Girard Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $229K | Sell |
1,535
-27
| -2% | -$4.02K | 0.02% | 242 |
|
|
2024
Q1 | $250K | Buy |
+1,562
| New | +$250K | 0.02% | 242 |
|
|
2023
Q4 | – | Sell |
-1,924
| Closed | -$217K | – | 249 |
|
|
2023
Q3 | $217K | Sell |
1,924
-2
| -0.1% | -$226 | 0.02% | 228 |
|
|
2023
Q2 | $243K | Sell |
1,926
-258
| -12% | -$32.5K | 0.03% | 225 |
|
|
2023
Q1 | $247K | Sell |
2,184
-718
| -25% | -$81.2K | 0.03% | 228 |
|
|
2022
Q4 | $293K | Sell |
2,902
-1,087
| -27% | -$110K | 0.03% | 221 |
|
|
2022
Q3 | $373K | Buy |
3,989
+92
| +2% | +$8.6K | 0.05% | 179 |
|
|
2022
Q2 | $346K | Sell |
3,897
-1,109
| -22% | -$98.5K | 0.04% | 184 |
|
|
2022
Q1 | $507K | Sell |
5,006
-9,246
| -65% | -$936K | 0.06% | 166 |
|
|
2021
Q4 | $1.48M | Buy |
14,252
+3,141
| +28% | +$326K | 0.16% | 112 |
|
|
2021
Q3 | $1.21M | Buy |
11,111
+6,432
| +137% | +$698K | 0.15% | 114 |
|
|
2021
Q2 | $500K | Buy |
+4,679
| New | +$500K | 0.06% | 162 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$6K | – | 422 |
|
|
2018
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 814 |
|