HighTower Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
98,674
+21,112
| +27% | +$3.64M | 0.02% | 604 |
|
|
2025
Q1 | $17.1M | Buy |
77,562
+3,790
| +5% | +$837K | 0.02% | 583 |
|
|
2024
Q4 | $15.2M | Buy |
73,772
+5,214
| +8% | +$1.07M | 0.02% | 602 |
|
|
2024
Q3 | $12.3M | Sell |
68,558
-581
| -0.8% | -$104K | 0.02% | 678 |
|
|
2024
Q2 | $10.3M | Buy |
69,139
+1,062
| +2% | +$158K | 0.02% | 711 |
|
|
2024
Q1 | $10.9M | Sell |
68,077
-95,513
| -58% | -$15.3M | 0.02% | 670 |
|
|
2023
Q4 | $21.7M | Sell |
163,590
-19,726
| -11% | -$2.62M | 0.04% | 452 |
|
|
2023
Q3 | $20.7M | Sell |
183,316
-15,925
| -8% | -$1.8M | 0.04% | 434 |
|
|
2023
Q2 | $25.2M | Buy |
199,241
+7,491
| +4% | +$946K | 0.05% | 361 |
|
|
2023
Q1 | $21.7M | Buy |
191,750
+12,475
| +7% | +$1.41M | 0.05% | 379 |
|
|
2022
Q4 | $18.2M | Sell |
179,275
-14,149
| -7% | -$1.43M | 0.04% | 422 |
|
|
2022
Q3 | $18.1M | Buy |
193,424
+4,095
| +2% | +$383K | 0.05% | 375 |
|
|
2022
Q2 | $16.8M | Sell |
189,329
-13,977
| -7% | -$1.24M | 0.04% | 395 |
|
|
2022
Q1 | $20.7M | Buy |
203,306
+21,258
| +12% | +$2.16M | 0.05% | 364 |
|
|
2021
Q4 | $18.9M | Buy |
182,048
+18,589
| +11% | +$1.93M | 0.04% | 393 |
|
|
2021
Q3 | $17.7M | Buy |
163,459
+15,045
| +10% | +$1.63M | 0.05% | 372 |
|
|
2021
Q2 | $15.9M | Buy |
148,414
+6,994
| +5% | +$748K | 0.05% | 370 |
|
|
2021
Q1 | $16.8M | Buy |
141,420
+87,202
| +161% | +$10.4M | 0.05% | 332 |
|
|
2020
Q4 | $6.17M | Buy |
54,218
+19,291
| +55% | +$2.2M | 0.03% | 525 |
|
|
2020
Q3 | $3.6M | Buy |
34,927
+3,904
| +13% | +$403K | 0.02% | 663 |
|
|
2020
Q2 | $3.03M | Buy |
31,023
+3,874
| +14% | +$378K | 0.02% | 666 |
|
|
2020
Q1 | $2.57M | Buy |
27,149
+2,659
| +11% | +$252K | 0.02% | 656 |
|
|
2019
Q4 | $2.84M | Sell |
24,490
-1,397
| -5% | -$162K | 0.02% | 752 |
|
|
2019
Q3 | $2.68M | Buy |
25,887
+5,236
| +25% | +$543K | 0.01% | 790 |
|
|
2019
Q2 | $1.88M | Buy |
20,651
+2,796
| +16% | +$255K | 0.01% | 918 |
|
|
2019
Q1 | $1.58M | Buy |
17,855
+2,557
| +17% | +$226K | 0.01% | 949 |
|
|
2018
Q4 | $1.13M | Sell |
15,298
-254
| -2% | -$18.7K | 0.01% | 992 |
|
|
2018
Q3 | $1.28M | Buy |
15,552
+497
| +3% | +$40.9K | 0.01% | 1021 |
|
|
2018
Q2 | $1.12M | Sell |
15,055
-1,042
| -6% | -$77.2K | 0.01% | 1068 |
|
|
2018
Q1 | $1.15M | Buy |
16,097
+3,751
| +30% | +$268K | 0.01% | 1015 |
|
|
2017
Q4 | $808K | Sell |
12,346
-1,124
| -8% | -$73.6K | 0.01% | 1224 |
|
|
2017
Q3 | $870K | Buy |
13,470
+2,346
| +21% | +$152K | 0.01% | 1163 |
|
|
2017
Q2 | $681K | Sell |
11,124
-410
| -4% | -$25.1K | 0.01% | 1226 |
|
|
2017
Q1 | $662K | Sell |
11,534
-1,378
| -11% | -$79.1K | 0.01% | 1206 |
|
|
2016
Q4 | $686K | Buy |
12,912
+1,966
| +18% | +$104K | 0.01% | 1126 |
|
|
2016
Q3 | $542K | Sell |
10,946
-9,800
| -47% | -$485K | 0.01% | 1208 |
|
|
2016
Q2 | $1.13M | Buy |
20,746
+206
| +1% | +$11.2K | 0.01% | 825 |
|
|
2016
Q1 | $1.06M | Sell |
20,540
-5,834
| -22% | -$300K | ﹤0.01% | 947 |
|
|
2015
Q4 | $1.2M | Sell |
26,374
-48
| -0.2% | -$2.19K | 0.01% | 864 |
|
|
2015
Q3 | $1.14M | Buy |
26,422
+714
| +3% | +$30.9K | 0.02% | 820 |
|
|
2015
Q2 | $1.07M | Sell |
25,708
-6,202
| -19% | -$257K | 0.02% | 739 |
|
|
2015
Q1 | $1.27M | Buy |
31,910
+24,420
| +326% | +$970K | 0.02% | 729 |
|
|
2014
Q4 | $266K | Buy |
7,490
+32
| +0.4% | +$1.14K | ﹤0.01% | 1280 |
|
|
2014
Q3 | $241K | Buy |
7,458
+512
| +7% | +$16.5K | ﹤0.01% | 1293 |
|
|
2014
Q2 | $209K | Buy |
+6,946
| New | +$209K | ﹤0.01% | 1374 |
|
|
2014
Q1 | – | Sell |
-8,082
| Closed | -$239K | – | 1503 |
|
|
2013
Q4 | $239K | Sell |
8,082
-5,494
| -40% | -$162K | ﹤0.01% | 1231 |
|
|
2013
Q3 | $343K | Sell |
13,576
-376
| -3% | -$9.5K | 0.01% | 966 |
|
|
2013
Q2 | $305K | Buy |
+13,952
| New | +$305K | 0.01% | 981 |
|