Choate 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 | $36.3M | Buy |
210,788
+25,773
| +14% | +$4.44M | 0.79% | 19 |
|
|
2025
Q1 | $40.9M | Buy |
185,015
+12,360
| +7% | +$2.73M | 1.02% | 15 |
|
|
2024
Q4 | $35.5M | Buy |
172,655
+14,546
| +9% | +$2.99M | 0.85% | 16 |
|
|
2024
Q3 | $28.4M | Buy |
158,109
+37,492
| +31% | +$6.75M | 0.73% | 18 |
|
|
2024
Q2 | $18M | Buy |
120,617
+39,176
| +48% | +$5.84M | 0.47% | 26 |
|
|
2024
Q1 | $13M | Buy |
81,441
+36,347
| +81% | +$5.81M | 0.35% | 38 |
|
|
2023
Q4 | $5.99M | Buy |
45,094
+21,089
| +88% | +$2.8M | 0.19% | 67 |
|
|
2023
Q3 | $2.71M | Buy |
24,005
+2,865
| +14% | +$324K | 0.11% | 89 |
|
|
2023
Q2 | $2.67M | Sell |
21,140
-95
| -0.4% | -$12K | 0.11% | 75 |
|
|
2023
Q1 | $2.4M | Buy |
21,235
+4,275
| +25% | +$483K | 0.12% | 77 |
|
|
2022
Q4 | $1.71M | Buy |
16,960
+8,115
| +92% | +$820K | 0.1% | 87 |
|
|
2022
Q3 | $827K | Hold |
8,845
| – | – | 0.05% | 120 |
|
|
2022
Q2 | $787K | Hold |
8,845
| – | – | 0.05% | 132 |
|
|
2022
Q1 | $897K | Sell |
8,845
-1,215
| -12% | -$123K | 0.05% | 153 |
|
|
2021
Q4 | $1.04M | Hold |
10,060
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $1.09M | Hold |
10,060
| – | – | 0.07% | 118 |
|
|
2021
Q2 | $1.08M | Buy |
10,060
+879
| +10% | +$93.9K | 0.07% | 120 |
|
|
2021
Q1 | $1.09M | Buy |
9,181
+100
| +1% | +$11.9K | 0.07% | 114 |
|
|
2020
Q4 | $1.03M | Hold |
9,081
| – | – | 0.06% | 106 |
|
|
2020
Q3 | $936K | Sell |
9,081
-35
| -0.4% | -$3.61K | 0.06% | 103 |
|
|
2020
Q2 | $890K | Hold |
9,116
| – | – | 0.06% | 107 |
|
|
2020
Q1 | $866K | Hold |
9,116
| – | – | 0.07% | 107 |
|
|
2019
Q4 | $1.05M | Sell |
9,116
-40
| -0.4% | -$4.63K | 0.06% | 111 |
|
|
2019
Q3 | $948K | Sell |
9,156
-4,410
| -33% | -$457K | 0.06% | 118 |
|
|
2019
Q2 | $1.24M | Sell |
13,566
-60
| -0.4% | -$5.47K | 0.07% | 100 |
|
|
2019
Q1 | $1.2M | Sell |
13,626
-440
| -3% | -$38.8K | 0.07% | 99 |
|
|
2018
Q4 | $1.03M | Sell |
14,066
-120
| -0.8% | -$8.82K | 0.07% | 100 |
|
|
2018
Q3 | $1.17M | Sell |
14,186
-50
| -0.4% | -$4.12K | 0.06% | 92 |
|
|
2018
Q2 | $1.06M | Sell |
14,236
-140
| -1% | -$10.4K | 0.06% | 111 |
|
|
2018
Q1 | $1.03M | Sell |
14,376
-1,078
| -7% | -$76.9K | 0.05% | 118 |
|
|
2017
Q4 | $1.01M | Sell |
15,454
-270
| -2% | -$17.7K | 0.05% | 126 |
|
|
2017
Q3 | $1.01M | Sell |
15,724
-1,676
| -10% | -$108K | 0.05% | 121 |
|
|
2017
Q2 | $1.06M | Sell |
17,400
-1,590
| -8% | -$97.3K | 0.06% | 114 |
|
|
2017
Q1 | $1.09M | Hold |
18,990
| – | – | 0.06% | 114 |
|
|
2016
Q4 | $1.01M | Buy |
18,990
+450
| +2% | +$23.9K | 0.06% | 110 |
|
|
2016
Q3 | $922K | Sell |
18,540
-9,980
| -35% | -$496K | 0.06% | 118 |
|
|
2016
Q2 | $1.55M | Sell |
28,520
-280
| -1% | -$15.2K | 0.11% | 85 |
|
|
2016
Q1 | $1.48M | Sell |
28,800
-5,820
| -17% | -$299K | 0.1% | 89 |
|
|
2015
Q4 | $1.23M | Buy |
34,620
+4,630
| +15% | +$164K | 0.09% | 106 |
|
|
2015
Q3 | $1.3M | Sell |
29,990
-4,406
| -13% | -$191K | 0.09% | 92 |
|
|
2015
Q2 | $1.42M | Sell |
34,396
-44
| -0.1% | -$1.82K | 0.08% | 90 |
|
|
2015
Q1 | $1.37M | Sell |
34,440
-180
| -0.5% | -$7.15K | 0.08% | 98 |
|
|
2014
Q4 | $1.23M | Buy |
34,620
+180
| +0.5% | +$6.39K | 0.07% | 105 |
|
|
2014
Q3 | $1.11M | Sell |
34,440
-2,420
| -7% | -$78.2K | 0.07% | 113 |
|
|
2014
Q2 | $1.11M | Sell |
36,860
-860
| -2% | -$25.9K | 0.07% | 116 |
|
|
2014
Q1 | $1.07M | Sell |
37,720
-4,984
| -12% | -$141K | 0.07% | 120 |
|
|
2013
Q4 | $1.26M | Buy |
42,704
+3,544
| +9% | +$105K | 0.08% | 107 |
|
|
2013
Q3 | $989K | Sell |
39,160
-14,928
| -28% | -$377K | 0.07% | 117 |
|
|
2013
Q2 | $1.18M | Buy |
+54,088
| New | +$1.18M | 0.09% | 109 |
|