Greenleaf Trust’s Fiserv FI Stock Holding History

Greenleaf Trust’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Sell	11,153 -3,557	-24%	-$613K	0.02%	202
2025 Q1	$3.25M	Buy	14,710 +782	+6%	+$173K	0.03%	136
2024 Q4	$2.86M	Buy	13,928 +1,863	+15%	+$383K	0.03%	147
2024 Q3	$2.17M	Sell	12,065 -6	-0%	-$1.08K	0.02%	184
2024 Q2	$1.8M	Buy	12,071 +21	+0.2%	+$3.13K	0.02%	197
2024 Q1	$1.93M	Sell	12,050 -37	-0.3%	-$5.91K	0.02%	187
2023 Q4	$1.61M	Sell	12,087 -1,091	-8%	-$145K	0.02%	210
2023 Q3	$1.49M	Buy	13,178 +33	+0.3%	+$3.73K	0.02%	204
2023 Q2	$1.66M	Sell	13,145 -2,582	-16%	-$326K	0.02%	190
2023 Q1	$1.78M	Buy	15,727 +3,186	+25%	+$360K	0.02%	178
2022 Q4	$1.27M	Buy	12,541 +858	+7%	+$86.8K	0.02%	223
2022 Q3	$1.09M	Buy	11,683 +1,031	+10%	+$96.5K	0.02%	225
2022 Q2	$948K	Buy	10,652 +153	+1%	+$13.6K	0.01%	241
2022 Q1	$1.07M	Sell	10,499 -13	-0.1%	-$1.32K	0.01%	237
2021 Q4	$1.09M	Buy	10,512 +528	+5%	+$54.8K	0.01%	229
2021 Q3	$1.08M	Sell	9,984 -262	-3%	-$28.4K	0.01%	216
2021 Q2	$1.1M	Sell	10,246 -1,017	-9%	-$109K	0.01%	214
2021 Q1	$1.34M	Sell	11,263 -2,578	-19%	-$307K	0.02%	163
2020 Q4	$1.58M	Sell	13,841 -1,406	-9%	-$160K	0.02%	132
2020 Q3	$1.57M	Buy	15,247 +34	+0.2%	+$3.5K	0.02%	120
2020 Q2	$1.49M	Sell	15,213 -742	-5%	-$72.4K	0.03%	117
2020 Q1	$1.52M	Sell	15,955 -345	-2%	-$32.8K	0.03%	102
2019 Q4	$1.89M	Buy	16,300 +1,142	+8%	+$132K	0.03%	104
2019 Q3	$1.57M	Buy	15,158 +2,175	+17%	+$225K	0.02%	116
2019 Q2	$1.18M	Buy	12,983 +6,671	+106%	+$608K	0.02%	147
2019 Q1	$557K	Sell	6,312 -3,017	-32%	-$266K	0.01%	245
2018 Q4	$686K	Buy	9,329 +3,687	+65%	+$271K	0.01%	202
2018 Q3	$465K	Buy	5,642 +453	+9%	+$37.3K	0.01%	294
2018 Q2	$384K	Buy	5,189 +3,789	+271%	+$280K	0.01%	328
2018 Q1	$100K	Sell	1,400 -292	-17%	-$20.9K	﹤0.01%	454
2017 Q4	$111K	Buy	1,692 +666	+65%	+$43.7K	﹤0.01%	445
2017 Q3	$66K	Buy	+1,026	New	+$66K	﹤0.01%	420