Atwood & Palmer’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.2K | Hold |
500
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $110K | Sell |
500
-66
| -12% | -$14.6K | 0.01% | 178 |
|
|
2024
Q4 | $116K | Sell |
566
-500
| -47% | -$103K | 0.01% | 171 |
|
|
2024
Q3 | $192K | Buy |
1,066
+66
| +7% | +$11.9K | 0.01% | 152 |
|
|
2024
Q2 | $149K | Hold |
1,000
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $160K | Hold |
1,000
| – | – | 0.01% | 158 |
|
|
2023
Q4 | $133K | Hold |
1,000
| – | – | 0.01% | 169 |
|
|
2023
Q3 | $113K | Hold |
1,000
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $126K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2023
Q1 | $113K | Hold |
1,000
| – | – | 0.01% | 169 |
|
|
2022
Q4 | $101K | Hold |
1,000
| – | – | 0.01% | 180 |
|
|
2022
Q3 | $94K | Hold |
1,000
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $89K | Hold |
1,000
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $101K | Hold |
1,000
| – | – | 0.01% | 179 |
|
|
2021
Q4 | $104K | Hold |
1,000
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $109K | Hold |
1,000
| – | – | 0.01% | 182 |
|
|
2021
Q2 | $107K | Hold |
1,000
| – | – | 0.01% | 182 |
|
|
2021
Q1 | $119K | Hold |
1,000
| – | – | 0.01% | 170 |
|
|
2020
Q4 | $114K | Hold |
1,000
| – | – | 0.01% | 166 |
|
|
2020
Q3 | $103K | Sell |
1,000
-515
| -34% | -$53K | 0.01% | 158 |
|
|
2020
Q2 | $148K | Hold |
1,515
| – | – | 0.02% | 140 |
|
|
2020
Q1 | $144K | Buy |
+1,515
| New | +$144K | 0.02% | 131 |
|