First Western Trust Bank’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
30,086
-1,210
| -4% | -$209K | 0.23% | 30 |
|
|
2025
Q1 | $6.91M | Sell |
31,296
-2,542
| -8% | -$561K | 0.33% | 21 |
|
|
2024
Q4 | $6.95M | Sell |
33,838
-261
| -0.8% | -$53.6K | 0.32% | 23 |
|
|
2024
Q3 | $6.13M | Sell |
34,099
-3,034
| -8% | -$545K | 0.28% | 31 |
|
|
2024
Q2 | $5.53M | Sell |
37,133
-7,500
| -17% | -$1.12M | 0.26% | 33 |
|
|
2024
Q1 | $7.13M | Sell |
44,633
-1,494
| -3% | -$239K | 0.32% | 29 |
|
|
2023
Q4 | $6.13M | Buy |
46,127
+63
| +0.1% | +$8.37K | 0.31% | 33 |
|
|
2023
Q3 | $5.2M | Sell |
46,064
-1,809
| -4% | -$204K | 0.28% | 36 |
|
|
2023
Q2 | $6.04M | Sell |
47,873
-178
| -0.4% | -$22.5K | 0.3% | 36 |
|
|
2023
Q1 | $5.43M | Buy |
48,051
+3,221
| +7% | +$364K | 0.28% | 39 |
|
|
2022
Q4 | $4.53M | Buy |
44,830
+50
| +0.1% | +$5.05K | 0.26% | 41 |
|
|
2022
Q3 | $4.19M | Buy |
44,780
+1,864
| +4% | +$174K | 0.28% | 42 |
|
|
2022
Q2 | $3.9M | Sell |
42,916
-1,968
| -4% | -$179K | 0.26% | 47 |
|
|
2022
Q1 | $4.59M | Buy |
+44,884
| New | +$4.59M | 0.24% | 48 |
|