CMH 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 | $9.99M | Buy |
57,947
+18,130
| +46% | +$3.13M | 2.33% | 12 |
|
|
2025
Q1 | $8.79M | Buy |
39,817
+320
| +0.8% | +$70.7K | 2.2% | 18 |
|
|
2024
Q4 | $8.11M | Sell |
39,497
-877
| -2% | -$180K | 1.86% | 22 |
|
|
2024
Q3 | $7.25M | Sell |
40,374
-976
| -2% | -$175K | 1.71% | 27 |
|
|
2024
Q2 | $6.16M | Sell |
41,350
-400
| -1% | -$59.6K | 1.52% | 33 |
|
|
2024
Q1 | $6.67M | Sell |
41,750
-5,251
| -11% | -$839K | 1.7% | 27 |
|
|
2023
Q4 | $6.24M | Buy |
47,001
+219
| +0.5% | +$29.1K | 1.51% | 30 |
|
|
2023
Q3 | $5.28M | Sell |
46,782
-220
| -0.5% | -$24.9K | 1.48% | 31 |
|
|
2023
Q2 | $5.93M | Buy |
47,002
+482
| +1% | +$60.8K | 1.59% | 27 |
|
|
2023
Q1 | $5.26M | Sell |
46,520
-21,624
| -32% | -$2.44M | 1.52% | 28 |
|
|
2022
Q4 | $6.89M | Buy |
68,144
+804
| +1% | +$81.3K | 2.21% | 14 |
|
|
2022
Q3 | $6.3M | Buy |
67,340
+2,298
| +4% | +$215K | 2.31% | 13 |
|
|
2022
Q2 | $5.79M | Buy |
65,042
+13,160
| +25% | +$1.17M | 2.09% | 13 |
|
|
2022
Q1 | $5.26M | Buy |
51,882
+4,068
| +9% | +$413K | 1.62% | 21 |
|
|
2021
Q4 | $4.96M | Sell |
47,814
-14,764
| -24% | -$1.53M | 1.5% | 25 |
|
|
2021
Q3 | $6.79M | Buy |
62,578
+3,744
| +6% | +$406K | 2.23% | 17 |
|
|
2021
Q2 | $6.29M | Buy |
58,834
+2,738
| +5% | +$293K | 2.1% | 19 |
|
|
2021
Q1 | $6.68M | Buy |
56,096
+17,854
| +47% | +$2.13M | 2.52% | 15 |
|
|
2020
Q4 | $4.35M | Sell |
38,242
-44
| -0.1% | -$5.01K | 1.59% | 25 |
|
|
2020
Q3 | $3.95M | Buy |
38,286
+16,569
| +76% | +$1.71M | 1.69% | 22 |
|
|
2020
Q2 | $2.12M | Sell |
21,717
-76
| -0.3% | -$7.42K | 1.01% | 39 |
|
|
2020
Q1 | $2.07M | Buy |
21,793
+2,933
| +16% | +$279K | 1.21% | 39 |
|
|
2019
Q4 | $2.18M | Sell |
18,860
-165
| -0.9% | -$19.1K | 1.12% | 41 |
|
|
2019
Q3 | $1.97M | Buy |
19,025
+5
| +0% | +$518 | 1.12% | 43 |
|
|
2019
Q2 | $1.73M | Buy |
+19,020
| New | +$1.73M | 1.02% | 42 |
|