Waterloo Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,177
-65
| -5% | -$11.2K | 0.02% | 445 |
|
|
2025
Q1 | $274K | Sell |
1,242
-1,562
| -56% | -$345K | 0.03% | 332 |
|
|
2024
Q4 | $576K | Sell |
2,804
-54
| -2% | -$11.1K | 0.06% | 213 |
|
|
2024
Q3 | $513K | Buy |
2,858
+313
| +12% | +$56.2K | 0.06% | 231 |
|
|
2024
Q2 | $379K | Sell |
2,545
-591
| -19% | -$88.1K | 0.05% | 261 |
|
|
2024
Q1 | $501K | Buy |
3,136
+807
| +35% | +$129K | 0.06% | 224 |
|
|
2023
Q4 | $309K | Buy |
+2,329
| New | +$309K | 0.05% | 288 |
|