CIM
Contravisory Investment Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Sell |
48,604
-412
| -0.8% | -$71K | 1.65% | 28 |
|
|
2025
Q1 | $10.8M | Sell |
49,016
-1,839
| -4% | -$406K | 2.28% | 4 |
|
|
2024
Q4 | $10.4M | Sell |
50,855
-1,173
| -2% | -$241K | 2.23% | 5 |
|
|
2024
Q3 | $9.35M | Sell |
52,028
-499
| -0.9% | -$89.6K | 2% | 14 |
|
|
2024
Q2 | $7.83M | Sell |
52,527
-852
| -2% | -$127K | 1.73% | 28 |
|
|
2024
Q1 | $8.53M | Buy |
53,379
+134
| +0.3% | +$21.4K | 1.89% | 18 |
|
|
2023
Q4 | $7.07M | Buy |
53,245
+43
| +0.1% | +$5.71K | 1.73% | 28 |
|
|
2023
Q3 | $6.01M | Sell |
53,202
-1,632
| -3% | -$184K | 1.7% | 32 |
|
|
2023
Q2 | $6.92M | Buy |
54,834
+1,822
| +3% | +$230K | 1.83% | 24 |
|
|
2023
Q1 | $5.99M | Sell |
53,012
-759
| -1% | -$85.8K | 1.69% | 33 |
|
|
2022
Q4 | $5.43M | Buy |
53,771
+2,668
| +5% | +$270K | 1.51% | 36 |
|
|
2022
Q3 | $4.78M | Buy |
51,103
+47,767
| +1,432% | +$4.47M | 1.6% | 36 |
|
|
2022
Q2 | $297K | Buy |
+3,336
| New | +$297K | 0.1% | 146 |
|
|
2020
Q3 | – | Sell |
-7,403
| Closed | -$765K | – | 265 |
|
|
2020
Q2 | $765K | Buy |
7,403
+732
| +11% | +$75.6K | 0.28% | 47 |
|
|
2020
Q1 | $634K | Buy |
6,671
+1,310
| +24% | +$125K | 0.28% | 48 |
|
|
2019
Q4 | $620K | Sell |
5,361
-19
| -0.4% | -$2.2K | 0.23% | 49 |
|
|
2019
Q3 | $557K | Sell |
5,380
-53
| -1% | -$5.49K | 0.21% | 50 |
|
|
2019
Q2 | $495K | Buy |
5,433
+5
| +0.1% | +$456 | 0.19% | 58 |
|
|
2019
Q1 | $479K | Sell |
5,428
-121
| -2% | -$10.7K | 0.19% | 58 |
|
|
2018
Q4 | $408K | Buy |
5,549
+248
| +5% | +$18.2K | 0.18% | 68 |
|
|
2018
Q3 | $437K | Sell |
5,301
-29
| -0.5% | -$2.39K | 0.16% | 72 |
|
|
2018
Q2 | $395K | Sell |
5,330
-106
| -2% | -$7.86K | 0.14% | 83 |
|
|
2018
Q1 | $388K | Buy |
5,436
+2,906
| +115% | +$207K | 0.14% | 78 |
|
|
2017
Q4 | $332K | Buy |
2,530
+255
| +11% | +$33.5K | 0.12% | 92 |
|
|
2017
Q3 | $293K | Sell |
2,275
-22
| -1% | -$2.83K | 0.1% | 88 |
|
|
2017
Q2 | $281K | Buy |
2,297
+1,832
| +394% | +$224K | 0.1% | 79 |
|
|
2017
Q1 | $54K | Buy |
465
+409
| +730% | +$47.5K | 0.02% | 175 |
|
|
2016
Q4 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 210 |
|