Chesapeake Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Sell |
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|
2025
Q2 | $699K | Sell |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $859K | Hold |
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $782K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $626K | Hold |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $747K | Sell |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.2M | Buy |
|