Palladium Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $9.15M | Buy |
90,209
+7,688
| +9% | +$780K | 0.4% | 65 |
|
2021
Q4 | $8.57M | Buy |
82,521
+2,263
| +3% | +$235K | 0.35% | 70 |
|
2021
Q3 | $8.71M | Buy |
80,258
+77,718
| +3,060% | +$8.43M | 0.4% | 65 |
|
2021
Q2 | $272K | Sell |
2,540
-133
| -5% | -$14.2K | 0.01% | 250 |
|
2021
Q1 | $318K | Sell |
2,673
-127
| -5% | -$15.1K | 0.02% | 237 |
|
2020
Q4 | $319K | Hold |
2,800
| – | – | 0.02% | 215 |
|
2020
Q3 | $289K | Hold |
2,800
| – | – | 0.02% | 211 |
|
2020
Q2 | $273K | Hold |
2,800
| – | – | 0.02% | 216 |
|
2020
Q1 | $266K | Buy |
2,800
+90
| +3% | +$8.55K | 0.02% | 207 |
|
2019
Q4 | $313K | Sell |
2,710
-20
| -0.7% | -$2.31K | 0.02% | 221 |
|
2019
Q3 | $225K | Buy |
2,730
+20
| +0.7% | +$1.65K | 0.02% | 244 |
|
2019
Q2 | $247K | Hold |
2,710
| – | – | 0.02% | 243 |
|
2019
Q1 | $239K | Sell |
2,710
-20
| -0.7% | -$1.76K | 0.02% | 239 |
|
2018
Q4 | $201K | Hold |
2,730
| – | – | 0.02% | 242 |
|
2018
Q3 | $225K | Hold |
2,730
| – | – | 0.02% | 254 |
|
2018
Q2 | $202K | Buy |
+2,730
| New | +$202K | 0.01% | 262 |
|
2014
Q2 | – | Sell |
-2,800
| Closed | -$79K | – | 320 |
|
2014
Q1 | $79K | Buy |
+2,800
| New | +$79K | 0.01% | 307 |
|
2013
Q4 | – | Sell |
-2,800
| Closed | -$71K | – | 322 |
|
2013
Q3 | $71K | Hold |
2,800
| – | – | 0.01% | 316 |
|
2013
Q2 | $61K | Buy |
+2,800
| New | +$61K | 0.01% | 329 |
|