Copperleaf Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
4,423
-21
| -0.5% | -$3.62K | 0.39% | 66 |
|
|
2025
Q1 | $981K | Sell |
4,444
-52
| -1% | -$11.5K | 0.59% | 50 |
|
|
2024
Q4 | $924K | Buy |
4,496
+616
| +16% | +$127K | 0.59% | 51 |
|
|
2024
Q3 | $697K | Sell |
3,880
-106
| -3% | -$19K | 0.53% | 57 |
|
|
2024
Q2 | $594K | Buy |
3,986
+116
| +3% | +$17.3K | 0.48% | 61 |
|
|
2024
Q1 | $619K | Buy |
3,870
+123
| +3% | +$19.7K | 0.54% | 57 |
|
|
2023
Q4 | $498K | Sell |
3,747
-221
| -6% | -$29.4K | 0.51% | 54 |
|
|
2023
Q3 | $448K | Sell |
3,968
-54
| -1% | -$6.1K | 0.48% | 50 |
|
|
2023
Q2 | $507K | Sell |
4,022
-704
| -15% | -$88.8K | 0.48% | 44 |
|
|
2023
Q1 | $534K | Sell |
4,726
-380
| -7% | -$43K | 0.53% | 41 |
|
|
2022
Q4 | $516K | Sell |
5,106
-418
| -8% | -$42.2K | 0.59% | 41 |
|
|
2022
Q3 | $517K | Buy |
5,524
+1,624
| +42% | +$152K | 0.56% | 48 |
|
|
2022
Q2 | $347K | Buy |
3,900
+8
| +0.2% | +$712 | 0.35% | 55 |
|
|
2022
Q1 | $395K | Buy |
3,892
+121
| +3% | +$12.3K | 0.35% | 53 |
|
|
2021
Q4 | $391K | Buy |
3,771
+682
| +22% | +$70.7K | 0.34% | 52 |
|
|
2021
Q3 | $335K | Buy |
3,089
+105
| +4% | +$11.4K | 0.32% | 49 |
|
|
2021
Q2 | $319K | Sell |
2,984
-9
| -0.3% | -$962 | 0.31% | 51 |
|
|
2021
Q1 | $356K | Buy |
+2,993
| New | +$356K | 0.38% | 49 |
|