell |
6,920
-159
| -2% | -$14K | 0.14% | 59 |
|
|
2018
Q4 | $520K | Buy |
7,079
+159
| +2% | +$11.7K | 0.14% | 59 |
|
|
2018
Q3 | $570K | Hold |
6,920
| – | – | 0.13% | 64 |
|
|
2018
Q2 | $513K | Hold |
6,920
| – | – | 0.12% | 68 |
|
|
2018
Q1 | $493K | Hold |
6,920
| – | – | 0.11% | 68 |
|
|
2017
Q4 | $454K | Hold |
6,920
| – | – | 0.1% | 74 |
|
|
2017
Q3 | $446K | Hold |
6,920
| – | – | 0.11% | 70 |
|
|
2017
Q2 | $423K | Hold |
6,920
| – | – | 0.11% | 74 |
|
|
2017
Q1 | $399K | Hold |
6,920
| – | – | 0.1% | 76 |
|
|
2016
Q4 | $368K | Hold |
6,920
| – | – | 0.1% | 78 |
|
|
2016
Q3 | $209K | Hold |
6,920
| – | – | 0.07% | 101 |
|
|
2016
Q2 | $376K | Hold |
6,920
| – | – | 0.11% | 75 |
|
|
2016
Q1 | $355K | Hold |
6,920
| – | – | 0.11% | 76 |
|
|
2015
Q4 | $316K | Hold |
6,920
| – | – | 0.11% | 76 |
|
|
2015
Q3 | $300K | Hold |
6,920
| – | – | 0.11% | 79 |
|
|
2015
Q2 | $287K | Hold |
6,920
| – | – | 0.1% | 91 |
|
|
2015
Q1 | $275K | Hold |
6,920
| – | – | 0.09% | 92 |
|
|
2014
Q4 | $246K | Hold |
6,920
| – | – | 0.08% | 97 |
|
|
2014
Q3 | $224K | Hold |
6,920
| – | – | 0.07% | 101 |
|
|
2014
Q2 | $209K | Buy |
+6,920
| New | +$209K | 0.07% | 101 |
|
|
2014
Q1 | – | Sell |
-6,920
| Closed | -$204K | – | 116 |
|
|
2013
Q4 | $204K | Buy |
+6,920
| New | +$204K | 0.07% | 110 |
|