BTC Capital 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 | $6.72M | Sell |
39,033
-11,421
| -23% | -$1.97M | 0.55% | 52 |
|
|
2025
Q1 | $11.1M | Sell |
50,454
-390
| -0.8% | -$86.1K | 1.02% | 29 |
|
|
2024
Q4 | $10.4M | Sell |
50,844
-1,754
| -3% | -$360K | 0.97% | 29 |
|
|
2024
Q3 | $9.45M | Sell |
52,598
-3,286
| -6% | -$590K | 0.84% | 36 |
|
|
2024
Q2 | $8.33M | Sell |
55,884
-1,635
| -3% | -$244K | 0.77% | 42 |
|
|
2024
Q1 | $9.19M | Buy |
+57,519
| New | +$9.19M | 0.84% | 40 |
|
|
2023
Q3 | $5.97M | Sell |
52,840
-1,498
| -3% | -$169K | 0.69% | 48 |
|
|
2023
Q2 | $6.85M | Sell |
54,338
-2,008
| -4% | -$253K | 0.74% | 42 |
|
|
2023
Q1 | $6.37M | Sell |
56,346
-189
| -0.3% | -$21.4K | 0.73% | 43 |
|
|
2022
Q4 | $5.73M | Buy |
56,535
+1,713
| +3% | +$174K | 0.69% | 48 |
|
|
2022
Q3 | $5.12M | Sell |
54,822
-782
| -1% | -$73K | 0.67% | 50 |
|
|
2022
Q2 | $4.95M | Sell |
55,604
-856
| -2% | -$76.2K | 0.61% | 55 |
|
|
2022
Q1 | $5.73M | Buy |
56,460
+727
| +1% | +$73.8K | 0.57% | 58 |
|
|
2021
Q4 | $5.79M | Sell |
55,733
-84
| -0.2% | -$8.72K | 0.57% | 58 |
|
|
2021
Q3 | $6.06M | Buy |
55,817
+698
| +1% | +$75.8K | 0.68% | 46 |
|
|
2021
Q2 | $5.89M | Buy |
55,119
+219
| +0.4% | +$23.4K | 0.67% | 47 |
|
|
2021
Q1 | $6.53M | Buy |
54,900
+3,746
| +7% | +$446K | 0.73% | 41 |
|
|
2020
Q4 | $5.82M | Buy |
51,154
+634
| +1% | +$72.2K | 0.69% | 48 |
|
|
2020
Q3 | $5.21M | Buy |
50,520
+3,162
| +7% | +$326K | 0.73% | 52 |
|
|
2020
Q2 | $4.62M | Sell |
47,358
-1,529
| -3% | -$149K | 0.71% | 54 |
|
|
2020
Q1 | $4.64M | Buy |
48,887
+893
| +2% | +$84.8K | 0.89% | 39 |
|
|
2019
Q4 | $5.56M | Sell |
47,994
-7,720
| -14% | -$894K | 0.79% | 39 |
|
|
2019
Q3 | $5.77M | Buy |
55,714
+664
| +1% | +$68.7K | 0.92% | 36 |
|
|
2019
Q2 | $5.02M | Sell |
55,050
-2,747
| -5% | -$250K | 0.81% | 40 |
|
|
2019
Q1 | $5.11M | Buy |
57,797
+312
| +0.5% | +$27.6K | 0.81% | 39 |
|
|
2018
Q4 | $4.23M | Buy |
57,485
+6,657
| +13% | +$490K | 0.76% | 40 |
|
|
2018
Q3 | $4.19M | Sell |
50,828
-8,766
| -15% | -$723K | 0.72% | 48 |
|
|
2018
Q2 | $4.41M | Sell |
59,594
-75
| -0.1% | -$5.55K | 1.04% | 37 |
|
|
2018
Q1 | $4.26M | Buy |
59,669
+7,073
| +13% | +$505K | 0.7% | 45 |
|
|
2017
Q4 | $3.44M | Sell |
52,596
-2,360
| -4% | -$154K | 0.59% | 62 |
|
|
2017
Q3 | $3.55M | Sell |
54,956
-3,442
| -6% | -$222K | 0.63% | 57 |
|
|
2017
Q2 | $3.57M | Buy |
58,398
+1,014
| +2% | +$62K | 0.65% | 53 |
|
|
2017
Q1 | $3.31M | Sell |
57,384
-34,788
| -38% | -$2.01M | 0.62% | 61 |
|
|
2016
Q4 | $4.9M | Sell |
92,172
-9,578
| -9% | -$509K | 0.97% | 30 |
|
|
2016
Q3 | $5.06M | Sell |
101,750
-12,784
| -11% | -$635K | 1.05% | 24 |
|
|
2016
Q2 | $6.23M | Sell |
114,534
-2,740
| -2% | -$149K | 1.35% | 15 |
|
|
2016
Q1 | $6.01M | Sell |
117,274
-6,208
| -5% | -$318K | 1.39% | 13 |
|
|
2015
Q4 | $5.64M | Buy |
123,482
+12,584
| +11% | +$575K | 1.32% | 14 |
|
|
2015
Q3 | $4.81M | Buy |
110,898
+5,392
| +5% | +$234K | 1.16% | 18 |
|
|
2015
Q2 | $4.37M | Buy |
105,506
+5,860
| +6% | +$243K | 1.02% | 25 |
|
|
2015
Q1 | $3.96M | Sell |
99,646
-2,784
| -3% | -$111K | 0.91% | 29 |
|
|
2014
Q4 | $3.64M | Sell |
102,430
-11,964
| -10% | -$425K | 0.9% | 32 |
|
|
2014
Q3 | $3.69M | Buy |
+114,394
| New | +$3.69M | 0.94% | 28 |
|