Suncoast Equity 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 | $37.3M | Sell |
216,613
-660
| -0.3% | -$114K | 3.82% | 9 |
|
|
2025
Q1 | $48M | Buy |
217,273
+3,923
| +2% | +$866K | 5.42% | 5 |
|
|
2024
Q4 | $43.8M | Sell |
213,350
-2,877
| -1% | -$591K | 4.89% | 10 |
|
|
2024
Q3 | $38.8M | Sell |
216,227
-14,003
| -6% | -$2.52M | 4.43% | 10 |
|
|
2024
Q2 | $34.3M | Buy |
230,230
+5,472
| +2% | +$816K | 3.8% | 12 |
|
|
2024
Q1 | $35.9M | Buy |
224,758
+6,572
| +3% | +$1.05M | 4.21% | 11 |
|
|
2023
Q4 | $29M | Buy |
218,186
+2,489
| +1% | +$331K | 3.83% | 12 |
|
|
2023
Q3 | $24.4M | Buy |
215,697
+93,517
| +77% | +$10.6M | 3.68% | 13 |
|
|
2023
Q2 | $15.4M | Buy |
+122,180
| New | +$15.4M | 2.31% | 20 |
|
|
2020
Q1 | – | Sell |
-1,885
| Closed | -$218K | – | 46 |
|
|
2019
Q4 | $218K | Buy |
+1,885
| New | +$218K | 0.04% | 51 |
|