Glenview Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Buy |
32,864
+85
| +0.3% | +$14.7K | 0.1% | 138 |
|
|
2025
Q1 | $7.24M | Sell |
32,779
-570
| -2% | -$126K | 0.14% | 121 |
|
|
2024
Q4 | $6.85M | Buy |
33,349
+2,307
| +7% | +$474K | 0.13% | 117 |
|
|
2024
Q3 | $5.58M | Sell |
31,042
-135
| -0.4% | -$24.3K | 0.11% | 131 |
|
|
2024
Q2 | $4.65M | Sell |
31,177
-203
| -0.6% | -$30.3K | 0.09% | 137 |
|
|
2024
Q1 | $5.02M | Sell |
31,380
-153
| -0.5% | -$24.5K | 0.11% | 133 |
|
|
2023
Q4 | $4.19M | Sell |
31,533
-405
| -1% | -$53.8K | 0.1% | 138 |
|
|
2023
Q3 | $3.61M | Sell |
31,938
-1,463
| -4% | -$165K | 0.1% | 136 |
|
|
2023
Q2 | $4.21M | Buy |
33,401
+173
| +0.5% | +$21.8K | 0.12% | 127 |
|
|
2023
Q1 | $3.76M | Sell |
33,228
-185
| -0.6% | -$20.9K | 0.11% | 129 |
|
|
2022
Q4 | $3.38M | Sell |
33,413
-1,276
| -4% | -$129K | 0.11% | 131 |
|
|
2022
Q3 | $3.25M | Sell |
34,689
-218
| -0.6% | -$20.4K | 0.12% | 126 |
|
|
2022
Q2 | $3.11M | Buy |
34,907
+2,253
| +7% | +$200K | 0.11% | 126 |
|
|
2022
Q1 | $3.31M | Sell |
32,654
-1,876
| -5% | -$190K | 0.11% | 127 |
|
|
2021
Q4 | $3.58M | Sell |
34,530
-1,937
| -5% | -$201K | 0.12% | 122 |
|
|
2021
Q3 | $3.96M | Sell |
36,467
-10,870
| -23% | -$1.18M | 0.15% | 107 |
|
|
2021
Q2 | $5.06M | Sell |
47,337
-118,523
| -71% | -$12.7M | 0.2% | 99 |
|
|
2021
Q1 | $19.7M | Buy |
165,860
+2,768
| +2% | +$330K | 0.85% | 38 |
|
|
2020
Q4 | $18.6M | Buy |
163,092
+775
| +0.5% | +$88.2K | 0.86% | 36 |
|
|
2020
Q3 | $16.7M | Sell |
162,317
-118
| -0.1% | -$12.2K | 0.87% | 35 |
|
|
2020
Q2 | $15.9M | Buy |
162,435
+7,585
| +5% | +$740K | 0.9% | 32 |
|
|
2020
Q1 | $14.7M | Sell |
154,850
-2,177
| -1% | -$207K | 1.02% | 27 |
|
|
2019
Q4 | $18.2M | Sell |
157,027
-3,465
| -2% | -$401K | 1.02% | 30 |
|
|
2019
Q3 | $16.6M | Sell |
160,492
-2,441
| -1% | -$253K | 1.01% | 31 |
|
|
2019
Q2 | $14.9M | Sell |
162,933
-1,085
| -0.7% | -$98.9K | 0.92% | 31 |
|
|
2019
Q1 | $14.5M | Buy |
164,018
+1,092
| +0.7% | +$96.4K | 0.93% | 33 |
|
|
2018
Q4 | $12M | Buy |
162,926
+761
| +0.5% | +$55.9K | 0.88% | 33 |
|
|
2018
Q3 | $13.4M | Buy |
162,165
+994
| +0.6% | +$81.9K | 0.84% | 34 |
|
|
2018
Q2 | $11.9M | Buy |
161,171
+1,137
| +0.7% | +$84.2K | 0.89% | 31 |
|
|
2018
Q1 | $11.4M | Buy |
160,034
+198
| +0.1% | +$14.1K | 0.79% | 36 |
|
|
2017
Q4 | $10.5M | Sell |
159,836
-1,162
| -0.7% | -$76.2K | 0.72% | 43 |
|
|
2017
Q3 | $10.4M | Buy |
160,998
+2,004
| +1% | +$129K | 0.76% | 41 |
|
|
2017
Q2 | $9.73M | Buy |
158,994
+926
| +0.6% | +$56.6K | 0.76% | 44 |
|
|
2017
Q1 | $9.11M | Buy |
158,068
+10,586
| +7% | +$610K | 0.72% | 45 |
|
|
2016
Q4 | $7.84M | Buy |
+147,482
| New | +$7.84M | 0.65% | 52 |
|
|
2015
Q4 | $3.41M | Buy |
+74,508
| New | +$3.41M | 0.35% | 77 |
|
|
2014
Q4 | $1.28M | Buy |
+36,016
| New | +$1.28M | 0.14% | 101 |
|
|
2013
Q4 | $342K | Buy |
+11,582
| New | +$342K | 0.04% | 171 |
|