Evermay Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
844
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $186K | Sell |
844
-15
| -2% | -$3.31K | 0.02% | 196 |
|
|
2024
Q4 | $176K | Hold |
859
| – | – | 0.03% | 204 |
|
|
2024
Q3 | $154K | Hold |
859
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $128K | Hold |
859
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $137K | Sell |
859
-23
| -3% | -$3.68K | 0.02% | 238 |
|
|
2023
Q4 | $117K | Buy |
882
+6
| +0.7% | +$797 | 0.02% | 232 |
|
|
2023
Q3 | $99K | Buy |
876
+76
| +10% | +$8.59K | 0.02% | 238 |
|
|
2023
Q2 | $101K | Hold |
800
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $90.4K | Hold |
800
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $80.9K | Hold |
800
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $75K | Hold |
800
| – | – | 0.01% | 243 |
|
|
2022
Q2 | $71K | Sell |
800
-1,396
| -64% | -$124K | 0.01% | 245 |
|
|
2022
Q1 | $223K | Sell |
2,196
-220
| -9% | -$22.3K | 0.04% | 180 |
|
|
2021
Q4 | $251K | Hold |
2,416
| – | – | 0.04% | 153 |
|
|
2021
Q3 | $262K | Sell |
2,416
-1,782
| -42% | -$193K | 0.05% | 141 |
|
|
2021
Q2 | $449K | Sell |
4,198
-720
| -15% | -$77K | 0.08% | 105 |
|
|
2021
Q1 | $585K | Sell |
4,918
-230
| -4% | -$27.4K | 0.12% | 77 |
|
|
2020
Q4 | $586K | Sell |
5,148
-711
| -12% | -$80.9K | 0.13% | 74 |
|
|
2020
Q3 | $604K | Sell |
5,859
-10
| -0.2% | -$1.03K | 0.15% | 71 |
|
|
2020
Q2 | $573K | Sell |
5,869
-325
| -5% | -$31.7K | 0.15% | 70 |
|
|
2020
Q1 | $588K | Buy |
6,194
+4,206
| +212% | +$399K | 0.18% | 61 |
|
|
2019
Q4 | $230K | Hold |
1,988
| – | – | 0.06% | 142 |
|
|
2019
Q3 | $206K | Buy |
+1,988
| New | +$206K | 0.06% | 143 |
|