Boston Trust Walden’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
6,338
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $1.4M | Hold |
6,338
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $1.3M | Buy |
6,338
+30
| +0.5% | +$6.16K | 0.01% | 270 |
|
|
2024
Q3 | $1.13M | Buy |
6,308
+333
| +6% | +$59.8K | 0.01% | 279 |
|
|
2024
Q2 | $891K | Sell |
5,975
-43
| -0.7% | -$6.41K | 0.01% | 282 |
|
|
2024
Q1 | $962K | Hold |
6,018
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $799K | Buy |
6,018
+125
| +2% | +$16.6K | 0.01% | 288 |
|
|
2023
Q3 | $666K | Hold |
5,893
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $743K | Hold |
5,893
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $666K | Hold |
5,893
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $596K | Hold |
5,893
| – | – | 0.01% | 302 |
|
|
2022
Q3 | $551K | Hold |
5,893
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $524K | Hold |
5,893
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $598K | Hold |
5,893
| – | – | ﹤0.01% | 305 |
|
|
2021
Q4 | $612K | Hold |
5,893
| – | – | ﹤0.01% | 314 |
|
|
2021
Q3 | $639K | Buy |
5,893
+15
| +0.3% | +$1.63K | 0.01% | 307 |
|
|
2021
Q2 | $628K | Buy |
5,878
+3,800
| +183% | +$406K | 0.01% | 314 |
|
|
2021
Q1 | $247K | Hold |
2,078
| – | – | ﹤0.01% | 355 |
|
|
2020
Q4 | $237K | Sell |
2,078
-25
| -1% | -$2.85K | ﹤0.01% | 363 |
|
|
2020
Q3 | $217K | Sell |
2,103
-138
| -6% | -$14.2K | ﹤0.01% | 357 |
|
|
2020
Q2 | $219K | Hold |
2,241
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $213K | Sell |
2,241
-1,200
| -35% | -$114K | ﹤0.01% | 340 |
|
|
2019
Q4 | $398K | Buy |
3,441
+38
| +1% | +$4.4K | ﹤0.01% | 339 |
|
|
2019
Q3 | $353K | Buy |
+3,403
| New | +$353K | ﹤0.01% | 341 |
|
|
2019
Q1 | – | Sell |
-73,035
| Closed | -$5.37M | – | 380 |
|
|
2018
Q4 | $5.37M | Buy |
73,035
+12,275
| +20% | +$902K | 0.09% | 214 |
|
|
2018
Q3 | $5.01M | Buy |
60,760
+4,895
| +9% | +$403K | 0.07% | 222 |
|
|
2018
Q2 | $4.14M | Buy |
55,865
+1,050
| +2% | +$77.8K | 0.06% | 231 |
|
|
2018
Q1 | $3.91M | Buy |
54,815
+16,975
| +45% | +$1.21M | 0.06% | 232 |
|
|
2017
Q4 | $2.48M | Buy |
37,840
+2,900
| +8% | +$190K | 0.04% | 266 |
|
|
2017
Q3 | $2.25M | Buy |
34,940
+4,700
| +16% | +$303K | 0.04% | 271 |
|
|
2017
Q2 | $1.85M | Buy |
30,240
+350
| +1% | +$21.4K | 0.03% | 277 |
|
|
2017
Q1 | $1.72M | Sell |
29,890
-450
| -1% | -$25.9K | 0.03% | 272 |
|
|
2016
Q4 | $1.61M | Sell |
30,340
-70
| -0.2% | -$3.72K | 0.03% | 275 |
|
|
2016
Q3 | $1.51M | Hold |
30,410
| – | – | 0.02% | 276 |
|
|
2016
Q2 | $1.65M | Hold |
30,410
| – | – | 0.03% | 273 |
|
|
2016
Q1 | $1.56M | Sell |
30,410
-1,200
| -4% | -$61.5K | 0.03% | 277 |
|
|
2015
Q4 | $1.45M | Sell |
31,610
-32,000
| -50% | -$1.46M | 0.03% | 271 |
|
|
2015
Q3 | $2.76M | Buy |
63,610
+430
| +0.7% | +$18.6K | 0.05% | 250 |
|
|
2015
Q2 | $2.62M | Buy |
63,180
+10,080
| +19% | +$418K | 0.04% | 244 |
|
|
2015
Q1 | $2.11M | Hold |
53,100
| – | – | 0.03% | 245 |
|
|
2014
Q4 | $1.88M | Hold |
53,100
| – | – | 0.03% | 250 |
|
|
2014
Q3 | $1.72M | Buy |
53,100
+200
| +0.4% | +$6.46K | 0.03% | 247 |
|
|
2014
Q2 | $1.6M | Hold |
52,900
| – | – | 0.02% | 249 |
|
|
2014
Q1 | $1.5M | Buy |
52,900
+10,300
| +24% | +$292K | 0.02% | 241 |
|
|
2013
Q4 | $1.26M | Buy |
42,600
+300
| +0.7% | +$8.86K | 0.02% | 250 |
|
|
2013
Q3 | $1.07M | Buy |
42,300
+1,600
| +4% | +$40.4K | 0.02% | 249 |
|
|
2013
Q2 | $889K | Buy |
+40,700
| New | +$889K | 0.01% | 252 |
|