Private Ocean’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $80.9K | Hold |
543
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $86.8K | Hold |
543
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $72.1K | Hold |
543
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $61.3K | Sell |
543
-762
| -58% | -$86.1K | 0.01% | 213 |
|
|
2023
Q2 | $165K | Buy |
1,305
+762
| +140% | +$96.1K | 0.02% | 148 |
|
|
2023
Q1 | $61.4K | Sell |
543
-107
| -16% | -$12.1K | 0.01% | 212 |
|
|
2022
Q4 | $65.7K | Buy |
650
+92
| +16% | +$9.3K | 0.01% | 198 |
|
|
2022
Q3 | $52K | Hold |
558
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $49K | Hold |
558
| – | – | 0.01% | 214 |
|
|
2022
Q1 | $57K | Hold |
558
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $58K | Sell |
558
-93
| -14% | -$9.67K | 0.01% | 244 |
|
|
2021
Q3 | $71K | Buy |
651
+15
| +2% | +$1.64K | 0.01% | 209 |
|
|
2021
Q2 | $68K | Hold |
636
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $76K | Hold |
636
| – | – | 0.01% | 202 |
|
|
2020
Q4 | $72K | Hold |
636
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $66K | Hold |
636
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $62K | Hold |
636
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $60K | Hold |
636
| – | – | 0.02% | 194 |
|
|
2019
Q4 | $74K | Hold |
636
| – | – | 0.02% | 193 |
|
|
2019
Q3 | $66K | Hold |
636
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $57K | Hold |
636
| – | – | 0.02% | 193 |
|
|
2019
Q1 | $56K | Hold |
636
| – | – | 0.02% | 189 |
|
|
2018
Q4 | $47K | Hold |
636
| – | – | 0.01% | 169 |
|
|
2018
Q3 | $52K | Hold |
636
| – | – | 0.02% | 154 |
|
|
2018
Q2 | $47K | Hold |
636
| – | – | 0.02% | 167 |
|
|
2018
Q1 | $45K | Buy |
+636
| New | +$45K | 0.02% | 185 |
|