Spinnaker Trust’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 | $1.26M | Hold |
|
|||||
|
2025
Q1 | $1.61M | Hold |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.32M | Hold |
|
|||||
|
2024
Q2 | $1.1M | Hold |
|
|||||
|
2024
Q1 | $1.18M | Sell |
|
|||||
|
2023
Q4 | $1.01M | Hold |
|
|||||
|
2023
Q3 | $855K | Sell |
|
|||||
|
2023
Q2 | $965K | Sell |
|
|||||
|
2023
Q1 | $868K | Sell |
|
|||||
|
2022
Q4 | $780K | Hold |
|
|||||
|
2022
Q3 | $722K | Sell |
|
|||||
|
2022
Q2 | $730K | Hold |
|
|||||
|
2022
Q1 | $832K | Buy |
|
|||||
|
2021
Q4 | $788K | Hold |
|
|||||
|
2021
Q3 | $824K | Hold |
|
|||||
|
2021
Q2 | $812K | Hold |
|
|||||
|
2021
Q1 | $903K | Sell |
|
|||||
|
2020
Q4 | $886K | Sell |
|
|||||
|
2020
Q3 | $866K | Hold |
|
|||||
|
2020
Q2 | $820K | Hold |
|
|||||
|
2020
Q1 | $798K | Buy |
|
|||||
|
2019
Q4 | $745K | Sell |
|
|||||
|
2019
Q3 | $673K | Buy |
|
|||||
|
2019
Q2 | $588K | Hold |
|
|||||
|
2019
Q1 | $569K | Sell |
|
|||||
|
2018
Q4 | $532K | Hold |
|
|||||
|
2018
Q3 | $597K | Sell |
|
|||||
|
2018
Q2 | $537K | Buy |
|
|||||
|
2018
Q1 | $488K | Hold |
|
|||||
|
2017
Q4 | $449K | Sell |
|
|||||
|
2017
Q3 | $445K | Hold |
|
|||||
|
2017
Q2 | $423K | Hold |
|
|||||
|
2017
Q1 | $399K | Hold |
|
|||||
|
2016
Q4 | $367K | Hold |
|
|||||
|
2016
Q3 | $344K | Buy |
|
|||||
|
2016
Q2 | $373K | Sell |
|
|||||
|
2016
Q1 | $368K | Buy |
|
|||||
|
2015
Q4 | $307K | Buy |
|
|||||
|
2015
Q3 | $251K | Hold |
|
|||||
|
2015
Q2 | $240K | Hold |
|
|||||
|
2015
Q1 | $230K | Hold |
|
|||||
|
2014
Q4 | $206K | Buy |
|