Stack Financial Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-146,647
| Closed | -$15.2M | – | 48 |
|
|
2021
Q4 | $15.2M | Sell |
146,647
-5,237
| -3% | -$544K | 1.31% | 36 |
|
|
2021
Q3 | $16.5M | Buy |
151,884
+968
| +0.6% | +$105K | 1.57% | 28 |
|
|
2021
Q2 | $16.1M | Buy |
150,916
+2,441
| +2% | +$261K | 1.39% | 37 |
|
|
2021
Q1 | $17.7M | Buy |
+148,475
| New | +$17.7M | 1.49% | 30 |
|