First National Bank of Mount Dora’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
1,811
-100
| -5% | -$17.2K | 0.07% | 106 |
|
|
2025
Q1 | $422K | Sell |
1,911
-457
| -19% | -$101K | 0.1% | 98 |
|
|
2024
Q4 | $486K | Sell |
2,368
-127
| -5% | -$26.1K | 0.11% | 94 |
|
|
2024
Q3 | $448K | Sell |
2,495
-82
| -3% | -$14.7K | 0.1% | 106 |
|
|
2024
Q2 | $384K | Sell |
2,577
-75
| -3% | -$11.2K | 0.09% | 109 |
|
|
2024
Q1 | $424K | Sell |
2,652
-574
| -18% | -$91.7K | 0.1% | 104 |
|
|
2023
Q4 | $429K | Sell |
3,226
-806
| -20% | -$107K | 0.11% | 93 |
|
|
2023
Q3 | $455K | Sell |
4,032
-1,413
| -26% | -$160K | 0.13% | 90 |
|
|
2023
Q2 | $687K | Sell |
5,445
-3,963
| -42% | -$500K | 0.2% | 79 |
|
|
2023
Q1 | $1.06M | Sell |
9,408
-5,910
| -39% | -$668K | 0.32% | 67 |
|
|
2022
Q4 | $1.55M | Sell |
15,318
-1,066
| -7% | -$108K | 0.51% | 59 |
|
|
2022
Q3 | $1.53M | Sell |
16,384
-19,376
| -54% | -$1.81M | 0.54% | 60 |
|
|
2022
Q2 | $3.18M | Sell |
35,760
-658
| -2% | -$58.5K | 1.09% | 36 |
|
|
2022
Q1 | $3.69M | Sell |
36,418
-15,727
| -30% | -$1.59M | 1.11% | 34 |
|
|
2021
Q4 | $5.41M | Buy |
52,145
+1,176
| +2% | +$122K | 1.6% | 27 |
|
|
2021
Q3 | $5.53M | Buy |
50,969
+3,775
| +8% | +$410K | 1.82% | 21 |
|
|
2021
Q2 | $5.04M | Buy |
47,194
+2,549
| +6% | +$272K | 1.66% | 25 |
|
|
2021
Q1 | $5.32M | Buy |
44,645
+21,120
| +90% | +$2.51M | 1.85% | 17 |
|
|
2020
Q4 | $2.68M | Buy |
23,525
+822
| +4% | +$93.6K | 0.97% | 44 |
|
|
2020
Q3 | $2.34M | Buy |
22,703
+751
| +3% | +$77.4K | 0.97% | 42 |
|
|
2020
Q2 | $2.14M | Buy |
21,952
+526
| +2% | +$51.3K | 0.97% | 45 |
|
|
2020
Q1 | $2.04M | Sell |
21,426
-3,972
| -16% | -$377K | 1.08% | 37 |
|
|
2019
Q4 | $2.94M | Buy |
25,398
+445
| +2% | +$51.4K | 1.24% | 38 |
|
|
2019
Q3 | $2.59M | Buy |
24,953
+4,640
| +23% | +$481K | 1.18% | 40 |
|
|
2019
Q2 | $1.85M | Buy |
20,313
+2,242
| +12% | +$204K | 0.85% | 43 |
|
|
2019
Q1 | $1.6M | Buy |
+18,071
| New | +$1.6M | 0.7% | 49 |
|