Madrona Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
3,893
+12
| +0.3% | +$2.07K | 0.16% | 48 |
|
|
2025
Q1 | $857K | Sell |
3,881
-8
| -0.2% | -$1.77K | 0.24% | 39 |
|
|
2024
Q4 | $799K | Sell |
3,889
-16
| -0.4% | -$3.29K | 0.22% | 50 |
|
|
2024
Q3 | $702K | Sell |
3,905
-2
| -0.1% | -$359 | 0.2% | 47 |
|
|
2024
Q2 | $582K | Sell |
3,907
-6
| -0.2% | -$894 | 0.18% | 47 |
|
|
2024
Q1 | $625K | Buy |
3,913
+53
| +1% | +$8.47K | 0.22% | 45 |
|
|
2023
Q4 | $513K | Hold |
3,860
| – | – | 0.2% | 46 |
|
|
2023
Q3 | $436K | Sell |
3,860
-5
| -0.1% | -$565 | 0.2% | 60 |
|
|
2023
Q2 | $488K | Sell |
3,865
-21
| -0.5% | -$2.65K | 0.24% | 59 |
|
|
2023
Q1 | $439K | Buy |
3,886
+26
| +0.7% | +$2.94K | 0.24% | 48 |
|
|
2022
Q4 | $390K | Hold |
3,860
| – | – | 0.22% | 46 |
|
|
2022
Q3 | $361K | Sell |
3,860
-42
| -1% | -$3.93K | 0.22% | 46 |
|
|
2022
Q2 | $347K | Hold |
3,902
| – | – | 0.2% | 54 |
|
|
2022
Q1 | $393K | Hold |
3,902
| – | – | 0.19% | 54 |
|
|
2021
Q4 | $405K | Hold |
3,902
| – | – | 0.17% | 50 |
|
|
2021
Q3 | $423K | Hold |
3,902
| – | – | 0.2% | 45 |
|
|
2021
Q2 | $417K | Hold |
3,902
| – | – | 0.21% | 42 |
|
|
2021
Q1 | $464K | Buy |
3,902
+42
| +1% | +$4.99K | 0.24% | 38 |
|
|
2020
Q4 | $439K | Hold |
3,860
| – | – | 0.25% | 35 |
|
|
2020
Q3 | $398K | Hold |
3,860
| – | – | 0.25% | 36 |
|
|
2020
Q2 | $377K | Hold |
3,860
| – | – | 0.26% | 36 |
|
|
2020
Q1 | $367K | Hold |
3,860
| – | – | 0.3% | 33 |
|
|
2019
Q4 | $446K | Hold |
3,860
| – | – | 0.32% | 36 |
|
|
2019
Q3 | $400K | Hold |
3,860
| – | – | 0.29% | 40 |
|
|
2019
Q2 | $352K | Buy |
+3,860
| New | +$352K | 0.33% | 41 |
|