Gryphon Financial 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 | $333K | Sell |
1,930
-158
| -8% | -$27.2K | 0.04% | 233 |
|
|
2025
Q1 | $461K | Sell |
2,088
-96
| -4% | -$21.2K | 0.07% | 175 |
|
|
2024
Q4 | $449K | Sell |
2,184
-24
| -1% | -$4.93K | 0.06% | 163 |
|
|
2024
Q3 | $397K | Sell |
2,208
-29
| -1% | -$5.21K | 0.05% | 192 |
|
|
2024
Q2 | $333K | Buy |
2,237
+923
| +70% | +$138K | 0.05% | 209 |
|
|
2024
Q1 | $210K | Buy |
+1,314
| New | +$210K | 0.03% | 243 |
|
|
2020
Q2 | – | Sell |
-2,363
| Closed | -$224K | – | 144 |
|
|
2020
Q1 | $224K | Sell |
2,363
-122
| -5% | -$11.6K | 0.08% | 127 |
|
|
2019
Q4 | $287K | Buy |
2,485
+106
| +4% | +$12.2K | 0.07% | 141 |
|
|
2019
Q3 | $246K | Buy |
+2,379
| New | +$246K | 0.07% | 142 |
|
|
2019
Q2 | – | Sell |
-5,848
| Closed | -$516K | – | 166 |
|
|
2019
Q1 | $516K | Buy |
+5,848
| New | +$516K | 0.15% | 75 |
|
|
2018
Q3 | – | Sell |
-142
| Closed | -$11K | – | 405 |
|
|
2018
Q2 | $11K | Hold |
142
| – | – | 0.01% | 490 |
|
|
2018
Q1 | $10K | Hold |
142
| – | – | 0.01% | 518 |
|
|
2017
Q4 | $10K | Buy |
+142
| New | +$10K | 0.01% | 541 |
|