Wisconsin 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 | $4.89M | Buy |
28,340
+3,625
| +15% | +$625K | 2.7% | 14 |
|
|
2025
Q1 | $5.46M | Buy |
24,715
+3,412
| +16% | +$753K | 3.48% | 12 |
|
|
2024
Q4 | $4.38M | Buy |
21,303
+128
| +0.6% | +$26.3K | 2.41% | 20 |
|
|
2024
Q3 | $3.8M | Buy |
21,175
+70
| +0.3% | +$12.6K | 2% | 22 |
|
|
2024
Q2 | $3.15M | Buy |
21,105
+6,000
| +40% | +$894K | 1.59% | 27 |
|
|
2024
Q1 | $2.41M | Hold |
15,105
| – | – | 1.27% | 31 |
|
|
2023
Q4 | $2.01M | Hold |
15,105
| – | – | 1.19% | 32 |
|
|
2023
Q3 | $1.71M | Sell |
15,105
-4,250
| -22% | -$480K | 1.13% | 32 |
|
|
2023
Q2 | $2.44M | Sell |
19,355
-400
| -2% | -$50.5K | 1.58% | 26 |
|
|
2023
Q1 | $2.23M | Sell |
19,755
-3,568
| -15% | -$403K | 1.52% | 30 |
|
|
2022
Q4 | $2.36M | Hold |
23,323
| – | – | 1.79% | 26 |
|
|
2022
Q3 | $2.18M | Sell |
23,323
-3,625
| -13% | -$339K | 1.71% | 26 |
|
|
2022
Q2 | $2.4M | Sell |
26,948
-4,788
| -15% | -$426K | 1.61% | 27 |
|
|
2022
Q1 | $3.22M | Hold |
31,736
| – | – | 1.55% | 27 |
|
|
2021
Q4 | $3.29M | Sell |
31,736
-4,190
| -12% | -$435K | 1.35% | 24 |
|
|
2021
Q3 | $3.9M | Sell |
35,926
-100
| -0.3% | -$10.9K | 1.6% | 25 |
|
|
2021
Q2 | $3.85M | Sell |
36,026
-1,400
| -4% | -$150K | 1.51% | 25 |
|
|
2021
Q1 | $4.46M | Sell |
37,426
-19,725
| -35% | -$2.35M | 1.84% | 23 |
|
|
2020
Q4 | $6.51M | Buy |
57,151
+5,996
| +12% | +$683K | 2.51% | 19 |
|
|
2020
Q3 | $5.27M | Hold |
51,155
| – | – | 2.43% | 18 |
|
|
2020
Q2 | $4.99M | Sell |
51,155
-15,748
| -24% | -$1.54M | 2.52% | 18 |
|
|
2020
Q1 | $6.36M | Buy |
66,903
+4,450
| +7% | +$423K | 4.17% | 6 |
|
|
2019
Q4 | $7.22M | Buy |
62,453
+9,785
| +19% | +$1.13M | 3.53% | 4 |
|
|
2019
Q3 | $5.46M | Buy |
52,668
+499
| +1% | +$51.7K | 2.9% | 12 |
|
|
2019
Q2 | $4.76M | Buy |
52,169
+31,267
| +150% | +$2.85M | 2.55% | 13 |
|
|
2019
Q1 | $1.85M | Buy |
+20,902
| New | +$1.85M | 1.64% | 31 |
|
|
2014
Q4 | $4.78M | Sell |
134,664
-3,800
| -3% | -$135K | 1.7% | 23 |
|
|
2014
Q3 | $4.48M | Sell |
138,464
-1,266
| -0.9% | -$40.9K | 1.66% | 24 |
|
|
2014
Q2 | $4.21M | Hold |
139,730
| – | – | 1.55% | 26 |
|
|
2014
Q1 | $3.96M | Buy |
139,730
+3,050
| +2% | +$86.5K | 1.52% | 27 |
|
|
2013
Q4 | $4.04M | Buy |
136,680
+26,760
| +24% | +$790K | 1.59% | 28 |
|
|
2013
Q3 | $2.78M | Buy |
+109,920
| New | +$2.78M | 1.18% | 42 |
|