Bank Julius Baer & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213M | Buy |
1,237,060
+107,321
| +9% | +$18.5M | 0.63% | 42 |
|
|
2025
Q1 | $269M | Buy |
1,129,739
+60,823
| +6% | +$14.5M | 0.88% | 31 |
|
|
2024
Q4 | $235M | Buy |
1,068,916
+62,044
| +6% | +$13.6M | 0.73% | 34 |
|
|
2024
Q3 | $203M | Buy |
1,006,872
+155,653
| +18% | +$31.4M | 0.68% | 37 |
|
|
2024
Q2 | $137M | Sell |
851,219
-48,928
| -5% | -$7.86M | 0.52% | 48 |
|
|
2024
Q1 | $144M | Sell |
900,147
-1,701
| -0.2% | -$272K | 0.55% | 47 |
|
|
2023
Q4 | $120M | Buy |
901,848
+274,054
| +44% | +$36.4M | 0.51% | 57 |
|
|
2023
Q3 | $70.9M | Buy |
627,794
+57,348
| +10% | +$6.48M | 0.41% | 65 |
|
|
2023
Q2 | $72M | Sell |
570,446
-242
| -0% | -$30.5K | 0.43% | 58 |
|
|
2023
Q1 | $64.5M | Buy |
570,688
+22,324
| +4% | +$2.52M | 0.41% | 65 |
|
|
2022
Q4 | $55.4M | Buy |
548,364
+21,766
| +4% | +$2.2M | 0.38% | 66 |
|
|
2022
Q3 | $49.3M | Sell |
526,598
-9,375
| -2% | -$877K | 0.37% | 67 |
|
|
2022
Q2 | $47.7M | Buy |
535,973
+95,887
| +22% | +$8.53M | 0.34% | 69 |
|
|
2022
Q1 | $44.6M | Sell |
440,086
-5,223
| -1% | -$530K | 0.27% | 67 |
|
|
2021
Q4 | $46.2M | Buy |
445,309
+9,002
| +2% | +$934K | 0.25% | 75 |
|
|
2021
Q3 | $47.3M | Buy |
436,307
+1,626
| +0.4% | +$176K | 0.29% | 69 |
|
|
2021
Q2 | $46.5M | Buy |
434,681
+3,665
| +0.9% | +$392K | 0.3% | 73 |
|
|
2021
Q1 | $51.3M | Sell |
431,016
-8,137
| -2% | -$969K | 0.38% | 61 |
|
|
2020
Q4 | $50M | Buy |
439,153
+184,689
| +73% | +$21M | 0.41% | 55 |
|
|
2020
Q3 | $26.1M | Sell |
254,464
-63,839
| -20% | -$6.55M | 0.25% | 78 |
|
|
2020
Q2 | $27.7M | Buy |
318,303
+20,173
| +7% | +$1.76M | 0.32% | 70 |
|
|
2020
Q1 | $28.3M | Buy |
+298,130
| New | +$28.3M | 0.65% | 42 |
|