SFP
Shepherd Financial Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Hold |
5,652
| – | – | 0.1% | 109 |
|
|
2025
Q1 | $1.25M | Sell |
5,652
-97
| -2% | -$21.4K | 0.15% | 95 |
|
|
2024
Q4 | $1.18M | Buy |
5,749
+127
| +2% | +$26.1K | 0.14% | 90 |
|
|
2024
Q3 | $1.01M | Hold |
5,622
| – | – | 0.12% | 97 |
|
|
2024
Q2 | $838K | Hold |
5,622
| – | – | 0.11% | 109 |
|
|
2024
Q1 | $898K | Buy |
5,622
+12
| +0.2% | +$1.92K | 0.12% | 106 |
|
|
2023
Q4 | $745K | Hold |
5,610
| – | – | 0.11% | 115 |
|
|
2023
Q3 | $634K | Hold |
5,610
| – | – | 0.1% | 116 |
|
|
2023
Q2 | $708K | Sell |
5,610
-9
| -0.2% | -$1.14K | 0.11% | 110 |
|
|
2023
Q1 | $635K | Hold |
5,619
| – | – | 0.11% | 111 |
|
|
2022
Q4 | $568K | Hold |
5,619
| – | – | 0.1% | 111 |
|
|
2022
Q3 | $526K | Hold |
5,619
| – | – | 0.1% | 114 |
|
|
2022
Q2 | $500K | Hold |
5,619
| – | – | 0.1% | 113 |
|
|
2022
Q1 | $570K | Sell |
5,619
-486
| -8% | -$49.3K | 0.1% | 113 |
|
|
2021
Q4 | $634K | Sell |
6,105
-106
| -2% | -$11K | 0.11% | 103 |
|
|
2021
Q3 | $674K | Sell |
6,211
-11,148
| -64% | -$1.21M | 0.13% | 100 |
|
|
2021
Q2 | $1.86M | Buy |
17,359
+28
| +0.2% | +$2.99K | 0.35% | 62 |
|
|
2021
Q1 | $2.06M | Buy |
17,331
+136
| +0.8% | +$16.2K | 0.46% | 44 |
|
|
2020
Q4 | $1.96M | Buy |
17,195
+101
| +0.6% | +$11.5K | 0.45% | 48 |
|
|
2020
Q3 | $1.76M | Buy |
17,094
+369
| +2% | +$38K | 0.41% | 49 |
|
|
2020
Q2 | $1.63M | Buy |
16,725
+42
| +0.3% | +$4.1K | 0.44% | 38 |
|
|
2020
Q1 | $1.59M | Buy |
16,683
+4,884
| +41% | +$464K | 0.55% | 33 |
|
|
2019
Q4 | $1.37M | Buy |
11,799
+3
| +0% | +$347 | 0.32% | 57 |
|
|
2019
Q3 | $1.22M | Buy |
+11,796
| New | +$1.22M | 0.31% | 55 |
|