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