Baldwin Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
77,319
-3,248
| -4% | -$560K | 0.91% | 32 |
|
|
2025
Q1 | $17.8M | Sell |
80,567
-2,742
| -3% | -$606K | 1.25% | 26 |
|
|
2024
Q4 | $17.1M | Sell |
83,309
-1,872
| -2% | -$385K | 1.18% | 26 |
|
|
2024
Q3 | $15.3M | Sell |
85,181
-1,076
| -1% | -$193K | 1.04% | 28 |
|
|
2024
Q2 | $12.9M | Sell |
86,257
-725
| -0.8% | -$108K | 1% | 32 |
|
|
2024
Q1 | $13.9M | Sell |
86,982
-759
| -0.9% | -$121K | 1.05% | 30 |
|
|
2023
Q4 | $11.7M | Sell |
87,741
-2,701
| -3% | -$359K | 0.92% | 38 |
|
|
2023
Q3 | $10.2M | Buy |
90,442
+445
| +0.5% | +$50.3K | 0.88% | 38 |
|
|
2023
Q2 | $11.4M | Sell |
89,997
-3,664
| -4% | -$462K | 0.93% | 34 |
|
|
2023
Q1 | $10.6M | Sell |
93,661
-261
| -0.3% | -$29.5K | 0.92% | 35 |
|
|
2022
Q4 | $9.49M | Buy |
93,922
+89,210
| +1,893% | +$9.02M | 0.86% | 39 |
|
|
2022
Q3 | $441K | Hold |
4,712
| – | – | 0.06% | 104 |
|
|
2022
Q2 | $419K | Hold |
4,712
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $478K | Sell |
4,712
-463
| -9% | -$47K | 0.05% | 122 |
|
|
2021
Q4 | $537K | Sell |
5,175
-200
| -4% | -$20.8K | 0.05% | 119 |
|
|
2021
Q3 | $583K | Sell |
5,375
-38
| -0.7% | -$4.12K | 0.06% | 100 |
|
|
2021
Q2 | $579K | Hold |
5,413
| – | – | 0.06% | 104 |
|
|
2021
Q1 | $644K | Sell |
5,413
-200
| -4% | -$23.8K | 0.08% | 88 |
|
|
2020
Q4 | $639K | Sell |
5,613
-15
| -0.3% | -$1.71K | 0.08% | 90 |
|
|
2020
Q3 | $580K | Buy |
5,628
+2,900
| +106% | +$299K | 0.08% | 92 |
|
|
2020
Q2 | $266K | Sell |
2,728
-943
| -26% | -$91.9K | 0.04% | 137 |
|
|
2020
Q1 | $349K | Hold |
3,671
| – | – | 0.06% | 112 |
|
|
2019
Q4 | $424K | Sell |
3,671
-245
| -6% | -$28.3K | 0.06% | 122 |
|
|
2019
Q3 | $406K | Hold |
3,916
| – | – | 0.06% | 121 |
|
|
2019
Q2 | $357K | Sell |
3,916
-300
| -7% | -$27.3K | 0.05% | 156 |
|
|
2019
Q1 | $372K | Hold |
4,216
| – | – | 0.06% | 151 |
|
|
2018
Q4 | $310K | Hold |
4,216
| – | – | 0.05% | 155 |
|
|
2018
Q3 | $347K | Buy |
4,216
+38
| +0.9% | +$3.13K | 0.05% | 163 |
|
|
2018
Q2 | $310K | Hold |
4,178
| – | – | 0.05% | 163 |
|
|
2018
Q1 | $298K | Sell |
4,178
-250
| -6% | -$17.8K | 0.05% | 165 |
|
|
2017
Q4 | $290K | Hold |
4,428
| – | – | 0.05% | 167 |
|
|
2017
Q3 | $286K | Hold |
4,428
| – | – | 0.05% | 166 |
|
|
2017
Q2 | $271K | Hold |
4,428
| – | – | 0.04% | 169 |
|
|
2017
Q1 | $255K | Buy |
4,428
+458
| +12% | +$26.4K | 0.04% | 173 |
|
|
2016
Q4 | $211K | Hold |
3,970
| – | – | 0.04% | 172 |
|
|
2016
Q3 | $197K | Sell |
3,970
-1,018
| -20% | -$50.5K | 0.04% | 180 |
|
|
2016
Q2 | $271K | Sell |
4,988
-31,546
| -86% | -$1.71M | 0.06% | 149 |
|
|
2016
Q1 | $1.87M | Buy |
36,534
+566
| +2% | +$29K | 0.34% | 68 |
|
|
2015
Q4 | $1.65M | Buy |
35,968
+1,000
| +3% | +$45.7K | 0.27% | 86 |
|
|
2015
Q3 | $1.51M | Sell |
34,968
-288
| -0.8% | -$12.5K | 0.26% | 89 |
|
|
2015
Q2 | $1.46M | Buy |
35,256
+12,070
| +52% | +$500K | 0.22% | 100 |
|
|
2015
Q1 | $920K | Buy |
23,186
+16,530
| +248% | +$656K | 0.14% | 134 |
|
|
2014
Q4 | $236K | Buy |
+6,656
| New | +$236K | 0.03% | 217 |
|