Colonial Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
1,521
-180
| -11% | -$31K | 0.04% | 257 |
|
|
2025
Q1 | $376K | Sell |
1,701
-21
| -1% | -$4.64K | 0.06% | 202 |
|
|
2024
Q4 | $354K | Sell |
1,722
-1,020
| -37% | -$210K | 0.05% | 213 |
|
|
2024
Q3 | $493K | Buy |
2,742
+1
| +0% | +$180 | 0.08% | 171 |
|
|
2024
Q2 | $408K | Hold |
2,741
| – | – | 0.07% | 171 |
|
|
2024
Q1 | $438K | Sell |
2,741
-40
| -1% | -$6.39K | 0.08% | 163 |
|
|
2023
Q4 | $369K | Sell |
2,781
-10
| -0.4% | -$1.33K | 0.08% | 177 |
|
|
2023
Q3 | $315K | Hold |
2,791
| – | – | 0.08% | 171 |
|
|
2023
Q2 | $352K | Buy |
2,791
+200
| +8% | +$25.2K | 0.08% | 163 |
|
|
2023
Q1 | $293K | Sell |
2,591
-51
| -2% | -$5.77K | 0.07% | 184 |
|
|
2022
Q4 | $267K | Hold |
2,642
| – | – | 0.07% | 179 |
|
|
2022
Q3 | $247K | Buy |
+2,642
| New | +$247K | 0.08% | 178 |
|