Marvin & Palmer Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70,850
| Closed | -$8.94M | – | 29 |
|
|
2023
Q2 | $8.94M | Buy |
+70,850
| New | +$8.94M | 4.03% | 18 |
|
|
2016
Q4 | – | Sell |
-44,210
| Closed | -$2.2M | – | 38 |
|
|
2016
Q3 | $2.2M | Buy |
44,210
+9,610
| +28% | +$478K | 1.72% | 26 |
|
|
2016
Q2 | $1.88M | Sell |
34,600
-19,000
| -35% | -$1.03M | 2.55% | 21 |
|
|
2016
Q1 | $2.75M | Buy |
53,600
+13,400
| +33% | +$687K | 3.2% | 9 |
|
|
2015
Q4 | $1.84M | Buy |
40,200
+11,800
| +42% | +$540K | 1.88% | 27 |
|
|
2015
Q3 | $1.23M | Sell |
28,400
-5,800
| -17% | -$251K | 1.47% | 34 |
|
|
2015
Q2 | $1.42M | Sell |
34,200
-400
| -1% | -$16.6K | 1.34% | 34 |
|
|
2015
Q1 | $1.37M | Buy |
+34,600
| New | +$1.37M | 1.19% | 40 |
|