Sand Hill Global Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,986
| Closed | -$881K | – | 153 |
|
|
2023
Q2 | $881K | Hold |
6,986
| – | – | 0.04% | 98 |
|
|
2023
Q1 | $790K | Hold |
6,986
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $706K | Hold |
6,986
| – | – | 0.04% | 108 |
|
|
2022
Q3 | $654K | Sell |
6,986
-17
| -0.2% | -$1.59K | 0.04% | 106 |
|
|
2022
Q2 | $623K | Sell |
7,003
-283
| -4% | -$25.2K | 0.04% | 107 |
|
|
2022
Q1 | $739K | Sell |
7,286
-5
| -0.1% | -$507 | 0.04% | 99 |
|
|
2021
Q4 | $757K | Hold |
7,291
| – | – | 0.04% | 100 |
|
|
2021
Q3 | $791K | Buy |
7,291
+59
| +0.8% | +$6.4K | 0.05% | 96 |
|
|
2021
Q2 | $773K | Sell |
7,232
-526
| -7% | -$56.2K | 0.05% | 94 |
|
|
2021
Q1 | $924K | Sell |
7,758
-148
| -2% | -$17.6K | 0.06% | 87 |
|
|
2020
Q4 | $900K | Hold |
7,906
| – | – | 0.06% | 90 |
|
|
2020
Q3 | $815K | Sell |
7,906
-115
| -1% | -$11.9K | 0.06% | 86 |
|
|
2020
Q2 | $783K | Sell |
8,021
-30
| -0.4% | -$2.93K | 0.06% | 85 |
|
|
2020
Q1 | $765K | Sell |
8,051
-240
| -3% | -$22.8K | 0.07% | 79 |
|
|
2019
Q4 | $959K | Buy |
8,291
+618
| +8% | +$71.5K | 0.09% | 82 |
|
|
2019
Q3 | $795K | Buy |
+7,673
| New | +$795K | 0.07% | 77 |
|
|
2013
Q4 | – | Sell |
-27,772
| Closed | -$702K | – | 77 |
|
|
2013
Q3 | $702K | Buy |
+27,772
| New | +$702K | 0.12% | 57 |
|