Patriot Financial Group Insurance Agency’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $547K | Sell |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $987K | Sell |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $150K | Sell |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $195K | Hold |
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|
2019
Q3 | $175K | Sell |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $192K | Hold |
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|
2018
Q4 | $160K | Buy |
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|
2018
Q3 | $84K | Hold |
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|
2018
Q2 | $76K | Hold |
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|
2018
Q1 | $72K | Hold |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $65K | Hold |
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|
2017
Q2 | $63K | Hold |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $56K | Buy |
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