AMG National Trust Bank’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
17,455
-210
| -1% | -$36.2K | 0.08% | 147 |
|
|
2025
Q1 | $3.9M | Buy |
17,665
+124
| +0.7% | +$27.4K | 0.11% | 118 |
|
|
2024
Q4 | $3.61M | Sell |
17,541
-3,111
| -15% | -$639K | 0.1% | 126 |
|
|
2024
Q3 | $3.71M | Sell |
20,652
-2,026
| -9% | -$364K | 0.1% | 131 |
|
|
2024
Q2 | $3.38M | Sell |
22,678
-367
| -2% | -$54.7K | 0.09% | 148 |
|
|
2024
Q1 | $3.68M | Sell |
23,045
-2,048
| -8% | -$327K | 0.11% | 123 |
|
|
2023
Q4 | $3.33M | Buy |
25,093
+40
| +0.2% | +$5.31K | 0.1% | 133 |
|
|
2023
Q3 | $2.83M | Buy |
25,053
+865
| +4% | +$97.7K | 0.1% | 137 |
|
|
2023
Q2 | $3.05M | Sell |
24,188
-150
| -0.6% | -$18.9K | 0.1% | 130 |
|
|
2023
Q1 | $2.75M | Sell |
24,338
-9,004
| -27% | -$1.02M | 0.1% | 138 |
|
|
2022
Q4 | $3.37M | Sell |
33,342
-7,262
| -18% | -$734K | 0.12% | 117 |
|
|
2022
Q3 | $3.8M | Sell |
40,604
-17
| -0% | -$1.59K | 0.14% | 108 |
|
|
2022
Q2 | $3.88M | Sell |
40,621
-838
| -2% | -$80.1K | 0.14% | 97 |
|
|
2022
Q1 | $4.2M | Buy |
41,459
+2,796
| +7% | +$284K | 0.13% | 105 |
|
|
2021
Q4 | $4.01M | Sell |
38,663
-1,489
| -4% | -$155K | 0.12% | 105 |
|
|
2021
Q3 | $4.36M | Buy |
40,152
+4,258
| +12% | +$462K | 0.14% | 89 |
|
|
2021
Q2 | $3.84M | Buy |
35,894
+138
| +0.4% | +$14.7K | 0.12% | 102 |
|
|
2021
Q1 | $4.26M | Buy |
35,756
+8,035
| +29% | +$956K | 0.14% | 89 |
|
|
2020
Q4 | $3.16M | Sell |
27,721
-338
| -1% | -$38.5K | 0.11% | 118 |
|
|
2020
Q3 | $2.89M | Sell |
28,059
-2,950
| -10% | -$304K | 0.12% | 117 |
|
|
2020
Q2 | $3.03M | Buy |
31,009
+20,127
| +185% | +$1.96M | 0.13% | 113 |
|
|
2020
Q1 | $1.03M | Sell |
10,882
-3,000
| -22% | -$285K | 0.08% | 119 |
|
|
2019
Q4 | $1.61M | Buy |
13,882
+425
| +3% | +$49.1K | 0.09% | 106 |
|
|
2019
Q3 | $1.39M | Buy |
+13,457
| New | +$1.39M | 0.08% | 107 |
|