FineMark National Bank & Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $7.65M | Buy |
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|
2023
Q3 | $6.46M | Sell |
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|
2023
Q2 | $7.3M | Buy |
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|
2023
Q1 | $6.47M | Sell |
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|
2022
Q4 | $5.92M | Sell |
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|
2022
Q3 | $5.5M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $474K | Hold |
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|
2019
Q1 | $459K | Sell |
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|
2018
Q4 | $1.09M | Hold |
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|
2018
Q3 | $1.22M | Sell |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $738K | Sell |
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|
2017
Q3 | $727K | Sell |
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|
2017
Q2 | $703K | Buy |
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|
2017
Q1 | $663K | Sell |
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|
2016
Q4 | $627K | Sell |
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|
2016
Q3 | $588K | Buy |
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|
2016
Q2 | $122K | Sell |
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|
2016
Q1 | $121K | Sell |
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|
2015
Q4 | $127K | Sell |
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|
2015
Q3 | $147K | Sell |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $239K | Sell |
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|
2014
Q3 | $220K | Buy |
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|
2014
Q2 | $187K | Sell |
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|
2014
Q1 | $207K | Buy |
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|
2013
Q4 | $166K | Buy |
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|
2013
Q3 | $139K | Buy |
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|
2013
Q2 | $118K | Buy |
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