Timber Creek 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 | $3.64M | Sell |
27,102
-166
| -0.6% | -$22.3K | 0.93% | 43 |
|
2025
Q1 | $6.02M | Sell |
27,268
-546
| -2% | -$121K | 1.61% | 21 |
|
2024
Q4 | $5.71M | Sell |
27,814
-480
| -2% | -$98.6K | 1.65% | 24 |
|
2024
Q3 | $5.08M | Buy |
28,294
+4,350
| +18% | +$781K | 1.42% | 27 |
|
2024
Q2 | $3.57M | Buy |
23,944
+105
| +0.4% | +$15.7K | 1.08% | 39 |
|
2024
Q1 | $3.81M | Sell |
23,839
-16,112
| -40% | -$2.58M | 1.19% | 34 |
|
2023
Q4 | $5.31M | Sell |
39,951
-1,608
| -4% | -$214K | 1.81% | 20 |
|
2023
Q3 | $4.69M | Sell |
41,559
-608
| -1% | -$68.7K | 1.7% | 22 |
|
2023
Q2 | $5.32M | Buy |
42,167
+3,206
| +8% | +$404K | 1.83% | 23 |
|
2023
Q1 | $4.4M | Sell |
38,961
-1,133
| -3% | -$128K | 1.57% | 27 |
|
2022
Q4 | $4.05M | Buy |
40,094
+1
| +0% | +$101 | 1.53% | 30 |
|
2022
Q3 | $3.75M | Sell |
40,093
-21,684
| -35% | -$2.03M | 1.49% | 28 |
|
2022
Q2 | $5.5M | Buy |
61,777
+43
| +0.1% | +$3.83K | 1.82% | 21 |
|
2022
Q1 | $6.26M | Buy |
61,734
+3,805
| +7% | +$386K | 1.9% | 20 |
|
2021
Q4 | $6.01M | Buy |
57,929
+3,975
| +7% | +$413K | 1.79% | 26 |
|
2021
Q3 | $5.85M | Buy |
53,954
+2,144
| +4% | +$233K | 1.86% | 24 |
|
2021
Q2 | $5.54M | Buy |
+51,810
| New | +$5.54M | 1.8% | 26 |
|
2017
Q3 | – | Sell |
-86
| Closed | -$5K | – | 126 |
|
2017
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 126 |
|
2017
Q1 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 123 |
|