Prana 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 | $1.58M | Buy |
+9,157
| New | +$1.58M | 0.06% | 86 |
|
|
2024
Q4 | – | Sell |
-27,144
| Closed | -$4.88M | – | 105 |
|
|
2024
Q3 | $4.88M | Sell |
27,144
-110,284
| -80% | -$19.8M | 0.22% | 64 |
|
|
2024
Q2 | $20.5M | Sell |
137,428
-71,283
| -34% | -$10.6M | 0.97% | 34 |
|
|
2024
Q1 | $33.4M | Buy |
208,711
+98,701
| +90% | +$15.8M | 1.5% | 27 |
|
|
2023
Q4 | $14.6M | Sell |
110,010
-266,894
| -71% | -$35.5M | 0.86% | 35 |
|
|
2023
Q3 | $42.6M | Buy |
+376,904
| New | +$42.6M | 2.72% | 10 |
|
|
2022
Q3 | – | Sell |
-113,955
| Closed | -$10.1M | – | 92 |
|
|
2022
Q2 | $10.1M | Buy |
+113,955
| New | +$10.1M | 0.77% | 41 |
|
|
2021
Q3 | – | Sell |
-106,742
| Closed | -$11.4M | – | 78 |
|
|
2021
Q2 | $11.4M | Buy |
+106,742
| New | +$11.4M | 0.78% | 40 |
|
|
2021
Q1 | – | Sell |
-58,435
| Closed | -$6.65M | – | 78 |
|
|
2020
Q4 | $6.65M | Sell |
58,435
-182,899
| -76% | -$20.8M | 0.87% | 29 |
|
|
2020
Q3 | $24.9M | Sell |
241,334
-172,955
| -42% | -$17.8M | 4.32% | 8 |
|
|
2020
Q2 | $40.4M | Buy |
414,289
+291,851
| +238% | +$28.5M | 5.51% | 3 |
|
|
2020
Q1 | $11.6M | Sell |
122,438
-34,234
| -22% | -$3.25M | 3.39% | 11 |
|
|
2019
Q4 | $18.1M | Buy |
+156,672
| New | +$18.1M | 2.65% | 17 |
|