Elefante Mark B’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
27,246
-302
| -1% | -$52.1K | 3.53% | 10 |
|
|
2025
Q1 | $6.08M | Buy |
27,548
+2,853
| +12% | +$630K | 4.82% | 3 |
|
|
2024
Q4 | $5.07M | Buy |
+24,695
| New | +$5.07M | 4.63% | 5 |
|
|
2020
Q2 | $902K | Buy |
9,234
+419
| +5% | +$40.9K | 3.05% | 10 |
|
|
2020
Q1 | $837K | Sell |
8,815
-135
| -2% | -$12.8K | 3.65% | 6 |
|
|
2019
Q4 | $1.04M | Sell |
8,950
-1,100
| -11% | -$127K | 3.76% | 5 |
|
|
2019
Q3 | $1.04M | Sell |
10,050
-956
| -9% | -$99K | 4.09% | 4 |
|
|
2019
Q2 | $1M | Sell |
11,006
-615
| -5% | -$56.1K | 3.89% | 6 |
|
|
2019
Q1 | $1.03M | Sell |
11,621
-1,949
| -14% | -$172K | 4.47% | 3 |
|
|
2018
Q4 | $996K | Buy |
13,570
+85
| +0.6% | +$6.24K | 4.77% | 3 |
|
|
2018
Q3 | $1.11M | Buy |
13,485
+145
| +1% | +$11.9K | 4.45% | 3 |
|
|
2018
Q2 | $988K | Sell |
13,340
-370
| -3% | -$27.4K | 4.72% | 3 |
|
|
2018
Q1 | $978K | Sell |
13,710
-460
| -3% | -$32.8K | 4.91% | 2 |
|
|
2017
Q4 | $929K | Buy |
14,170
+2,700
| +24% | +$177K | 4.43% | 3 |
|
|
2017
Q3 | $739K | Buy |
11,470
+40
| +0.3% | +$2.58K | 5.39% | 1 |
|
|
2017
Q2 | $699K | Buy |
11,430
+30
| +0.3% | +$1.84K | 5.66% | 1 |
|
|
2017
Q1 | $657K | Buy |
11,400
+1,760
| +18% | +$101K | 5.96% | 1 |
|
|
2016
Q4 | $513K | Buy |
9,640
+1,720
| +22% | +$91.5K | 6.2% | 1 |
|
|
2016
Q3 | $395K | Sell |
7,920
-2,100
| -21% | -$105K | 6.38% | 2 |
|
|
2016
Q2 | $544K | Sell |
10,020
-300
| -3% | -$16.3K | 8.19% | 1 |
|
|
2016
Q1 | $529K | Buy |
10,320
+3,160
| +44% | +$162K | 8.45% | 2 |
|
|
2015
Q4 | $327K | Buy |
+7,160
| New | +$327K | 8.79% | 2 |
|