Cobblestone Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
1,315
-20
| -1% | -$3.45K | 0.01% | 283 |
|
|
2025
Q1 | $295K | Sell |
1,335
-6
| -0.4% | -$1.33K | 0.02% | 245 |
|
|
2024
Q4 | $275K | Buy |
1,341
+31
| +2% | +$6.37K | 0.02% | 249 |
|
|
2024
Q3 | $235K | Buy |
+1,310
| New | +$235K | 0.01% | 264 |
|
|
2024
Q2 | – | Sell |
-1,284
| Closed | -$205K | – | 283 |
|
|
2024
Q1 | $205K | Buy |
+1,284
| New | +$205K | 0.01% | 272 |
|