Bartlett & Co Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
6,824
-99
| -1% | -$17.1K | 0.02% | 241 |
|
|
2025
Q1 | $1.53M | Buy |
6,923
+168
| +2% | +$37.1K | 0.02% | 216 |
|
|
2024
Q4 | $1.39M | Buy |
6,755
+295
| +5% | +$60.6K | 0.02% | 226 |
|
|
2024
Q3 | $1.16M | Hold |
6,460
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $963K | Hold |
6,460
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $1.03M | Sell |
6,460
-4,210
| -39% | -$673K | 0.02% | 262 |
|
|
2023
Q4 | $1.42M | Buy |
10,670
+365
| +4% | +$48.7K | 0.02% | 238 |
|
|
2023
Q3 | $1.16M | Sell |
10,305
-635
| -6% | -$71.7K | 0.02% | 248 |
|
|
2023
Q2 | $1.38M | Buy |
10,940
+6,775
| +163% | +$855K | 0.02% | 237 |
|
|
2023
Q1 | $471K | Sell |
4,165
-98
| -2% | -$11.1K | 0.01% | 295 |
|
|
2022
Q4 | $431K | Buy |
4,263
+138
| +3% | +$13.9K | 0.01% | 308 |
|
|
2022
Q3 | $386K | Buy |
4,125
+11
| +0.3% | +$1.03K | 0.01% | 307 |
|
|
2022
Q2 | $366K | Sell |
4,114
-784
| -16% | -$69.8K | 0.01% | 302 |
|
|
2022
Q1 | $497K | Buy |
4,898
+30
| +0.6% | +$3.04K | 0.01% | 295 |
|
|
2021
Q4 | $505K | Buy |
4,868
+370
| +8% | +$38.4K | 0.01% | 295 |
|
|
2021
Q3 | $488K | Sell |
4,498
-1,256
| -22% | -$136K | 0.01% | 260 |
|
|
2021
Q2 | $615K | Buy |
5,754
+2,000
| +53% | +$214K | 0.01% | 243 |
|
|
2021
Q1 | $447K | Sell |
3,754
-435
| -10% | -$51.8K | 0.01% | 270 |
|
|
2020
Q4 | $477K | Buy |
4,189
+26
| +0.6% | +$2.96K | 0.01% | 259 |
|
|
2020
Q3 | $429K | Hold |
4,163
| – | – | 0.01% | 253 |
|
|
2020
Q2 | $406K | Buy |
4,163
+435
| +12% | +$42.5K | 0.01% | 253 |
|
|
2020
Q1 | $354K | Hold |
3,728
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $431K | Hold |
3,728
| – | – | 0.01% | 270 |
|
|
2019
Q3 | $386K | Buy |
3,728
+2,678
| +255% | +$277K | 0.01% | 273 |
|
|
2019
Q2 | $95.7K | Hold |
1,050
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $92.7K | Hold |
1,050
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $77.2K | Hold |
1,050
| – | – | ﹤0.01% | 338 |
|
|
2018
Q3 | $86.5K | Buy |
+1,050
| New | +$86.5K | ﹤0.01% | 341 |
|