Creative Planning’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Sell |
232,525
-13,991
| -6% | -$2.41M | 0.03% | 210 |
|
|
2025
Q1 | $54.4M | Buy |
246,516
+38,201
| +18% | +$8.44M | 0.05% | 145 |
|
|
2024
Q4 | $42.8M | Buy |
208,315
+59,910
| +40% | +$12.3M | 0.04% | 166 |
|
|
2024
Q3 | $26.7M | Buy |
148,405
+6,649
| +5% | +$1.19M | 0.03% | 228 |
|
|
2024
Q2 | $21.1M | Buy |
141,756
+2,548
| +2% | +$380K | 0.02% | 255 |
|
|
2024
Q1 | $22.2M | Buy |
139,208
+6,529
| +5% | +$1.04M | 0.02% | 241 |
|
|
2023
Q4 | $17.6M | Buy |
132,679
+4,100
| +3% | +$545K | 0.03% | 267 |
|
|
2023
Q3 | $14.5M | Buy |
128,579
+7,470
| +6% | +$844K | 0.02% | 291 |
|
|
2023
Q2 | $15.3M | Buy |
121,109
+4,165
| +4% | +$525K | 0.02% | 266 |
|
|
2023
Q1 | $13.2M | Sell |
116,944
-671
| -0.6% | -$75.8K | 0.02% | 282 |
|
|
2022
Q4 | $11.9M | Buy |
117,615
+7,278
| +7% | +$736K | 0.02% | 304 |
|
|
2022
Q3 | $10.3M | Sell |
110,337
-313
| -0.3% | -$29.3K | 0.02% | 297 |
|
|
2022
Q2 | $9.84M | Sell |
110,650
-1,908
| -2% | -$170K | 0.02% | 324 |
|
|
2022
Q1 | $11.4M | Buy |
112,558
+21,607
| +24% | +$2.19M | 0.02% | 298 |
|
|
2021
Q4 | $9.44M | Buy |
90,951
+925
| +1% | +$96K | 0.02% | 296 |
|
|
2021
Q3 | $9.77M | Sell |
90,026
-1,960
| -2% | -$213K | 0.02% | 272 |
|
|
2021
Q2 | $9.83M | Sell |
91,986
-17,239
| -16% | -$1.84M | 0.02% | 268 |
|
|
2021
Q1 | $13M | Buy |
109,225
+5,758
| +6% | +$685K | 0.03% | 229 |
|
|
2020
Q4 | $11.8M | Sell |
103,467
-2,189
| -2% | -$249K | 0.03% | 226 |
|
|
2020
Q3 | $10.9M | Buy |
105,656
+5,469
| +5% | +$564K | 0.03% | 193 |
|
|
2020
Q2 | $9.78M | Sell |
100,187
-8,445
| -8% | -$824K | 0.03% | 193 |
|
|
2020
Q1 | $10.3M | Sell |
108,632
-15,013
| -12% | -$1.43M | 0.04% | 167 |
|
|
2019
Q4 | $14.3M | Buy |
123,645
+1,056
| +0.9% | +$122K | 0.04% | 149 |
|
|
2019
Q3 | $12.7M | Buy |
122,589
+49,345
| +67% | +$5.11M | 0.04% | 153 |
|
|
2019
Q2 | $6.68M | Sell |
73,244
-32,853
| -31% | -$2.99M | 0.02% | 238 |
|
|
2019
Q1 | $9.37M | Sell |
106,097
-4,631
| -4% | -$409K | 0.03% | 171 |
|
|
2018
Q4 | $8.14M | Sell |
110,728
-14,025
| -11% | -$1.03M | 0.03% | 172 |
|
|
2018
Q3 | $10.3M | Buy |
124,753
+355
| +0.3% | +$29.2K | 0.04% | 158 |
|
|
2018
Q2 | $9.22M | Buy |
124,398
+6,516
| +6% | +$483K | 0.04% | 164 |
|
|
2018
Q1 | $8.41M | Buy |
117,882
+24,014
| +26% | +$1.71M | 0.03% | 165 |
|
|
2017
Q4 | $6.15M | Sell |
93,868
-94
| -0.1% | -$6.16K | 0.03% | 200 |
|
|
2017
Q3 | $6.06M | Buy |
93,962
+28,318
| +43% | +$1.83M | 0.03% | 202 |
|
|
2017
Q2 | $4.02M | Buy |
65,644
+992
| +2% | +$60.7K | 0.02% | 267 |
|
|
2017
Q1 | $3.73M | Sell |
64,652
-3,438
| -5% | -$198K | 0.02% | 270 |
|
|
2016
Q4 | $3.62M | Buy |
68,090
+664
| +1% | +$35.3K | 0.02% | 267 |
|
|
2016
Q3 | $3.35M | Buy |
67,426
+7,204
| +12% | +$358K | 0.02% | 269 |
|
|
2016
Q2 | $3.27M | Sell |
60,222
-1,172
| -2% | -$63.7K | 0.02% | 236 |
|
|
2016
Q1 | $3.15M | Buy |
61,394
+22,894
| +59% | +$1.17M | 0.02% | 229 |
|
|
2015
Q4 | $1.76M | Sell |
38,500
-11,754
| -23% | -$538K | 0.01% | 341 |
|
|
2015
Q3 | $2.18M | Buy |
50,254
+182
| +0.4% | +$7.88K | 0.02% | 283 |
|
|
2015
Q2 | $2.07M | Buy |
50,072
+1,228
| +3% | +$50.9K | 0.02% | 290 |
|
|
2015
Q1 | $1.94M | Buy |
48,844
+16,522
| +51% | +$656K | 0.02% | 283 |
|
|
2014
Q4 | $1.15M | Buy |
32,322
+4,310
| +15% | +$153K | 0.01% | 408 |
|
|
2014
Q3 | $905K | Sell |
28,012
-900
| -3% | -$29.1K | 0.01% | 432 |
|
|
2014
Q2 | $872K | Sell |
28,912
-676
| -2% | -$20.4K | 0.01% | 435 |
|
|
2014
Q1 | $839K | Sell |
29,588
-1,280
| -4% | -$36.3K | 0.01% | 427 |
|
|
2013
Q4 | $911K | Buy |
30,868
+3,736
| +14% | +$110K | 0.02% | 333 |
|
|
2013
Q3 | $685K | Buy |
27,132
+244
| +0.9% | +$6.16K | 0.01% | 355 |
|
|
2013
Q2 | $588K | Buy |
+26,888
| New | +$588K | 0.01% | 367 |
|