Freestone Capital Holdings’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.4M | Hold |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $876K | Sell |
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|
2022
Q3 | $918K | Sell |
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|
2022
Q2 | $894K | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $993K | Sell |
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|
2020
Q2 | $1.15K | Buy |
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|
2020
Q1 | $875 | Buy |
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|
2019
Q4 | $1K | Buy |
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|
2019
Q3 | $872 | Buy |
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|
2019
Q2 | $710 | Buy |
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|
2019
Q1 | $666K | Sell |
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|
2018
Q4 | $748K | Sell |
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|
2018
Q3 | $964K | Buy |
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|
2018
Q2 | $687K | Buy |
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|
2018
Q1 | $615K | Sell |
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|
2017
Q4 | $569K | Hold |
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|
2017
Q3 | $559K | Buy |
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|
2017
Q2 | $527K | Hold |
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|
2017
Q1 | $497K | Buy |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $273K | Buy |
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|
2016
Q2 | $294K | Hold |
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|
2016
Q1 | $277K | Hold |
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|
2015
Q4 | $247K | Sell |
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|
2015
Q3 | $236K | Buy |
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