Crestwood Advisors Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Buy |
|
|||||
|
2025
Q1 | $145M | Sell |
|
|||||
|
2024
Q4 | $136M | Sell |
|
|||||
|
2024
Q3 | $119M | Sell |
|
|||||
|
2024
Q2 | $98.6M | Buy |
|
|||||
|
2024
Q1 | $104M | Buy |
|
|||||
|
2023
Q4 | $84.2M | Buy |
|
|||||
|
2023
Q3 | $70.8M | Buy |
|
|||||
|
2023
Q2 | $77.8M | Sell |
|
|||||
|
2023
Q1 | $75M | Sell |
|
|||||
|
2022
Q4 | $67.7M | Sell |
|
|||||
|
2022
Q3 | $63M | Buy |
|
|||||
|
2022
Q2 | $55.2M | Buy |
|
|||||
|
2022
Q1 | $60.7M | Buy |
|
|||||
|
2021
Q4 | $49.1M | Buy |
|
|||||
|
2021
Q3 | $25.2M | Buy |
|
|||||
|
2021
Q2 | $24.7M | Sell |
|
|||||
|
2021
Q1 | $27.6M | Buy |
|
|||||
|
2020
Q4 | $26.2M | Sell |
|
|||||
|
2020
Q3 | $24.3M | Sell |
|
|||||
|
2020
Q2 | $23.1M | Buy |
|
|||||
|
2020
Q1 | $22.3M | Sell |
|
|||||
|
2019
Q4 | $27.3M | Buy |
|
|||||
|
2019
Q3 | $24.3M | Sell |
|
|||||
|
2019
Q2 | $21.4M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $65K | Buy |
|