Otter Creek Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,928
| Closed | -$6.17M | – | 45 |
|
|
2025
Q1 | $6.17M | Sell |
27,928
-1,800
| -6% | -$397K | 3.7% | 2 |
|
|
2024
Q4 | $6.11M | Buy |
29,728
+101
| +0.3% | +$20.7K | 4.2% | 1 |
|
|
2024
Q3 | $5.32M | Sell |
29,627
-1,200
| -4% | -$216K | 3.38% | 12 |
|
|
2024
Q2 | $4.59M | Buy |
30,827
+2,827
| +10% | +$421K | 2.98% | 16 |
|
|
2024
Q1 | $4.47M | Buy |
+28,000
| New | +$4.47M | 2.66% | 10 |
|