Copperwynd Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $924K | Buy |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $735K | Sell |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $617K | Sell |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $645K | Sell |
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|
2019
Q4 | $871K | Sell |
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|
2019
Q3 | $836K | Buy |
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|
2019
Q2 | $688K | Sell |
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $560K | Sell |
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|
2018
Q3 | $656K | Buy |
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|
2018
Q2 | $586K | Sell |
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|
2018
Q1 | $570K | Buy |
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|
2017
Q4 | $498K | Buy |
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