Greatmark Investment Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
1,575
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $348K | Hold |
1,575
| – | – | 0.05% | 108 |
|
|
2024
Q4 | $324K | Sell |
1,575
-560
| -26% | -$115K | 0.04% | 113 |
|
|
2024
Q3 | $384K | Sell |
2,135
-650
| -23% | -$117K | 0.05% | 101 |
|
|
2024
Q2 | $415K | Hold |
2,785
| – | – | 0.06% | 94 |
|
|
2024
Q1 | $445K | Hold |
2,785
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $370K | Sell |
2,785
-525
| -16% | -$69.7K | 0.06% | 100 |
|
|
2023
Q3 | $374K | Sell |
3,310
-3,000
| -48% | -$339K | 0.07% | 99 |
|
|
2023
Q2 | $796K | Buy |
+6,310
| New | +$796K | 0.13% | 78 |
|