Tompkins Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03K | Hold |
35
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $7.73K | Hold |
35
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $7.19K | Sell |
35
-391
| -92% | -$80.3K | ﹤0.01% | 447 |
|
|
2024
Q3 | $76.5K | Hold |
426
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $63.5K | Sell |
426
-391
| -48% | -$58.3K | 0.01% | 321 |
|
|
2024
Q1 | $131K | Buy |
817
+35
| +4% | +$5.59K | 0.01% | 243 |
|
|
2023
Q4 | $104K | Buy |
+782
| New | +$104K | 0.01% | 266 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$3.79K | – | 598 |
|
|
2023
Q2 | $3.79K | Hold |
30
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $3.39K | Hold |
30
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 555 |
|
|
2021
Q4 | – | Sell |
-121
| Closed | -$13K | – | 362 |
|
|
2021
Q3 | $13K | Buy |
+121
| New | +$13K | ﹤0.01% | 311 |
|
|
2021
Q1 | $14K | Hold |
121
| – | – | ﹤0.01% | 344 |
|
|
2020
Q4 | $14K | Buy |
121
+35
| +41% | +$4.05K | ﹤0.01% | 343 |
|
|
2020
Q3 | $9K | Sell |
86
-467
| -84% | -$48.9K | ﹤0.01% | 330 |
|
|
2020
Q2 | $54K | Sell |
553
-156
| -22% | -$15.2K | 0.01% | 223 |
|
|
2020
Q1 | $67K | Hold |
709
| – | – | 0.02% | 208 |
|
|
2019
Q4 | $82K | Sell |
709
-153
| -18% | -$17.7K | 0.02% | 217 |
|
|
2019
Q3 | $89K | Hold |
862
| – | – | 0.02% | 187 |
|
|
2019
Q2 | $79K | Hold |
862
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $76K | Hold |
862
| – | – | 0.01% | 204 |
|
|
2018
Q4 | $63K | Sell |
862
-182
| -17% | -$13.3K | 0.01% | 215 |
|
|
2018
Q3 | $86K | Sell |
1,044
-156
| -13% | -$12.9K | 0.02% | 213 |
|
|
2018
Q2 | $89K | Hold |
1,200
| – | – | 0.02% | 214 |
|
|
2018
Q1 | $86K | Hold |
1,200
| – | – | 0.02% | 208 |
|
|
2017
Q4 | $79K | Hold |
1,200
| – | – | 0.02% | 196 |
|
|
2017
Q3 | $77K | Hold |
1,200
| – | – | 0.02% | 193 |
|
|
2017
Q2 | $73K | Hold |
1,200
| – | – | 0.02% | 193 |
|
|
2017
Q1 | $69K | Buy |
1,200
+40
| +3% | +$2.3K | 0.02% | 197 |
|
|
2016
Q4 | $62K | Buy |
1,160
+120
| +12% | +$6.41K | 0.02% | 199 |
|
|
2016
Q3 | $52K | Hold |
1,040
| – | – | 0.01% | 214 |
|
|
2016
Q2 | $57K | Hold |
1,040
| – | – | 0.02% | 237 |
|
|
2016
Q1 | $53K | Hold |
1,040
| – | – | 0.02% | 236 |
|
|
2015
Q4 | $48K | Hold |
1,040
| – | – | 0.02% | 286 |
|
|
2015
Q3 | $45K | Hold |
1,040
| – | – | 0.01% | 279 |
|
|
2015
Q2 | $43K | Sell |
1,040
-290
| -22% | -$12K | 0.01% | 293 |
|
|
2015
Q1 | $53K | Sell |
1,330
-40
| -3% | -$1.59K | 0.01% | 286 |
|
|
2014
Q4 | $49K | Hold |
1,370
| – | – | 0.01% | 279 |
|
|
2014
Q3 | $44K | Sell |
1,370
-650
| -32% | -$20.9K | 0.01% | 287 |
|
|
2014
Q2 | $61K | Hold |
2,020
| – | – | 0.02% | 255 |
|
|
2014
Q1 | $57K | Buy |
2,020
+30
| +2% | +$847 | 0.01% | 256 |
|
|
2013
Q4 | $59K | Buy |
1,990
+230
| +13% | +$6.82K | 0.02% | 252 |
|
|
2013
Q3 | $44K | Hold |
1,760
| – | – | 0.01% | 268 |
|
|
2013
Q2 | $38K | Buy |
+1,760
| New | +$38K | 0.01% | 280 |
|