Evercore Wealth Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-238,221
| Closed | -$30.7M | – | 428 |
|
|
2025
Q3 | $30.7M | Sell |
238,221
-91,120
| -28% | -$13.1M | 0.45% | 44 |
|
|
2025
Q2 | $56.8M | Buy |
329,341
+34,516
| +12% | +$6.26M | 0.88% | 36 |
|
|
2025
Q1 | $65.1M | Buy |
294,825
+27,172
| +10% | +$5.95M | 1.05% | 33 |
|
|
2024
Q4 | $55M | Buy |
+267,653
| New | +$54.6M | 0.82% | 36 |
|
|
2022
Q4 | – | Sell |
-2,410
| Closed | -$225K | – | 399 |
|
|
2022
Q3 | $225K | Buy |
+2,410
| New | +$246K | 0.01% | 359 |
|
|
2018
Q1 | – | Sell |
-1,044
| Closed | -$69K | – | 501 |
|
|
2017
Q4 | $69K | Hold |
1,044
| – | – | ﹤0.01% | 529 |
|
|
2017
Q3 | $67K | Hold |
1,044
| – | – | ﹤0.01% | 535 |
|
|
2017
Q2 | $64K | Buy |
1,044
+204
| +24% | +$12.3K | ﹤0.01% | 545 |
|
|
2017
Q1 | $48K | Sell |
840
-32
| -4% | -$1.8K | ﹤0.01% | 605 |
|
|
2016
Q4 | $46K | Buy |
872
+32
| +4% | +$1.64K | ﹤0.01% | 622 |
|
|
2016
Q3 | $42K | Sell |
840
-828
| -50% | -$43.4K | ﹤0.01% | 636 |
|
|
2016
Q2 | $91K | Buy |
1,668
+314
| +23% | +$16.2K | ﹤0.01% | 478 |
|
|
2016
Q1 | $70K | Buy |
1,354
+500
| +59% | +$23.7K | ﹤0.01% | 511 |
|
|
2015
Q4 | $39K | Buy |
854
+454
| +114% | +$21.3K | ﹤0.01% | 639 |
|
|
2015
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 766 |
|
|
2015
Q2 | $17K | Sell |
400
-186
| -32% | -$7.48K | ﹤0.01% | 822 |
|
|
2015
Q1 | $23K | Sell |
586
-4
| -0.7% | -$153 | ﹤0.01% | 764 |
|
|
2014
Q4 | $20K | Buy |
590
+64
| +12% | +$2.19K | ﹤0.01% | 665 |
|
|
2014
Q3 | $17K | Hold |
526
| – | – | ﹤0.01% | 759 |
|
|
2014
Q2 | $16K | Buy |
+526
| New | +$15.6K | ﹤0.01% | 770 |
|
|
2013
Q4 | – | Sell |
-204
| Closed | -$5K | – | 890 |
|
|
2013
Q3 | $5K | Buy |
+204
| New | +$4.93K | ﹤0.01% | 841 |
|
Other funds holding FISV
