First Foundation Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,021
| Closed | -$225K | – | 335 |
|
|
2025
Q1 | $225K | Sell |
1,021
-4
| -0.4% | -$883 | 0.01% | 303 |
|
|
2024
Q4 | $211K | Buy |
+1,025
| New | +$211K | 0.01% | 324 |
|
|
2024
Q3 | – | Sell |
-1,061
| Closed | -$158K | – | 387 |
|
|
2024
Q2 | $158K | Sell |
1,061
-357
| -25% | -$53.2K | 0.01% | 338 |
|
|
2024
Q1 | $227K | Sell |
1,418
-7
| -0.5% | -$1.12K | 0.01% | 316 |
|
|
2023
Q4 | $189K | Sell |
1,425
-1,254
| -47% | -$167K | 0.01% | 342 |
|
|
2023
Q3 | $303K | Buy |
2,679
+379
| +16% | +$42.8K | 0.01% | 326 |
|
|
2023
Q2 | $290K | Sell |
2,300
-564
| -20% | -$71.1K | 0.01% | 319 |
|
|
2023
Q1 | $324K | Sell |
2,864
-2,208
| -44% | -$250K | 0.01% | 287 |
|
|
2022
Q4 | $513K | Sell |
5,072
-3,622
| -42% | -$366K | 0.02% | 240 |
|
|
2022
Q3 | $813K | Sell |
8,694
-18,222
| -68% | -$1.7M | 0.04% | 187 |
|
|
2022
Q2 | $2.4M | Sell |
26,916
-43,328
| -62% | -$3.86M | 0.11% | 112 |
|
|
2022
Q1 | $7.12M | Sell |
70,244
-14,327
| -17% | -$1.45M | 0.26% | 68 |
|
|
2021
Q4 | $8.78M | Buy |
84,571
+24,930
| +42% | +$2.59M | 0.3% | 65 |
|
|
2021
Q3 | $6.47M | Buy |
59,641
+3,938
| +7% | +$427K | 0.24% | 71 |
|
|
2021
Q2 | $5.95M | Buy |
55,703
+1,849
| +3% | +$198K | 0.23% | 74 |
|
|
2021
Q1 | $6.41M | Buy |
53,854
+5,424
| +11% | +$646K | 0.27% | 67 |
|
|
2020
Q4 | $5.51M | Buy |
48,430
+27,356
| +130% | +$3.11M | 0.24% | 66 |
|
|
2020
Q3 | $2.17M | Hold |
21,074
| – | – | 0.1% | 117 |
|
|
2020
Q2 | $2.06M | Sell |
21,074
-2,038
| -9% | -$199K | 0.11% | 114 |
|
|
2020
Q1 | $2.2M | Buy |
23,112
+11,637
| +101% | +$1.11M | 0.13% | 103 |
|
|
2019
Q4 | $1.33M | Buy |
11,475
+999
| +10% | +$116K | 0.07% | 161 |
|
|
2019
Q3 | $1.09M | Buy |
10,476
+1,871
| +22% | +$194K | 0.06% | 157 |
|
|
2019
Q2 | $784K | Sell |
8,605
-3,107
| -27% | -$283K | 0.04% | 185 |
|
|
2019
Q1 | $1.03M | Buy |
+11,712
| New | +$1.03M | 0.06% | 165 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$656K | – | 333 |
|
|
2017
Q4 | $656K | Sell |
10,000
-22
| -0.2% | -$1.44K | 0.04% | 206 |
|
|
2017
Q3 | $646K | Hold |
10,022
| – | – | 0.04% | 180 |
|
|
2017
Q2 | $613K | Hold |
10,022
| – | – | 0.04% | 185 |
|
|
2017
Q1 | $578K | Buy |
+10,022
| New | +$578K | 0.04% | 192 |
|