Copperwynd Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
5,736
+39
| +0.7% | +$6.72K | 0.25% | 71 |
|
|
2025
Q1 | $1.26M | Sell |
5,697
-70
| -1% | -$15.5K | 0.35% | 53 |
|
|
2024
Q4 | $1.18M | Sell |
5,767
-69
| -1% | -$14.2K | 0.33% | 52 |
|
|
2024
Q3 | $1.05M | Buy |
5,836
+185
| +3% | +$33.2K | 0.32% | 53 |
|
|
2024
Q2 | $924K | Buy |
5,651
+249
| +5% | +$40.7K | 0.3% | 53 |
|
|
2024
Q1 | $863K | Sell |
5,402
-129
| -2% | -$20.6K | 0.31% | 50 |
|
|
2023
Q4 | $735K | Sell |
5,531
-2
| -0% | -$266 | 0.29% | 62 |
|
|
2023
Q3 | $625K | Sell |
5,533
-170
| -3% | -$19.2K | 0.29% | 65 |
|
|
2023
Q2 | $719K | Buy |
5,703
+82
| +1% | +$10.3K | 0.34% | 64 |
|
|
2023
Q1 | $635K | Sell |
5,621
-14
| -0.2% | -$1.58K | 0.32% | 68 |
|
|
2022
Q4 | $569K | Sell |
5,635
-20,542
| -78% | -$2.08M | 0.32% | 76 |
|
|
2022
Q3 | $2.45M | Buy |
26,177
+20,131
| +333% | +$1.88M | 1.41% | 13 |
|
|
2022
Q2 | $538K | Sell |
6,046
-1
| -0% | -$89 | 0.32% | 76 |
|
|
2022
Q1 | $613K | Buy |
6,047
+302
| +5% | +$30.6K | 0.25% | 85 |
|
|
2021
Q4 | $596K | Sell |
5,745
-100
| -2% | -$10.4K | 0.23% | 81 |
|
|
2021
Q3 | $634K | Buy |
5,845
+51
| +0.9% | +$5.53K | 0.26% | 72 |
|
|
2021
Q2 | $619K | Buy |
5,794
+98
| +2% | +$10.5K | 0.26% | 63 |
|
|
2021
Q1 | $678K | Sell |
5,696
-231
| -4% | -$27.5K | 0.3% | 48 |
|
|
2020
Q4 | $675K | Sell |
5,927
-57
| -1% | -$6.49K | 0.33% | 46 |
|
|
2020
Q3 | $617K | Sell |
5,984
-208
| -3% | -$21.4K | 0.33% | 41 |
|
|
2020
Q2 | $604K | Sell |
6,192
-600
| -9% | -$58.5K | 0.35% | 38 |
|
|
2020
Q1 | $645K | Sell |
6,792
-741
| -10% | -$70.4K | 0.31% | 20 |
|
|
2019
Q4 | $871K | Sell |
7,533
-92
| -1% | -$10.6K | 0.46% | 35 |
|
|
2019
Q3 | $836K | Buy |
7,625
+76
| +1% | +$8.33K | 0.47% | 33 |
|
|
2019
Q2 | $688K | Sell |
7,549
-12
| -0.2% | -$1.09K | 0.4% | 35 |
|
|
2019
Q1 | $667K | Sell |
7,561
-62
| -0.8% | -$5.47K | 0.4% | 36 |
|
|
2018
Q4 | $560K | Sell |
7,623
-344
| -4% | -$25.3K | 0.35% | 26 |
|
|
2018
Q3 | $656K | Buy |
7,967
+64
| +0.8% | +$5.27K | 0.4% | 32 |
|
|
2018
Q2 | $586K | Sell |
7,903
-93
| -1% | -$6.9K | 0.41% | 26 |
|
|
2018
Q1 | $570K | Buy |
7,996
+398
| +5% | +$28.4K | 0.39% | 32 |
|
|
2017
Q4 | $498K | Buy |
+7,598
| New | +$498K | 0.36% | 34 |
|