Scharf Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199M | Buy |
1,155,966
+33,308
| +3% | +$5.74M | 5.74% | 4 |
|
|
2025
Q1 | $248M | Sell |
1,122,658
-122,242
| -10% | -$27M | 7.49% | 2 |
|
|
2024
Q4 | $256M | Sell |
1,244,900
-85,145
| -6% | -$17.5M | 7.58% | 1 |
|
|
2024
Q3 | $239M | Sell |
1,330,045
-67,157
| -5% | -$12.1M | 6.58% | 1 |
|
|
2024
Q2 | $208M | Sell |
1,397,202
-22,667
| -2% | -$3.38M | 5.94% | 3 |
|
|
2024
Q1 | $227M | Buy |
1,419,869
+313,919
| +28% | +$50.2M | 6.14% | 3 |
|
|
2023
Q4 | $195M | Sell |
1,105,950
-206,124
| -16% | -$36.3M | 5.34% | 6 |
|
|
2023
Q3 | $148M | Buy |
1,312,074
+181,119
| +16% | +$20.5M | 4.43% | 11 |
|
|
2023
Q2 | $143M | Buy |
1,130,955
+18,590
| +2% | +$2.35M | 4.28% | 11 |
|
|
2023
Q1 | $126M | Buy |
1,112,365
+84,898
| +8% | +$9.6M | 3.97% | 13 |
|
|
2022
Q4 | $104M | Sell |
1,027,467
-43,622
| -4% | -$4.41M | 3.4% | 15 |
|
|
2022
Q3 | $100M | Buy |
1,071,089
+84,607
| +9% | +$7.92M | 3.78% | 13 |
|
|
2022
Q2 | $87.8M | Sell |
986,482
-142,931
| -13% | -$12.7M | 2.99% | 17 |
|
|
2022
Q1 | $115M | Buy |
1,129,413
+168,213
| +18% | +$17.1M | 3.4% | 16 |
|
|
2021
Q4 | $99.8M | Sell |
961,200
-204,363
| -18% | -$21.2M | 2.96% | 18 |
|
|
2021
Q3 | $126M | Buy |
1,165,563
+376,199
| +48% | +$40.8M | 3.99% | 12 |
|
|
2021
Q2 | $84.4M | Buy |
+789,364
| New | +$84.4M | 2.56% | 19 |
|