Allworth 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 | $1.48M | Buy |
8,592
+875
| +11% | +$151K | 0.01% | 541 |
|
|
2025
Q1 | $1.37M | Buy |
7,717
+541
| +8% | +$95.7K | 0.01% | 465 |
|
|
2024
Q4 | $1.5M | Buy |
7,176
+2,368
| +49% | +$496K | 0.01% | 454 |
|
|
2024
Q3 | $864K | Buy |
4,808
+510
| +12% | +$91.6K | 0.01% | 466 |
|
|
2024
Q2 | $671K | Buy |
4,298
+846
| +25% | +$132K | ﹤0.01% | 503 |
|
|
2024
Q1 | $552K | Buy |
3,452
+252
| +8% | +$40.3K | ﹤0.01% | 528 |
|
|
2023
Q4 | $425K | Buy |
3,200
+380
| +13% | +$50.5K | ﹤0.01% | 557 |
|
|
2023
Q3 | $319K | Buy |
2,820
+500
| +22% | +$56.5K | ﹤0.01% | 591 |
|
|
2023
Q2 | $293K | Sell |
2,320
-30
| -1% | -$3.79K | ﹤0.01% | 607 |
|
|
2023
Q1 | $266K | Buy |
2,350
+579
| +33% | +$65.4K | ﹤0.01% | 590 |
|
|
2022
Q4 | $179K | Sell |
1,771
-52
| -3% | -$5.26K | ﹤0.01% | 662 |
|
|
2022
Q3 | $171K | Buy |
1,823
+346
| +23% | +$32.5K | ﹤0.01% | 626 |
|
|
2022
Q2 | $131K | Buy |
1,477
+606
| +70% | +$53.7K | ﹤0.01% | 650 |
|
|
2022
Q1 | $88K | Sell |
871
-643
| -42% | -$65K | ﹤0.01% | 755 |
|
|
2021
Q4 | $157K | Buy |
1,514
+447
| +42% | +$46.4K | ﹤0.01% | 583 |
|
|
2021
Q3 | $116K | Buy |
1,067
+59
| +6% | +$6.41K | ﹤0.01% | 580 |
|
|
2021
Q2 | $108K | Sell |
1,008
-6,235
| -86% | -$668K | ﹤0.01% | 466 |
|
|
2021
Q1 | $862K | Buy |
7,243
+6,414
| +774% | +$763K | 0.02% | 176 |
|
|
2020
Q4 | $94K | Buy |
829
+1
| +0.1% | +$113 | ﹤0.01% | 375 |
|
|
2020
Q3 | $85K | Hold |
828
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $81K | Hold |
828
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $79K | Hold |
828
| – | – | ﹤0.01% | 340 |
|
|
2019
Q4 | $96K | Hold |
828
| – | – | ﹤0.01% | 284 |
|
|
2019
Q3 | $86K | Hold |
828
| – | – | ﹤0.01% | 251 |
|
|
2019
Q2 | $75K | Hold |
828
| – | – | ﹤0.01% | 267 |
|
|
2019
Q1 | $73K | Hold |
828
| – | – | ﹤0.01% | 264 |
|
|
2018
Q4 | $61K | Hold |
828
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $68K | Hold |
828
| – | – | ﹤0.01% | 252 |
|
|
2018
Q2 | $61K | Sell |
828
-2
| -0.2% | -$147 | ﹤0.01% | 258 |
|
|
2018
Q1 | $59K | Sell |
830
-2
| -0.2% | -$142 | ﹤0.01% | 231 |
|
|
2017
Q4 | $55K | Buy |
832
+4
| +0.5% | +$264 | ﹤0.01% | 231 |
|
|
2017
Q3 | $53K | Hold |
828
| – | – | ﹤0.01% | 232 |
|
|
2017
Q2 | $51K | Hold |
828
| – | – | ﹤0.01% | 248 |
|
|
2017
Q1 | $48K | Hold |
828
| – | – | ﹤0.01% | 237 |
|
|
2016
Q4 | $44K | Hold |
828
| – | – | ﹤0.01% | 226 |
|
|
2016
Q3 | $41K | Hold |
828
| – | – | ﹤0.01% | 236 |
|
|
2016
Q2 | $45K | Hold |
828
| – | – | 0.01% | 213 |
|
|
2016
Q1 | $42K | Hold |
828
| – | – | 0.01% | 226 |
|
|
2015
Q4 | $38K | Hold |
828
| – | – | 0.01% | 230 |
|
|
2015
Q3 | $36K | Hold |
828
| – | – | 0.01% | 240 |
|
|
2015
Q2 | $34K | Hold |
828
| – | – | 0.01% | 239 |
|
|
2015
Q1 | $33K | Buy |
+828
| New | +$33K | 0.01% | 243 |
|