Chesapeake Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
4,055
-113
| -3% | -$19.5K | 0.23% | 96 |
|
|
2025
Q1 | $920K | Sell |
4,168
-496
| -11% | -$110K | 0.33% | 74 |
|
|
2024
Q4 | $958K | Sell |
4,664
-119
| -2% | -$24.4K | 0.33% | 77 |
|
|
2024
Q3 | $859K | Hold |
4,783
| – | – | 0.29% | 82 |
|
|
2024
Q2 | $713K | Sell |
4,783
-107
| -2% | -$15.9K | 0.26% | 86 |
|
|
2024
Q1 | $782K | Sell |
4,890
-48
| -1% | -$7.67K | 0.28% | 87 |
|
|
2023
Q4 | $656K | Sell |
4,938
-85
| -2% | -$11.3K | 0.25% | 91 |
|
|
2023
Q3 | $567K | Sell |
5,023
-452
| -8% | -$51.1K | 0.24% | 92 |
|
|
2023
Q2 | $691K | Sell |
5,475
-15
| -0.3% | -$1.89K | 0.27% | 88 |
|
|
2023
Q1 | $621K | Sell |
5,490
-1,241
| -18% | -$140K | 0.26% | 89 |
|
|
2022
Q4 | $680K | Sell |
6,731
-202
| -3% | -$20.4K | 0.3% | 88 |
|
|
2022
Q3 | $649K | Sell |
6,933
-100
| -1% | -$9.36K | 0.3% | 85 |
|
|
2022
Q2 | $626K | Hold |
7,033
| – | – | 0.27% | 92 |
|
|
2022
Q1 | $713K | Sell |
7,033
-170
| -2% | -$17.2K | 0.26% | 97 |
|
|
2021
Q4 | $747K | Sell |
7,203
-1,000
| -12% | -$104K | 0.25% | 93 |
|
|
2021
Q3 | $890K | Sell |
8,203
-1,255
| -13% | -$136K | 0.32% | 78 |
|
|
2021
Q2 | $1.01M | Sell |
9,458
-558
| -6% | -$59.6K | 0.33% | 77 |
|
|
2021
Q1 | $1.19M | Sell |
10,016
-145
| -1% | -$17.3K | 0.4% | 69 |
|
|
2020
Q4 | $1.16M | Sell |
10,161
-484
| -5% | -$55.1K | 0.39% | 75 |
|
|
2020
Q3 | $1.1M | Sell |
10,645
-490
| -4% | -$50.5K | 0.41% | 74 |
|
|
2020
Q2 | $1.09M | Sell |
11,135
-421
| -4% | -$41.1K | 0.43% | 69 |
|
|
2020
Q1 | $1.1M | Sell |
11,556
-35
| -0.3% | -$3.32K | 0.51% | 58 |
|
|
2019
Q4 | $1.34M | Sell |
11,591
-1,022
| -8% | -$118K | 0.52% | 56 |
|
|
2019
Q3 | $1.31M | Sell |
12,613
-560
| -4% | -$58K | 0.53% | 50 |
|
|
2019
Q2 | $1.2M | Sell |
13,173
-3,658
| -22% | -$334K | 0.5% | 53 |
|
|
2019
Q1 | $1.49M | Buy |
16,831
+1,661
| +11% | +$147K | 0.65% | 38 |
|
|
2018
Q4 | $1.12M | Sell |
15,170
-90
| -0.6% | -$6.62K | 0.55% | 48 |
|
|
2018
Q3 | $1.26M | Sell |
15,260
-300
| -2% | -$24.7K | 0.56% | 48 |
|
|
2018
Q2 | $1.15M | Sell |
15,560
-1,220
| -7% | -$90.3K | 0.53% | 53 |
|
|
2018
Q1 | $1.2M | Buy |
+16,780
| New | +$1.2M | 0.55% | 52 |
|