Stokes Family Office’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 |
-2,443
| Closed | -$308K | – | 347 |
|
|
2023
Q2 | $308K | Sell |
2,443
-494
| -17% | -$62.3K | 0.04% | 234 |
|
|
2023
Q1 | $332K | Buy |
2,937
+128
| +5% | +$14.5K | 0.04% | 211 |
|
|
2022
Q4 | $284K | Sell |
2,809
-206
| -7% | -$20.8K | 0.04% | 226 |
|
|
2022
Q3 | $282K | Buy |
3,015
+275
| +10% | +$25.7K | 0.04% | 216 |
|
|
2022
Q2 | $244K | Sell |
2,740
-3,822
| -58% | -$340K | 0.03% | 233 |
|
|
2022
Q1 | $665K | Buy |
6,562
+128
| +2% | +$13K | 0.09% | 140 |
|
|
2021
Q4 | $668K | Buy |
6,434
+55
| +0.9% | +$5.71K | 0.08% | 134 |
|
|
2021
Q3 | $692K | Sell |
6,379
-39
| -0.6% | -$4.23K | 0.1% | 116 |
|
|
2021
Q2 | $686K | Buy |
6,418
+472
| +8% | +$50.5K | 0.1% | 117 |
|
|
2021
Q1 | $729K | Buy |
5,946
+674
| +13% | +$82.6K | 0.11% | 107 |
|
|
2020
Q4 | $600K | Buy |
5,272
+2,171
| +70% | +$247K | 0.12% | 106 |
|
|
2020
Q3 | $320K | Buy |
+3,101
| New | +$320K | 0.07% | 122 |
|