Monarch 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 | $5.23M | Buy |
30,320
+1,195
| +4% | +$206K | 1.4% | 27 |
|
|
2025
Q1 | $6.43M | Sell |
29,125
-669
| -2% | -$148K | 1.79% | 19 |
|
|
2024
Q4 | $6.12M | Sell |
29,794
-466
| -2% | -$95.7K | 1.68% | 24 |
|
|
2024
Q3 | $5.44M | Sell |
30,260
-159
| -0.5% | -$28.6K | 1.46% | 27 |
|
|
2024
Q2 | $4.53M | Sell |
30,419
-145
| -0.5% | -$21.6K | 1.33% | 27 |
|
|
2024
Q1 | $4.88M | Sell |
30,564
-89
| -0.3% | -$14.2K | 1.38% | 28 |
|
|
2023
Q4 | $4.07M | Sell |
30,653
-602
| -2% | -$80K | 1.23% | 30 |
|
|
2023
Q3 | $3.53M | Sell |
31,255
-335
| -1% | -$37.8K | 1.13% | 33 |
|
|
2023
Q2 | $3.99M | Sell |
31,590
-302
| -0.9% | -$38.1K | 1.21% | 32 |
|
|
2023
Q1 | $3.6M | Sell |
31,892
-408
| -1% | -$46.1K | 1.11% | 36 |
|
|
2022
Q4 | $3.26M | Sell |
32,300
-1,969
| -6% | -$199K | 1% | 37 |
|
|
2022
Q3 | $3.21M | Sell |
34,269
-1,142
| -3% | -$107K | 1.05% | 36 |
|
|
2022
Q2 | $3.15M | Buy |
35,411
+315
| +0.9% | +$28K | 0.94% | 39 |
|
|
2022
Q1 | $3.56M | Buy |
35,096
+2,218
| +7% | +$225K | 0.94% | 40 |
|
|
2021
Q4 | $3.41M | Buy |
32,878
+8,206
| +33% | +$852K | 0.88% | 39 |
|
|
2021
Q3 | $2.68M | Buy |
24,672
+1,122
| +5% | +$122K | 0.74% | 42 |
|
|
2021
Q2 | $2.52M | Buy |
23,550
+722
| +3% | +$77.2K | 0.72% | 42 |
|
|
2021
Q1 | $2.72M | Buy |
22,828
+2,656
| +13% | +$316K | 0.81% | 41 |
|
|
2020
Q4 | $2.3M | Buy |
20,172
+4,052
| +25% | +$461K | 0.72% | 42 |
|
|
2020
Q3 | $1.66M | Buy |
+16,120
| New | +$1.66M | 0.58% | 47 |
|