EFS
Essex Financial Services’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
2,959
-452
| -13% | -$77.9K | 0.03% | 404 |
|
|
2025
Q1 | $753K | Buy |
3,411
+654
| +24% | +$144K | 0.05% | 293 |
|
|
2024
Q4 | $566K | Buy |
2,757
+262
| +11% | +$53.8K | 0.04% | 352 |
|
|
2024
Q3 | $498K | Sell |
2,495
-13
| -0.5% | -$2.6K | 0.04% | 382 |
|
|
2024
Q2 | $402K | Buy |
2,508
+376
| +18% | +$60.2K | 0.03% | 416 |
|
|
2024
Q1 | $341K | Buy |
2,132
+214
| +11% | +$34.2K | 0.03% | 393 |
|
|
2023
Q4 | $255K | Buy |
+1,918
| New | +$255K | 0.03% | 432 |
|
|
2023
Q3 | – | Sell |
-1,660
| Closed | -$209K | – | 478 |
|
|
2023
Q2 | $209K | Sell |
1,660
-1,168
| -41% | -$147K | 0.02% | 441 |
|
|
2023
Q1 | $320K | Sell |
2,828
-331
| -10% | -$37.4K | 0.03% | 364 |
|
|
2022
Q4 | $319K | Sell |
3,159
-13
| -0.4% | -$1.31K | 0.03% | 348 |
|
|
2022
Q3 | $297K | Buy |
3,172
+90
| +3% | +$8.43K | 0.04% | 342 |
|
|
2022
Q2 | $274K | Sell |
3,082
-178
| -5% | -$15.8K | 0.03% | 377 |
|
|
2022
Q1 | $331K | Sell |
3,260
-60
| -2% | -$6.09K | 0.03% | 351 |
|
|
2021
Q4 | $345K | Buy |
3,320
+107
| +3% | +$11.1K | 0.03% | 341 |
|
|
2021
Q3 | $349K | Buy |
3,213
+202
| +7% | +$21.9K | 0.04% | 320 |
|
|
2021
Q2 | $322K | Buy |
+3,011
| New | +$322K | 0.05% | 315 |
|
|
2020
Q1 | – | Sell |
-2,134
| Closed | -$247K | – | 255 |
|
|
2019
Q4 | $247K | Buy |
2,134
+30
| +1% | +$3.47K | 0.07% | 233 |
|
|
2019
Q3 | $218K | Buy |
+2,104
| New | +$218K | 0.07% | 229 |
|
|
2016
Q4 | – | Sell |
-2,052
| Closed | -$204K | – | 328 |
|
|
2016
Q3 | $204K | Hold |
2,052
| – | – | 0.05% | 287 |
|
|
2016
Q2 | $223K | Hold |
2,052
| – | – | 0.05% | 273 |
|
|
2016
Q1 | $210K | Buy |
+2,052
| New | +$210K | 0.05% | 282 |
|