Running Oak Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
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|
2025
Q1 | $16.2M | Sell |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $14.1M | Sell |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $9.86M | Buy |
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|
2023
Q3 | $7.34M | Sell |
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|
2023
Q2 | $8.31M | Buy |
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|
2023
Q1 | $7.07M | Sell |
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|
2022
Q4 | $6.54M | Buy |
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|
2022
Q3 | $5.67M | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $5.5M | Buy |
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|
2020
Q4 | $5.2M | Sell |
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|
2020
Q3 | $4.86M | Buy |
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|
2020
Q2 | $4.07M | Buy |
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