Commonwealth Equity Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17M | Sell |
98,698
-15,401
| -13% | -$2.66M | 0.02% | 642 |
|
2025
Q1 | $25.2M | Buy |
114,099
+5,556
| +5% | +$1.23M | 0.04% | 475 |
|
2024
Q4 | $22.3M | Buy |
108,543
+979
| +0.9% | +$201K | 0.03% | 494 |
|
2024
Q3 | $19.3M | Sell |
107,564
-5,447
| -5% | -$979K | 0.03% | 532 |
|
2024
Q2 | $16.8M | Sell |
113,011
-936
| -0.8% | -$140K | 0.03% | 575 |
|
2024
Q1 | $18.2M | Buy |
113,947
+4,391
| +4% | +$702K | 0.03% | 521 |
|
2023
Q4 | $14.6M | Buy |
109,556
+2,932
| +3% | +$390K | 0.03% | 561 |
|
2023
Q3 | $12M | Buy |
106,624
+177
| +0.2% | +$20K | 0.03% | 604 |
|
2023
Q2 | $13.4M | Sell |
106,447
-3,761
| -3% | -$474K | 0.03% | 567 |
|
2023
Q1 | $12.5K | Sell |
110,208
-747
| -0.7% | -$84 | 0.03% | 567 |
|
2022
Q4 | $11.2M | Sell |
110,955
-9,125
| -8% | -$922K | 0.03% | 585 |
|
2022
Q3 | $11.2M | Sell |
120,080
-2,479
| -2% | -$232K | 0.03% | 537 |
|
2022
Q2 | $10.9M | Sell |
122,559
-3,666
| -3% | -$326K | 0.03% | 546 |
|
2022
Q1 | $12.8M | Buy |
126,225
+13,355
| +12% | +$1.35M | 0.03% | 521 |
|
2021
Q4 | $11.7M | Buy |
112,870
+5,983
| +6% | +$621K | 0.03% | 548 |
|
2021
Q3 | $11.6M | Buy |
106,887
+17,959
| +20% | +$1.95M | 0.03% | 521 |
|
2021
Q2 | $9.52M | Buy |
88,928
+11,098
| +14% | +$1.19M | 0.02% | 582 |
|
2021
Q1 | $9.26M | Buy |
77,830
+10,035
| +15% | +$1.19M | 0.03% | 542 |
|
2020
Q4 | $7.72M | Buy |
67,795
+8,272
| +14% | +$942K | 0.02% | 564 |
|
2020
Q3 | $6.13M | Sell |
59,523
-928
| -2% | -$95.6K | 0.02% | 591 |
|
2020
Q2 | $5.9M | Buy |
60,451
+11,361
| +23% | +$1.11M | 0.02% | 566 |
|
2020
Q1 | $4.66M | Sell |
49,090
-1,922
| -4% | -$183K | 0.02% | 575 |
|
2019
Q4 | $5.9M | Buy |
51,012
+3,582
| +8% | +$414K | 0.02% | 570 |
|
2019
Q3 | $4.91M | Buy |
47,430
+3,343
| +8% | +$346K | 0.02% | 595 |
|
2019
Q2 | $4.02M | Buy |
44,087
+1,539
| +4% | +$140K | 0.02% | 648 |
|
2019
Q1 | $3.76M | Buy |
42,548
+1,965
| +5% | +$173K | 0.02% | 652 |
|
2018
Q4 | $2.98M | Buy |
40,583
+1,821
| +5% | +$134K | 0.02% | 658 |
|
2018
Q3 | $3.19M | Sell |
38,762
-494
| -1% | -$40.7K | 0.02% | 692 |
|
2018
Q2 | $2.91M | Sell |
39,256
-2,115
| -5% | -$157K | 0.02% | 716 |
|
2018
Q1 | $2.95M | Sell |
41,371
-1,461
| -3% | -$104K | 0.02% | 672 |
|
2017
Q4 | $2.81M | Buy |
42,832
+150
| +0.4% | +$9.83K | 0.02% | 683 |
|
2017
Q3 | $2.75M | Buy |
42,682
+1,178
| +3% | +$76K | 0.02% | 648 |
|
2017
Q2 | $2.54M | Sell |
41,504
-4,992
| -11% | -$305K | 0.02% | 661 |
|
2017
Q1 | $2.68M | Sell |
46,496
-42
| -0.1% | -$2.42K | 0.02% | 621 |
|
2016
Q4 | $2.47M | Buy |
46,538
+62
| +0.1% | +$3.3K | 0.02% | 621 |
|
2016
Q3 | $2.31M | Buy |
46,476
+8,856
| +24% | +$440K | 0.02% | 626 |
|
2016
Q2 | $2.05M | Buy |
37,620
+6,024
| +19% | +$327K | 0.02% | 636 |
|
2016
Q1 | $1.62M | Buy |
31,596
+2,784
| +10% | +$143K | 0.01% | 725 |
|
2015
Q4 | $1.32M | Buy |
28,812
+318
| +1% | +$14.5K | 0.01% | 780 |
|
2015
Q3 | $1.23M | Buy |
28,494
+2,390
| +9% | +$104K | 0.01% | 795 |
|
2015
Q2 | $1.08M | Buy |
26,104
+6,004
| +30% | +$249K | 0.01% | 911 |
|
2015
Q1 | $798K | Buy |
20,100
+1,210
| +6% | +$48K | 0.01% | 1070 |
|
2014
Q4 | $670K | Sell |
18,890
-1,250
| -6% | -$44.3K | 0.01% | 1102 |
|
2014
Q3 | $651K | Buy |
20,140
+426
| +2% | +$13.8K | 0.01% | 1084 |
|
2014
Q2 | $595K | Sell |
19,714
-8,190
| -29% | -$247K | 0.01% | 1143 |
|
2014
Q1 | $791K | Buy |
27,904
+4,476
| +19% | +$127K | 0.01% | 947 |
|
2013
Q4 | $692K | Buy |
23,428
+1,324
| +6% | +$39.1K | 0.01% | 975 |
|
2013
Q3 | $558K | Buy |
22,104
+3,088
| +16% | +$78K | 0.01% | 1034 |
|
2013
Q2 | $416K | Buy |
+19,016
| New | +$416K | 0.01% | 1119 |
|