Patriot Financial Group Insurance Agency’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
7,616
+942
| +14% | +$162K | 0.15% | 169 |
|
|
2025
Q1 | $1.47M | Buy |
6,674
+1,219
| +22% | +$269K | 0.2% | 130 |
|
|
2024
Q4 | $1.12M | Sell |
5,455
-40
| -0.7% | -$8.22K | 0.15% | 163 |
|
|
2024
Q3 | $987K | Sell |
5,495
-886
| -14% | -$159K | 0.13% | 185 |
|
|
2024
Q2 | $951K | Buy |
6,381
+930
| +17% | +$139K | 0.14% | 165 |
|
|
2024
Q1 | $871K | Buy |
5,451
+403
| +8% | +$64.4K | 0.14% | 168 |
|
|
2023
Q4 | $671K | Buy |
5,048
+388
| +8% | +$51.5K | 0.13% | 195 |
|
|
2023
Q3 | $526K | Buy |
4,660
+578
| +14% | +$65.3K | 0.11% | 222 |
|
|
2023
Q2 | $515K | Sell |
4,082
-147
| -3% | -$18.5K | 0.1% | 238 |
|
|
2023
Q1 | $478K | Buy |
4,229
+789
| +23% | +$89.2K | 0.1% | 223 |
|
|
2022
Q4 | $348K | Buy |
3,440
+130
| +4% | +$13.1K | 0.05% | 283 |
|
|
2022
Q3 | $310K | Buy |
3,310
+880
| +36% | +$82.4K | 0.08% | 292 |
|
|
2022
Q2 | $216K | Sell |
2,430
-33
| -1% | -$2.93K | 0.04% | 361 |
|
|
2022
Q1 | $250K | Sell |
2,463
-142
| -5% | -$14.4K | 0.04% | 368 |
|
|
2021
Q4 | $270K | Sell |
2,605
-128
| -5% | -$13.3K | 0.04% | 379 |
|
|
2021
Q3 | $297K | Buy |
2,733
+133
| +5% | +$14.5K | 0.05% | 341 |
|
|
2021
Q2 | $279K | Buy |
2,600
+167
| +7% | +$17.9K | 0.05% | 352 |
|
|
2021
Q1 | $290K | Buy |
2,433
+766
| +46% | +$91.3K | 0.07% | 300 |
|
|
2020
Q4 | $190K | Buy |
1,667
+181
| +12% | +$20.6K | 0.05% | 359 |
|
|
2020
Q3 | $153K | Sell |
1,486
-54
| -4% | -$5.56K | 0.05% | 314 |
|
|
2020
Q2 | $150K | Sell |
1,540
-150
| -9% | -$14.6K | 0.06% | 275 |
|
|
2020
Q1 | $161K | Hold |
1,690
| – | – | 0.07% | 247 |
|
|
2019
Q4 | $195K | Hold |
1,690
| – | – | 0.07% | 228 |
|
|
2019
Q3 | $175K | Sell |
1,690
-490
| -22% | -$50.7K | 0.08% | 221 |
|
|
2019
Q2 | $204K | Hold |
2,180
| – | – | 0.09% | 189 |
|
|
2019
Q1 | $192K | Hold |
2,180
| – | – | 0.1% | 167 |
|
|
2018
Q4 | $160K | Buy |
2,180
+1,160
| +114% | +$85.1K | 0.11% | 149 |
|
|
2018
Q3 | $84K | Hold |
1,020
| – | – | 0.05% | 223 |
|
|
2018
Q2 | $76K | Hold |
1,020
| – | – | 0.08% | 144 |
|
|
2018
Q1 | $72K | Hold |
1,020
| – | – | 0.05% | 262 |
|
|
2017
Q4 | $69K | Hold |
1,020
| – | – | 0.05% | 253 |
|
|
2017
Q3 | $65K | Hold |
1,020
| – | – | 0.06% | 221 |
|
|
2017
Q2 | $63K | Hold |
1,020
| – | – | 0.07% | 212 |
|
|
2017
Q1 | $59K | Hold |
1,020
| – | – | 0.06% | 204 |
|
|
2016
Q4 | $56K | Buy |
+1,020
| New | +$56K | 0.08% | 199 |
|