FineMark National Bank & Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
64,782
-12
| -0% | -$2.07K | 0.38% | 71 |
|
|
2025
Q1 | $14.3M | Sell |
64,794
-19,843
| -23% | -$4.38M | 0.52% | 58 |
|
|
2024
Q4 | $17.4M | Buy |
84,637
+1,166
| +1% | +$240K | 0.61% | 44 |
|
|
2024
Q3 | $15M | Buy |
83,471
+426
| +0.5% | +$76.5K | 0.52% | 57 |
|
|
2024
Q2 | $12.4M | Buy |
83,045
+2,105
| +3% | +$314K | 0.46% | 66 |
|
|
2024
Q1 | $12.9M | Buy |
80,940
+23,333
| +41% | +$3.73M | 0.48% | 64 |
|
|
2023
Q4 | $7.65M | Buy |
57,607
+451
| +0.8% | +$59.9K | 0.31% | 83 |
|
|
2023
Q3 | $6.46M | Sell |
57,156
-710
| -1% | -$80.2K | 0.28% | 88 |
|
|
2023
Q2 | $7.3M | Buy |
57,866
+620
| +1% | +$78.2K | 0.3% | 83 |
|
|
2023
Q1 | $6.47M | Sell |
57,246
-1,296
| -2% | -$146K | 0.28% | 86 |
|
|
2022
Q4 | $5.92M | Sell |
58,542
-223
| -0.4% | -$22.5K | 0.27% | 90 |
|
|
2022
Q3 | $5.5M | Buy |
+58,765
| New | +$5.5M | 0.26% | 89 |
|
|
2019
Q3 | – | Sell |
-5,200
| Closed | -$474K | – | 379 |
|
|
2019
Q2 | $474K | Hold |
5,200
| – | – | 0.03% | 246 |
|
|
2019
Q1 | $459K | Sell |
5,200
-9,600
| -65% | -$847K | 0.03% | 239 |
|
|
2018
Q4 | $1.09M | Hold |
14,800
| – | – | 0.07% | 154 |
|
|
2018
Q3 | $1.22M | Sell |
14,800
-387
| -3% | -$31.9K | 0.07% | 145 |
|
|
2018
Q2 | $1.13M | Sell |
15,187
-39
| -0.3% | -$2.89K | 0.07% | 159 |
|
|
2018
Q1 | $1.09M | Buy |
15,226
+3,964
| +35% | +$283K | 0.07% | 159 |
|
|
2017
Q4 | $738K | Sell |
11,262
-18
| -0.2% | -$1.18K | 0.05% | 191 |
|
|
2017
Q3 | $727K | Sell |
11,280
-220
| -2% | -$14.2K | 0.05% | 188 |
|
|
2017
Q2 | $703K | Buy |
11,500
+4
| +0% | +$245 | 0.05% | 179 |
|
|
2017
Q1 | $663K | Sell |
11,496
-308
| -3% | -$17.8K | 0.05% | 184 |
|
|
2016
Q4 | $627K | Sell |
11,804
-26
| -0.2% | -$1.38K | 0.05% | 186 |
|
|
2016
Q3 | $588K | Buy |
11,830
+9,600
| +430% | +$477K | 0.06% | 192 |
|
|
2016
Q2 | $122K | Sell |
2,230
-132
| -6% | -$7.22K | 0.01% | 388 |
|
|
2016
Q1 | $121K | Sell |
2,362
-428
| -15% | -$21.9K | 0.01% | 381 |
|
|
2015
Q4 | $127K | Sell |
2,790
-602
| -18% | -$27.4K | 0.02% | 402 |
|
|
2015
Q3 | $147K | Sell |
3,392
-2,104
| -38% | -$91.2K | 0.02% | 379 |
|
|
2015
Q2 | $227K | Sell |
5,496
-1,184
| -18% | -$48.9K | 0.03% | 318 |
|
|
2015
Q1 | $265K | Sell |
6,680
-50
| -0.7% | -$1.98K | 0.04% | 295 |
|
|
2014
Q4 | $239K | Sell |
6,730
-72
| -1% | -$2.56K | 0.04% | 324 |
|
|
2014
Q3 | $220K | Buy |
6,802
+578
| +9% | +$18.7K | 0.04% | 322 |
|
|
2014
Q2 | $187K | Sell |
6,224
-1,072
| -15% | -$32.2K | 0.03% | 336 |
|
|
2014
Q1 | $207K | Buy |
7,296
+1,688
| +30% | +$47.9K | 0.04% | 307 |
|
|
2013
Q4 | $166K | Buy |
5,608
+128
| +2% | +$3.79K | 0.03% | 335 |
|
|
2013
Q3 | $139K | Buy |
5,480
+100
| +2% | +$2.54K | 0.03% | 367 |
|
|
2013
Q2 | $118K | Buy |
+5,380
| New | +$118K | 0.04% | 370 |
|