Equitable Holdings’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
14,842
+3,591
| +32% | +$619K | 0.02% | 503 |
|
|
2025
Q1 | $2.48M | Buy |
11,251
+2,322
| +26% | +$513K | 0.02% | 454 |
|
|
2024
Q4 | $1.83M | Sell |
8,929
-577
| -6% | -$119K | 0.02% | 504 |
|
|
2024
Q3 | $1.71M | Buy |
9,506
+631
| +7% | +$113K | 0.02% | 533 |
|
|
2024
Q2 | $1.32M | Buy |
8,875
+1,371
| +18% | +$204K | 0.01% | 583 |
|
|
2024
Q1 | $1.2M | Buy |
7,504
+1,276
| +20% | +$204K | 0.01% | 573 |
|
|
2023
Q4 | $827K | Sell |
6,228
-1,630
| -21% | -$217K | 0.01% | 632 |
|
|
2023
Q3 | $888K | Buy |
7,858
+776
| +11% | +$87.7K | 0.01% | 572 |
|
|
2023
Q2 | $893K | Sell |
7,082
-756
| -10% | -$95.4K | 0.01% | 541 |
|
|
2023
Q1 | $886K | Buy |
7,838
+287
| +4% | +$32.4K | 0.01% | 500 |
|
|
2022
Q4 | $763K | Sell |
7,551
-2,726
| -27% | -$276K | 0.01% | 507 |
|
|
2022
Q3 | $962K | Sell |
10,277
-4,931
| -32% | -$462K | 0.02% | 411 |
|
|
2022
Q2 | $1.35M | Sell |
15,208
-11,908
| -44% | -$1.06M | 0.03% | 332 |
|
|
2022
Q1 | $2.75M | Buy |
27,116
+46
| +0.2% | +$4.67K | 0.05% | 233 |
|
|
2021
Q4 | $2.81M | Buy |
27,070
+4,274
| +19% | +$444K | 0.04% | 231 |
|
|
2021
Q3 | $2.47M | Sell |
22,796
-1,062
| -4% | -$115K | 0.04% | 237 |
|
|
2021
Q2 | $2.55M | Buy |
23,858
+2,096
| +10% | +$224K | 0.04% | 231 |
|
|
2021
Q1 | $2.59M | Buy |
21,762
+2,193
| +11% | +$261K | 0.05% | 204 |
|
|
2020
Q4 | $2.23M | Buy |
19,569
+3,451
| +21% | +$393K | 0.05% | 212 |
|
|
2020
Q3 | $1.66M | Buy |
16,118
+4,634
| +40% | +$478K | 0.04% | 237 |
|
|
2020
Q2 | $1.12M | Buy |
11,484
+3,127
| +37% | +$305K | 0.03% | 285 |
|
|
2020
Q1 | $794K | Sell |
8,357
-631
| -7% | -$60K | 0.03% | 300 |
|
|
2019
Q4 | $1.04M | Buy |
+8,988
| New | +$1.04M | 0.03% | 297 |
|