Bank of Montreal’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.2M Sell
465,045
-180,508
-28% -$31.1M 0.04% 293
2025
Q1
$143M Sell
645,553
-18,353
-3% -$4.05M 0.07% 194
2024
Q4
$136M Sell
663,906
-85,805
-11% -$17.6M 0.06% 212
2024
Q3
$134M Buy
749,711
+79,241
+12% +$14.1M 0.06% 232
2024
Q2
$99.9M Sell
670,470
-18,740
-3% -$2.79M 0.03% 268
2024
Q1
$110M Buy
689,210
+58,896
+9% +$9.39M 0.03% 259
2023
Q4
$84.3M Buy
630,314
+161,750
+35% +$21.6M 0.03% 309
2023
Q3
$57.1M Sell
468,564
-545,356
-54% -$66.5M 0.02% 351
2023
Q2
$128M Buy
1,013,920
+544,860
+116% +$68.9M 0.04% 200
2023
Q1
$53.1M Sell
469,060
-196,659
-30% -$22.3M 0.02% 336
2022
Q4
$67.3M Buy
665,719
+281,484
+73% +$28.5M 0.03% 289
2022
Q3
$36.7K Sell
384,235
-106,889
-22% -$10.2K 0.02% 409
2022
Q2
$45.6K Sell
491,124
-39,732
-7% -$3.69K 0.02% 389
2022
Q1
$54.2M Sell
530,856
-44,072
-8% -$4.5M 0.03% 370
2021
Q4
$60.3M Sell
574,928
-890,236
-61% -$93.4M 0.03% 372
2021
Q3
$162M Sell
1,465,164
-179,576
-11% -$19.9M 0.07% 219
2021
Q2
$179M Buy
1,644,740
+166,836
+11% +$18.2M 0.09% 188
2021
Q1
$183M Buy
1,477,904
+453,007
+44% +$56.2M 0.12% 138
2020
Q4
$118M Buy
1,024,897
+508,233
+98% +$58.5M 0.08% 199
2020
Q3
$52.9M Buy
516,664
+25,982
+5% +$2.66M 0.04% 314
2020
Q2
$46.5M Sell
490,682
-191,522
-28% -$18.2M 0.04% 321
2020
Q1
$60.5M Buy
682,204
+112,265
+20% +$9.96M 0.07% 223
2019
Q4
$65.9M Sell
569,939
-103,102
-15% -$11.9M 0.05% 313
2019
Q3
$69.7M Buy
673,041
+236,225
+54% +$24.5M 0.06% 262
2019
Q2
$39.8M Sell
436,816
-71,986
-14% -$6.56M 0.03% 410
2019
Q1
$44.9M Sell
508,802
-135,220
-21% -$11.9M 0.04% 363
2018
Q4
$47.3M Sell
644,022
-151,066
-19% -$11.1M 0.04% 318
2018
Q3
$65.5M Buy
795,088
+120,980
+18% +$9.97M 0.05% 299
2018
Q2
$49.9M Sell
674,108
-72,630
-10% -$5.38M 0.04% 331
2018
Q1
$53.3M Buy
746,738
+107,916
+17% +$7.7M 0.05% 332
2017
Q4
$41.9M Buy
638,822
+226,668
+55% +$14.9M 0.04% 380
2017
Q3
$26.6M Sell
412,154
-69,602
-14% -$4.49M 0.02% 497
2017
Q2
$29.5M Buy
481,756
+59,958
+14% +$3.67M 0.03% 467
2017
Q1
$24.3M Buy
421,798
+7,798
+2% +$450K 0.02% 490
2016
Q4
$21.7M Sell
414,000
-68,674
-14% -$3.59M 0.02% 503
2016
Q3
$24M Sell
482,674
-183,738
-28% -$9.14M 0.03% 478
2016
Q2
$36.2M Sell
666,412
-609,532
-48% -$33.1M 0.04% 354
2016
Q1
$65.4M Sell
1,275,944
-6,356
-0.5% -$326K 0.07% 190
2015
Q4
$58.6M Sell
1,282,300
-168,560
-12% -$7.71M 0.07% 217
2015
Q3
$62.8M Sell
1,450,860
-816,662
-36% -$35.4M 0.09% 201
2015
Q2
$93.9M Sell
2,267,522
-52,292
-2% -$2.17M 0.11% 169
2015
Q1
$92.1M Buy
2,319,814
+1,142,416
+97% +$45.4M 0.11% 181
2014
Q4
$41.8M Buy
1,177,398
+553,260
+89% +$19.6M 0.05% 296
2014
Q3
$20.2M Buy
624,138
+118,602
+23% +$3.83M 0.02% 449
2014
Q2
$15.2M Buy
505,536
+137,688
+37% +$4.15M 0.02% 535
2014
Q1
$10.4M Sell
367,848
-43,752
-11% -$1.24M 0.01% 550
2013
Q4
$12.2M Sell
411,600
-74,752
-15% -$2.21M 0.02% 514
2013
Q3
$12.3M Sell
486,352
-70,864
-13% -$1.79M 0.02% 445
2013
Q2
$12.2M Buy
+557,216
New +$12.2M 0.02% 410