Physicians Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,048
| Closed | -$305K | – | 110 |
|
|
2024
Q2 | $305K | Sell |
2,048
-17
| -0.8% | -$2.53K | 0.1% | 95 |
|
|
2024
Q1 | $330K | Hold |
2,065
| – | – | 0.12% | 91 |
|
|
2023
Q4 | $274K | Sell |
2,065
-150
| -7% | -$19.9K | 0.1% | 96 |
|
|
2023
Q3 | $250K | Hold |
2,215
| – | – | 0.1% | 99 |
|
|
2023
Q2 | $279K | Hold |
2,215
| – | – | 0.11% | 100 |
|
|
2023
Q1 | $250K | Sell |
2,215
-50
| -2% | -$5.64K | 0.11% | 103 |
|
|
2022
Q4 | $229K | Sell |
2,265
-100
| -4% | -$10.1K | 0.1% | 105 |
|
|
2022
Q3 | $221K | Sell |
2,365
-47
| -2% | -$4.39K | 0.11% | 106 |
|
|
2022
Q2 | $215K | Buy |
2,412
+422
| +21% | +$37.6K | 0.1% | 109 |
|
|
2022
Q1 | $202K | Buy |
+1,990
| New | +$202K | 0.08% | 117 |
|