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 |
|