Copperleaf Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $763K | Sell |
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|
2025
Q1 | $981K | Sell |
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|
2024
Q4 | $924K | Buy |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $356K | Buy |
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