Welch Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,728
| Closed | -$206K | – | 194 |
|
2021
Q1 | $206K | Sell |
1,728
-272
| -14% | -$32.4K | 0.01% | 179 |
|
2020
Q4 | $228K | Hold |
2,000
| – | – | 0.02% | 134 |
|
2020
Q3 | $206K | Buy |
+2,000
| New | +$206K | 0.02% | 133 |
|
2020
Q2 | – | Sell |
-2,022
| Closed | -$192K | – | 141 |
|
2020
Q1 | $192K | Buy |
2,022
+22
| +1% | +$2.09K | 0.02% | 120 |
|
2019
Q4 | $231K | Hold |
2,000
| – | – | 0.02% | 110 |
|
2019
Q3 | $207K | Hold |
2,000
| – | – | 0.02% | 109 |
|
2019
Q2 | $182K | Hold |
2,000
| – | – | 0.02% | 111 |
|
2019
Q1 | $177K | Hold |
2,000
| – | – | 0.02% | 120 |
|
2018
Q4 | $147K | Hold |
2,000
| – | – | 0.02% | 123 |
|
2018
Q3 | $165 | Hold |
2,000
| – | – | 0.02% | 126 |
|
2018
Q2 | $148K | Hold |
2,000
| – | – | 0.02% | 119 |
|
2018
Q1 | $143K | Hold |
2,000
| – | – | 0.02% | 119 |
|
2017
Q4 | $131K | Hold |
2,000
| – | – | 0.02% | 124 |
|
2017
Q3 | $129K | Hold |
2,000
| – | – | 0.02% | 121 |
|
2017
Q2 | $122K | Hold |
2,000
| – | – | 0.02% | 147 |
|
2017
Q1 | $115K | Hold |
2,000
| – | – | 0.02% | 121 |
|
2016
Q4 | $106K | Buy |
+2,000
| New | +$106K | 0.02% | 133 |
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$109K | – | 141 |
|
2016
Q2 | $109K | Hold |
2,000
| – | – | 0.02% | 120 |
|
2016
Q1 | $103K | Buy |
+2,000
| New | +$103K | 0.02% | 146 |
|