Haverford Trust Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
8,463
+952
| +13% | +$164K | 0.01% | 204 |
|
|
2025
Q1 | $1.66M | Sell |
7,511
-45
| -0.6% | -$9.94K | 0.02% | 185 |
|
|
2024
Q4 | $1.55M | Sell |
7,556
-282
| -4% | -$57.9K | 0.02% | 184 |
|
|
2024
Q3 | $1.41M | Buy |
7,838
+42
| +0.5% | +$7.55K | 0.01% | 200 |
|
|
2024
Q2 | $1.16M | Buy |
7,796
+6,540
| +521% | +$975K | 0.01% | 206 |
|
|
2024
Q1 | $201K | Buy |
+1,256
| New | +$201K | ﹤0.01% | 373 |
|
|
2023
Q3 | – | Sell |
-2,256
| Closed | -$285K | – | 356 |
|
|
2023
Q2 | $285K | Buy |
2,256
+201
| +10% | +$25.4K | ﹤0.01% | 321 |
|
|
2023
Q1 | $232K | Buy |
+2,055
| New | +$232K | ﹤0.01% | 339 |
|
|
2022
Q2 | – | Sell |
-3,754
| Closed | -$381K | – | 347 |
|
|
2022
Q1 | $381K | Sell |
3,754
-28
| -0.7% | -$2.84K | ﹤0.01% | 285 |
|
|
2021
Q4 | $393K | Sell |
3,782
-382
| -9% | -$39.7K | ﹤0.01% | 285 |
|
|
2021
Q3 | $452K | Hold |
4,164
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $445K | Buy |
+4,164
| New | +$445K | 0.01% | 262 |
|
|
2017
Q2 | – | Sell |
-3,676
| Closed | -$212K | – | 264 |
|
|
2017
Q1 | $212K | Buy |
+3,676
| New | +$212K | ﹤0.01% | 245 |
|