BMM
Buffington Mohr McNeal’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.93M | Sell |
17,780
-12,503
| -41% | -$2.76M | 0.77% | 35 |
|
|
2024
Q4 | $6.22M | Sell |
30,283
-2,574
| -8% | -$529K | 1.03% | 32 |
|
|
2024
Q3 | $5.9M | Sell |
32,857
-311
| -0.9% | -$55.9K | 0.97% | 33 |
|
|
2024
Q2 | $4.94M | Sell |
33,168
-2,541
| -7% | -$379K | 0.87% | 36 |
|
|
2024
Q1 | $5.71M | Sell |
35,709
-920
| -3% | -$147K | 1.03% | 33 |
|
|
2023
Q4 | $4.87M | Sell |
36,629
-4,257
| -10% | -$566K | 0.98% | 31 |
|
|
2023
Q3 | $4.62M | Sell |
40,886
-1,192
| -3% | -$135K | 1.05% | 33 |
|
|
2023
Q2 | $5.31M | Hold |
42,078
| – | – | 1.15% | 30 |
|
|
2023
Q1 | $4.76M | Sell |
42,078
-1,200
| -3% | -$136K | 1.09% | 32 |
|
|
2022
Q4 | $4.37M | Sell |
43,278
-1,109
| -2% | -$112K | 1.02% | 34 |
|
|
2022
Q3 | $4.15M | Sell |
44,387
-453
| -1% | -$42.4K | 1% | 34 |
|
|
2022
Q2 | $3.99M | Sell |
44,840
-181
| -0.4% | -$16.1K | 0.87% | 36 |
|
|
2022
Q1 | $4.57M | Sell |
45,021
-700
| -2% | -$71K | 0.86% | 37 |
|
|
2021
Q4 | $4.75M | Buy |
45,721
+1,000
| +2% | +$104K | 0.81% | 36 |
|
|
2021
Q3 | $4.85M | Sell |
44,721
-192
| -0.4% | -$20.8K | 0.93% | 35 |
|
|
2021
Q2 | $4.8M | Buy |
44,913
+7
| +0% | +$748 | 0.94% | 34 |
|
|
2021
Q1 | $5.35M | Sell |
44,906
-645
| -1% | -$76.8K | 1.15% | 28 |
|
|
2020
Q4 | $5.19M | Buy |
45,551
+200
| +0.4% | +$22.8K | 1.21% | 26 |
|
|
2020
Q3 | $4.67M | Buy |
45,351
+38
| +0.1% | +$3.92K | 1.23% | 26 |
|
|
2020
Q2 | $4.42M | Sell |
45,313
-1,450
| -3% | -$142K | 1.25% | 26 |
|
|
2020
Q1 | $4.44M | Sell |
46,763
-2,088
| -4% | -$198K | 1.48% | 24 |
|
|
2019
Q4 | $5.65M | Sell |
48,851
-6,567
| -12% | -$759K | 1.6% | 24 |
|
|
2019
Q3 | $5.74M | Buy |
55,418
+13,073
| +31% | +$1.35M | 1.76% | 21 |
|
|
2019
Q2 | $3.86M | Sell |
42,345
-500
| -1% | -$45.6K | 1.21% | 28 |
|
|
2019
Q1 | $3.78M | Sell |
42,845
-1,075
| -2% | -$94.9K | 1.22% | 27 |
|
|
2018
Q4 | $3.23M | Sell |
43,920
-6,410
| -13% | -$471K | 1.3% | 27 |
|
|
2018
Q3 | $4.15M | Hold |
50,330
| – | – | 1.43% | 25 |
|
|
2018
Q2 | $3.73M | Sell |
50,330
-1,200
| -2% | -$88.9K | 1.4% | 23 |
|
|
2018
Q1 | $3.68M | Buy |
51,530
+24,923
| +94% | +$1.78M | 1.41% | 25 |
|
|
2017
Q4 | $3.49M | Sell |
26,607
-250
| -0.9% | -$32.8K | 1.34% | 24 |
|
|
2017
Q3 | $3.5M | Hold |
26,857
| – | – | 1.36% | 23 |
|
|
2017
Q2 | $3.29M | Sell |
26,857
-1,485
| -5% | -$182K | 1.3% | 24 |
|
|
2017
Q1 | $3.27M | Buy |
28,342
+2,775
| +11% | +$320K | 1.44% | 21 |
|
|
2016
Q4 | $2.72M | Sell |
25,567
-1,250
| -5% | -$133K | 1.04% | 28 |
|
|
2016
Q3 | $2.67M | Sell |
26,817
-600
| -2% | -$59.7K | 1.12% | 24 |
|
|
2016
Q2 | $2.98M | Sell |
27,417
-1,625
| -6% | -$177K | 1.31% | 18 |
|
|
2016
Q1 | $2.98M | Buy |
29,042
+11,100
| +62% | +$1.14M | 1.31% | 19 |
|
|
2015
Q4 | $1.64M | Buy |
+17,942
| New | +$1.64M | 0.88% | 30 |
|