Birch Hill Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.1M | Buy |
539,914
+7,446
| +1% | +$1.28M | 4.13% | 5 |
|
|
2025
Q1 | $118M | Sell |
532,468
-38,673
| -7% | -$8.54M | 5.58% | 2 |
|
|
2024
Q4 | $117M | Sell |
571,141
-35,686
| -6% | -$7.33M | 5.45% | 3 |
|
|
2024
Q3 | $109M | Sell |
606,827
-12,682
| -2% | -$2.28M | 5.12% | 2 |
|
|
2024
Q2 | $92.3M | Sell |
619,509
-9,798
| -2% | -$1.46M | 4.46% | 4 |
|
|
2024
Q1 | $101M | Sell |
629,307
-7,419
| -1% | -$1.19M | 4.89% | 3 |
|
|
2023
Q4 | $84.6M | Buy |
636,726
+7,807
| +1% | +$1.04M | 4.5% | 4 |
|
|
2023
Q3 | $71M | Sell |
628,919
-2,533
| -0.4% | -$286K | 4.24% | 5 |
|
|
2023
Q2 | $79.7M | Buy |
631,452
+12,329
| +2% | +$1.56M | 4.57% | 4 |
|
|
2023
Q1 | $70M | Buy |
619,123
+1,656
| +0.3% | +$187K | 4.35% | 4 |
|
|
2022
Q4 | $62.4M | Buy |
617,467
+7,176
| +1% | +$725K | 3.98% | 6 |
|
|
2022
Q3 | $57.1M | Sell |
610,291
-1,722
| -0.3% | -$161K | 3.86% | 6 |
|
|
2022
Q2 | $54.5M | Sell |
612,013
-3,521
| -0.6% | -$313K | 3.4% | 9 |
|
|
2022
Q1 | $62.4M | Sell |
615,534
-21,550
| -3% | -$2.19M | 3.33% | 8 |
|
|
2021
Q4 | $66.1M | Sell |
637,084
-10,195
| -2% | -$1.06M | 3.27% | 9 |
|
|
2021
Q3 | $70.2M | Buy |
647,279
+4,661
| +0.7% | +$506K | 3.77% | 6 |
|
|
2021
Q2 | $68.7M | Buy |
642,618
+8,765
| +1% | +$937K | 3.69% | 6 |
|
|
2021
Q1 | $75.5M | Buy |
633,853
+727
| +0.1% | +$86.5K | 4.3% | 3 |
|
|
2020
Q4 | $72.1M | Sell |
633,126
-2,846
| -0.4% | -$324K | 4.3% | 3 |
|
|
2020
Q3 | $65.5M | Buy |
635,972
+738
| +0.1% | +$76.1K | 4.36% | 3 |
|
|
2020
Q2 | $62M | Buy |
635,234
+7,886
| +1% | +$770K | 4.55% | 4 |
|
|
2020
Q1 | $59.6M | Buy |
627,348
+3,883
| +0.6% | +$369K | 5.22% | 3 |
|
|
2019
Q4 | $72.1M | Sell |
623,465
-13,143
| -2% | -$1.52M | 4.76% | 2 |
|
|
2019
Q3 | $65.9M | Sell |
636,608
-21,022
| -3% | -$2.18M | 4.76% | 2 |
|
|
2019
Q2 | $59.9M | Sell |
657,630
-3,512
| -0.5% | -$320K | 4.42% | 2 |
|
|
2019
Q1 | $58.4M | Sell |
661,142
-47,485
| -7% | -$4.19M | 4.44% | 2 |
|
|
2018
Q4 | $52.1M | Sell |
708,627
-18,493
| -3% | -$1.36M | 4.54% | 3 |
|
|
2018
Q3 | $59.9M | Sell |
727,120
-2,935
| -0.4% | -$242K | 4.38% | 3 |
|
|
2018
Q2 | $54.1M | Sell |
730,055
-5,247
| -0.7% | -$389K | 4.3% | 2 |
|
|
2018
Q1 | $52.4M | Sell |
735,302
-5,830
| -0.8% | -$416K | 4.34% | 2 |
|
|
2017
Q4 | $48.6M | Sell |
741,132
-10,200
| -1% | -$669K | 4.02% | 5 |
|
|
2017
Q3 | $48.4M | Sell |
751,332
-4,250
| -0.6% | -$274K | 4.21% | 2 |
|
|
2017
Q2 | $46.2M | Sell |
755,582
-36,360
| -5% | -$2.22M | 4.09% | 2 |
|
|
2017
Q1 | $45.7M | Sell |
791,942
-16,238
| -2% | -$936K | 3.9% | 5 |
|
|
2016
Q4 | $42.9M | Buy |
808,180
+2,008
| +0.2% | +$107K | 3.9% | 4 |
|
|
2016
Q3 | $40.1M | Sell |
806,172
-20,266
| -2% | -$1.01M | 3.72% | 4 |
|
|
2016
Q2 | $44.9M | Sell |
826,438
-16,576
| -2% | -$901K | 4.42% | 1 |
|
|
2016
Q1 | $43.2M | Sell |
843,014
-50,382
| -6% | -$2.58M | 4.55% | 1 |
|
|
2015
Q4 | $40.9M | Sell |
893,396
-183,182
| -17% | -$8.38M | 4.27% | 2 |
|
|
2015
Q3 | $46.6M | Sell |
1,076,578
-59,498
| -5% | -$2.58M | 5.09% | 1 |
|
|
2015
Q2 | $47.1M | Sell |
1,136,076
-22,770
| -2% | -$943K | 4.83% | 1 |
|
|
2015
Q1 | $46M | Sell |
1,158,846
-75,736
| -6% | -$3.01M | 4.7% | 1 |
|
|
2014
Q4 | $43.8M | Sell |
1,234,582
-28,150
| -2% | -$999K | 4.43% | 1 |
|
|
2014
Q3 | $40.8M | Sell |
1,262,732
-7,530
| -0.6% | -$243K | 4.26% | 1 |
|
|
2014
Q2 | $38.3M | Sell |
1,270,262
-12,802
| -1% | -$386K | 4.01% | 3 |
|
|
2014
Q1 | $36.4M | Buy |
1,283,064
+70,640
| +6% | +$2M | 3.92% | 4 |
|
|
2013
Q4 | $35.8M | Sell |
1,212,424
-9,788
| -0.8% | -$289K | 3.82% | 5 |
|
|
2013
Q3 | $30.9M | Sell |
1,222,212
-1,140
| -0.1% | -$28.8K | 3.65% | 5 |
|
|
2013
Q2 | $26.7M | Buy |
+1,223,352
| New | +$26.7M | 3.35% | 6 |
|