Caldwell Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
4,445
+175
|
|
||||
|
2025
Q1 | $943K | Buy |
4,270
+62
|
|
||||
|
2024
Q4 | $864K | Hold |
4,208
|
|
||||
|
2024
Q3 | $756K | Sell |
4,208
-275
|
|
||||
|
2024
Q2 | $668K | Hold |
4,483
|
|
||||
|
2024
Q1 | $716K | Hold |
4,483
|
|
||||
|
2023
Q4 | $596K | Hold |
4,483
|
|
||||
|
2023
Q3 | $506K | Hold |
4,483
|
|
||||
|
2023
Q2 | $566K | Hold |
4,483
|
|
||||
|
2023
Q1 | $507K | Sell |
4,483
-242
|
|
||||
|
2022
Q4 | $478K | Hold |
4,725
|
|
||||
|
2022
Q3 | $442K | Hold |
4,725
|
|
||||
|
2022
Q2 | $420K | Hold |
4,725
|
|
||||
|
2022
Q1 | $479K | Hold |
4,725
|
|
||||
|
2021
Q4 | $490K | Hold |
4,725
|
|
||||
|
2021
Q3 | $513K | Hold |
4,725
|
|
||||
|
2021
Q2 | $505K | Hold |
4,725
|
|
||||
|
2021
Q1 | $562K | Hold |
4,725
|
|
||||
|
2020
Q4 | $538K | Hold |
4,725
|
|
||||
|
2020
Q3 | $487K | Buy |
4,725
+125
|
|
||||
|
2020
Q2 | $449K | Sell |
4,600
-250
|
|
||||
|
2020
Q1 | $461K | Hold |
4,850
|
|
||||
|
2019
Q4 | $561K | Buy |
+4,850
|
|