EWM
Empirical Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
69,913
-8,323
| -11% | -$1.43M | 0.27% | 72 |
|
|
2025
Q1 | $17.3M | Buy |
78,236
+70,179
| +871% | +$15.5M | 0.44% | 41 |
|
|
2024
Q4 | $1.66M | Buy |
8,057
+375
| +5% | +$77K | 0.04% | 218 |
|
|
2024
Q3 | $1.38M | Buy |
7,682
+897
| +13% | +$161K | 0.04% | 231 |
|
|
2024
Q2 | $1.01M | Sell |
6,785
-2,683
| -28% | -$400K | 0.03% | 260 |
|
|
2024
Q1 | $1.51M | Buy |
9,468
+305
| +3% | +$48.7K | 0.05% | 212 |
|
|
2023
Q4 | $1.22M | Buy |
9,163
+105
| +1% | +$13.9K | 0.04% | 220 |
|
|
2023
Q3 | $1.02M | Sell |
9,058
-35
| -0.4% | -$3.95K | 0.04% | 222 |
|
|
2023
Q2 | $1.15M | Sell |
9,093
-1,560
| -15% | -$197K | 0.05% | 210 |
|
|
2023
Q1 | $1.2M | Sell |
10,653
-292
| -3% | -$33K | 0.05% | 189 |
|
|
2022
Q4 | $1.11M | Sell |
10,945
-1,730
| -14% | -$175K | 0.05% | 194 |
|
|
2022
Q3 | $1.19M | Buy |
12,675
+5,072
| +67% | +$475K | 0.06% | 182 |
|
|
2022
Q2 | $676K | Buy |
7,603
+1,134
| +18% | +$101K | 0.04% | 252 |
|
|
2022
Q1 | $656K | Sell |
6,469
-1,990
| -24% | -$202K | 0.03% | 278 |
|
|
2021
Q4 | $878K | Buy |
8,459
+4,517
| +115% | +$469K | 0.04% | 239 |
|
|
2021
Q3 | $428K | Sell |
3,942
-58
| -1% | -$6.3K | 0.02% | 331 |
|
|
2021
Q2 | $428K | Buy |
+4,000
| New | +$428K | 0.03% | 321 |
|
|
2021
Q1 | – | Sell |
-3,949
| Closed | -$450K | – | 401 |
|
|
2020
Q4 | $450K | Buy |
3,949
+351
| +10% | +$40K | 0.03% | 261 |
|
|
2020
Q3 | $371K | Sell |
3,598
-276
| -7% | -$28.5K | 0.03% | 254 |
|
|
2020
Q2 | $378K | Hold |
3,874
| – | – | 0.04% | 246 |
|
|
2020
Q1 | $368K | Sell |
3,874
-51
| -1% | -$4.85K | 0.04% | 220 |
|
|
2019
Q4 | $454K | Buy |
3,925
+40
| +1% | +$4.63K | 0.05% | 198 |
|
|
2019
Q3 | $402K | Sell |
3,885
-86
| -2% | -$8.9K | 0.05% | 194 |
|
|
2019
Q2 | $362K | Buy |
3,971
+760
| +24% | +$69.3K | 0.05% | 184 |
|
|
2019
Q1 | $283K | Sell |
3,211
-815
| -20% | -$71.8K | 0.04% | 188 |
|
|
2018
Q4 | $296K | Buy |
4,026
+18
| +0.4% | +$1.32K | 0.05% | 158 |
|
|
2018
Q3 | $330K | Sell |
4,008
-150
| -4% | -$12.4K | 0.06% | 156 |
|
|
2018
Q2 | $308K | Hold |
4,158
| – | – | 0.06% | 147 |
|
|
2018
Q1 | $297K | Buy |
4,158
+2,109
| +103% | +$151K | 0.06% | 135 |
|
|
2017
Q4 | $269K | Buy |
+2,049
| New | +$269K | 0.06% | 123 |
|