Shepherd Financial Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Hold |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $838K | Hold |
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|
2024
Q1 | $898K | Buy |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $634K | Hold |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $635K | Hold |
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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