BOK Financial Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
1,638
-103
| -6% | -$17.8K | 0.02% | 148 |
|
|
2025
Q1 | $384K | Sell |
1,741
-11
| -0.6% | -$2.43K | 0.03% | 137 |
|
|
2024
Q4 | $360K | Buy |
1,752
+11
| +0.6% | +$2.26K | 0.03% | 145 |
|
|
2024
Q3 | $313K | Hold |
1,741
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $259K | Hold |
1,741
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $278K | Sell |
1,741
-109
| -6% | -$17.4K | 0.02% | 158 |
|
|
2023
Q4 | $246K | Hold |
1,850
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $209K | Hold |
1,850
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $233K | Hold |
1,850
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $209K | Hold |
1,850
| – | – | 0.02% | 157 |
|
|
2022
Q4 | $187K | Sell |
1,850
-1,790
| -49% | -$181K | 0.02% | 162 |
|
|
2022
Q3 | $341K | Buy |
+3,640
| New | +$341K | 0.03% | 140 |
|
|
2022
Q2 | – | Sell |
-2,705
| Closed | -$274K | – | 405 |
|
|
2022
Q1 | $274K | Buy |
+2,705
| New | +$274K | 0.02% | 249 |
|