Creative Planning’s Fiserv, Inc. Common Stock FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Sell |
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|
2025
Q1 | $54.4M | Buy |
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|
2024
Q4 | $42.8M | Buy |
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|
2024
Q3 | $26.7M | Buy |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $22.2M | Buy |
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|
2023
Q4 | $17.6M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $13.2M | Sell |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $9.84M | Sell |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $9.44M | Buy |
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|
2021
Q3 | $9.77M | Sell |
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|
2021
Q2 | $9.83M | Sell |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $11.8M | Sell |
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|
2020
Q3 | $10.9M | Buy |
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|
2020
Q2 | $9.78M | Sell |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $14.3M | Buy |
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|
2019
Q3 | $12.7M | Buy |
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|
2019
Q2 | $6.68M | Sell |
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|
2019
Q1 | $9.37M | Sell |
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|
2018
Q4 | $8.14M | Sell |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $9.22M | Buy |
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|
2018
Q1 | $8.41M | Buy |
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|
2017
Q4 | $6.15M | Sell |
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|
2017
Q3 | $6.06M | Buy |
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|
2017
Q2 | $4.01M | Buy |
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|
2017
Q1 | $3.73M | Sell |
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|
2016
Q4 | $3.62M | Buy |
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|
2016
Q3 | $3.35M | Buy |
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|
2016
Q2 | $3.27M | Sell |
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|
2016
Q1 | $3.15M | Buy |
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|
2015
Q4 | $1.76M | Sell |
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|
2015
Q3 | $2.18M | Buy |
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|
2015
Q2 | $2.07M | Buy |
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|
2015
Q1 | $1.94M | Buy |
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|
2014
Q4 | $1.15M | Buy |
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|
2014
Q3 | $905K | Sell |
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|
2014
Q2 | $872K | Sell |
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|
2014
Q1 | $839K | Sell |
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|
2013
Q4 | $911K | Buy |
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|
2013
Q3 | $685K | Buy |
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|
2013
Q2 | $588K | Buy |
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