GW & Wade’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.73M | Buy |
12,991
+1,064
| +9% | +$141K | 0.06% | 184 |
|
|
2023
Q3 | $1.35M | Sell |
11,927
-709
| -6% | -$80.1K | 0.05% | 190 |
|
|
2023
Q2 | $1.59M | Buy |
12,636
+9,736
| +336% | +$1.23M | 0.06% | 181 |
|
|
2023
Q1 | $328K | Sell |
2,900
-316
| -10% | -$35.7K | 0.01% | 308 |
|
|
2022
Q4 | $325K | Buy |
3,216
+316
| +11% | +$31.9K | 0.01% | 299 |
|
|
2022
Q3 | $271K | Sell |
2,900
-21,267
| -88% | -$1.99M | 0.01% | 310 |
|
|
2022
Q2 | $2.15M | Buy |
24,167
+18,788
| +349% | +$1.67M | 0.1% | 136 |
|
|
2022
Q1 | $545K | Buy |
5,379
+1,658
| +45% | +$168K | 0.02% | 235 |
|
|
2021
Q4 | $386K | Sell |
3,721
-270
| -7% | -$28K | 0.02% | 276 |
|
|
2021
Q3 | $433K | Buy |
3,991
+203
| +5% | +$22K | 0.02% | 270 |
|
|
2021
Q2 | $405K | Sell |
3,788
-130
| -3% | -$13.9K | 0.02% | 272 |
|
|
2021
Q1 | $466K | Buy |
3,918
+1,600
| +69% | +$190K | 0.02% | 231 |
|
|
2020
Q4 | $264K | Buy |
2,318
+230
| +11% | +$26.2K | 0.02% | 261 |
|
|
2020
Q3 | $215K | Hold |
2,088
| – | – | 0.02% | 224 |
|
|
2020
Q2 | $204K | Buy |
+2,088
| New | +$204K | 0.02% | 231 |
|
|
2020
Q1 | – | Sell |
-2,181
| Closed | -$252K | – | 231 |
|
|
2019
Q4 | $252K | Hold |
2,181
| – | – | 0.02% | 211 |
|
|
2019
Q3 | $226K | Buy |
+2,181
| New | +$226K | 0.02% | 209 |
|
|
2019
Q2 | – | Sell |
-2,391
| Closed | -$211K | – | 237 |
|
|
2019
Q1 | $211K | Buy |
+2,391
| New | +$211K | 0.02% | 216 |
|