HoyleCohen’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $507K | Sell |
3,401
-814
| -19% | -$121K | 0.04% | 188 |
|
|
2024
Q1 | $674K | Hold |
4,215
| – | – | 0.05% | 181 |
|
|
2023
Q4 | $560K | Hold |
4,215
| – | – | 0.05% | 186 |
|
|
2023
Q3 | $476K | Buy |
4,215
+860
| +26% | +$97.1K | 0.04% | 181 |
|
|
2023
Q2 | $423K | Sell |
3,355
-99
| -3% | -$12.5K | 0.04% | 196 |
|
|
2023
Q1 | $390K | Sell |
3,454
-761
| -18% | -$86K | 0.04% | 199 |
|
|
2022
Q4 | $426K | Hold |
4,215
| – | – | 0.04% | 194 |
|
|
2022
Q3 | $394K | Hold |
4,215
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $375K | Buy |
4,215
+320
| +8% | +$28.5K | 0.04% | 193 |
|
|
2022
Q1 | $395K | Buy |
3,895
+490
| +14% | +$49.7K | 0.03% | 200 |
|
|
2021
Q4 | $353K | Sell |
3,405
-1,041
| -23% | -$108K | 0.03% | 221 |
|
|
2021
Q3 | $482K | Hold |
4,446
| – | – | 0.05% | 187 |
|
|
2021
Q2 | $475 | Hold |
4,446
| – | – | 0.04% | 190 |
|
|
2021
Q1 | $529K | Buy |
4,446
+1,722
| +63% | +$205K | 0.05% | 169 |
|
|
2020
Q4 | $310K | Hold |
2,724
| – | – | 0.04% | 188 |
|
|
2020
Q3 | $281K | Hold |
2,724
| – | – | 0.04% | 177 |
|
|
2020
Q2 | $266K | Hold |
2,724
| – | – | 0.04% | 164 |
|
|
2020
Q1 | $259K | Hold |
2,724
| – | – | 0.05% | 159 |
|
|
2019
Q4 | $315K | Sell |
2,724
-60
| -2% | -$6.94K | 0.05% | 166 |
|
|
2019
Q3 | $288K | Hold |
2,784
| – | – | 0.05% | 171 |
|
|
2019
Q2 | $254K | Hold |
2,784
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $246K | Hold |
2,784
| – | – | 0.04% | 167 |
|
|
2018
Q4 | $205K | Buy |
+2,784
| New | +$205K | 0.04% | 160 |
|