Poehling Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,514
| Closed | -$948K | – | 124 |
|
|
2023
Q2 | $948K | Sell |
7,514
-4,308
| -36% | -$543K | 0.32% | 70 |
|
|
2023
Q1 | $1.34M | Buy |
11,822
+1,438
| +14% | +$163K | 0.45% | 65 |
|
|
2022
Q4 | $1.05M | Buy |
10,384
+166
| +2% | +$16.8K | 0.39% | 66 |
|
|
2022
Q3 | $956K | Sell |
10,218
-804
| -7% | -$75.2K | 0.4% | 63 |
|
|
2022
Q2 | $981K | Buy |
11,022
+402
| +4% | +$35.8K | 0.37% | 57 |
|
|
2022
Q1 | $1.08M | Buy |
10,620
+552
| +5% | +$56K | 0.33% | 73 |
|
|
2021
Q4 | $1.05M | Buy |
10,068
+413
| +4% | +$42.9K | 0.34% | 74 |
|
|
2021
Q3 | $1.05M | Sell |
9,655
-226
| -2% | -$24.5K | 0.35% | 77 |
|
|
2021
Q2 | $1.06M | Buy |
9,881
+2,274
| +30% | +$243K | 0.34% | 82 |
|
|
2021
Q1 | $906K | Buy |
+7,607
| New | +$906K | 0.32% | 85 |
|
|
2018
Q3 | – | Sell |
-170
| Closed | -$13K | – | 165 |
|
|
2018
Q2 | $13K | Hold |
170
| – | – | 0.01% | 215 |
|
|
2018
Q1 | $12K | Hold |
170
| – | – | 0.01% | 221 |
|
|
2017
Q4 | $11K | Buy |
+170
| New | +$11K | 0.01% | 217 |
|