Cooper Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
8,195
-237
| -3% | -$40.9K | 0.17% | 107 |
|
|
2025
Q1 | $1.86M | Buy |
8,432
+152
| +2% | +$33.6K | 0.25% | 89 |
|
|
2024
Q4 | $1.7M | Sell |
8,280
-253
| -3% | -$52K | 0.2% | 91 |
|
|
2024
Q3 | $1.53M | Sell |
8,533
-5,866
| -41% | -$1.05M | 0.2% | 91 |
|
|
2024
Q2 | $2.15M | Buy |
14,399
+12,156
| +542% | +$1.81M | 0.32% | 61 |
|
|
2024
Q1 | $358K | Buy |
2,243
+67
| +3% | +$10.7K | 0.06% | 259 |
|
|
2023
Q4 | $289K | Sell |
2,176
-12
| -0.5% | -$1.59K | 0.05% | 276 |
|
|
2023
Q3 | $247K | Hold |
2,188
| – | – | 0.06% | 276 |
|
|
2023
Q2 | $276K | Sell |
2,188
-1,747
| -44% | -$220K | 0.07% | 260 |
|
|
2023
Q1 | $445K | Buy |
3,935
+162
| +4% | +$18.3K | 0.12% | 187 |
|
|
2022
Q4 | $381K | Buy |
3,773
+30
| +0.8% | +$3.03K | 0.12% | 179 |
|
|
2022
Q3 | $350K | Buy |
3,743
+310
| +9% | +$29K | 0.13% | 163 |
|
|
2022
Q2 | $305K | Buy |
3,433
+105
| +3% | +$9.33K | 0.11% | 179 |
|
|
2022
Q1 | $337K | Buy |
+3,328
| New | +$337K | 0.13% | 156 |
|
|
2020
Q3 | – | Sell |
-5,005
| Closed | -$489K | – | 209 |
|
|
2020
Q2 | $489K | Buy |
5,005
+1,376
| +38% | +$134K | 0.16% | 92 |
|
|
2020
Q1 | $345K | Buy |
3,629
+113
| +3% | +$10.7K | 0.14% | 97 |
|
|
2019
Q4 | $407K | Buy |
3,516
+113
| +3% | +$13.1K | 0.16% | 86 |
|
|
2019
Q3 | $353K | Buy |
3,403
+1,072
| +46% | +$111K | 0.16% | 86 |
|
|
2019
Q2 | $212K | Buy |
+2,331
| New | +$212K | 0.1% | 120 |
|