Cumberland Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,200
| Closed | -$831K | – | 186 |
|
|
2024
Q1 | $831K | Buy |
+5,200
| New | +$831K | 0.06% | 140 |
|
|
2023
Q1 | – | Sell |
-11,750
| Closed | -$1.19M | – | 172 |
|
|
2022
Q4 | $1.19M | Buy |
11,750
+2,250
| +24% | +$227K | 0.13% | 98 |
|
|
2022
Q3 | $889K | Buy |
+9,500
| New | +$889K | 0.09% | 110 |
|
|
2021
Q4 | – | Sell |
-18,500
| Closed | -$2.01M | – | 181 |
|
|
2021
Q3 | $2.01M | Buy |
18,500
+1,000
| +6% | +$108K | 0.16% | 98 |
|
|
2021
Q2 | $1.87M | Buy |
17,500
+2,000
| +13% | +$214K | 0.15% | 99 |
|
|
2021
Q1 | $1.85M | Buy |
15,500
+1,500
| +11% | +$179K | 0.15% | 96 |
|
|
2020
Q4 | $1.59M | Buy |
14,000
+2,000
| +17% | +$228K | 0.14% | 96 |
|
|
2020
Q3 | $1.24M | Buy |
12,000
+2,500
| +26% | +$258K | 0.13% | 89 |
|
|
2020
Q2 | $927K | Buy |
9,500
+5,000
| +111% | +$488K | 0.1% | 113 |
|
|
2020
Q1 | $427K | Buy |
+4,500
| New | +$427K | 0.05% | 132 |
|