Pointe 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 | $549K | Buy |
3,187
+29
| +0.9% | +$5K | 0.29% | 82 |
|
|
2025
Q1 | $697K | Hold |
3,158
| – | – | 0.41% | 65 |
|
|
2024
Q4 | $649K | Buy |
3,158
+56
| +2% | +$11.5K | 0.37% | 74 |
|
|
2024
Q3 | $557K | Hold |
3,102
| – | – | 0.33% | 83 |
|
|
2024
Q2 | $462K | Hold |
3,102
| – | – | 0.29% | 90 |
|
|
2024
Q1 | $496K | Sell |
3,102
-9
| -0.3% | -$1.44K | 0.3% | 87 |
|
|
2023
Q4 | $413K | Buy |
3,111
+46
| +2% | +$6.11K | 0.29% | 93 |
|
|
2023
Q3 | $346K | Buy |
3,065
+22
| +0.7% | +$2.49K | 0.26% | 97 |
|
|
2023
Q2 | $384K | Sell |
3,043
-67
| -2% | -$8.45K | 0.29% | 96 |
|
|
2023
Q1 | $352K | Hold |
3,110
| – | – | 0.25% | 99 |
|
|
2022
Q4 | $314K | Hold |
3,110
| – | – | 0.24% | 111 |
|
|
2022
Q3 | $291K | Buy |
+3,110
| New | +$291K | 0.23% | 109 |
|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$213K | – | 168 |
|
|
2016
Q4 | $213K | Buy |
+4,000
| New | +$213K | 0.12% | 130 |
|