Indiana Trust & Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9M | Sell |
22,622
-145
| -0.6% | -$25K | 1.29% | 16 |
|
2025
Q1 | $5.03M | Sell |
22,767
-385
| -2% | -$85K | 1.82% | 12 |
|
2024
Q4 | $4.76M | Sell |
23,152
-331
| -1% | -$68K | 1.62% | 13 |
|
2024
Q3 | $4.22M | Sell |
23,483
-376
| -2% | -$67.5K | 1.44% | 15 |
|
2024
Q2 | $3.56M | Sell |
23,859
-932
| -4% | -$139K | 1.31% | 14 |
|
2024
Q1 | $3.96M | Buy |
24,791
+549
| +2% | +$87.7K | 1.6% | 13 |
|
2023
Q4 | $3.22M | Sell |
24,242
-535
| -2% | -$71.1K | 1.45% | 13 |
|
2023
Q3 | $2.8M | Sell |
24,777
-915
| -4% | -$103K | 1.41% | 13 |
|
2023
Q2 | $3.24M | Sell |
25,692
-955
| -4% | -$120K | 1.65% | 16 |
|
2023
Q1 | $3.01M | Sell |
26,647
-465
| -2% | -$52.6K | 1.63% | 13 |
|
2022
Q4 | $2.74K | Sell |
27,112
-49
| -0.2% | -$5 | 1.55% | 13 |
|
2022
Q3 | $2.54M | Sell |
27,161
-151
| -0.6% | -$14.1K | 1.54% | 12 |
|
2022
Q2 | $2.43M | Hold |
27,312
| – | – | 1.36% | 15 |
|
2022
Q1 | $2.77M | Sell |
27,312
-100
| -0.4% | -$10.1K | 1.33% | 15 |
|
2021
Q4 | $2.85M | Sell |
27,412
-1,580
| -5% | -$164K | 1.31% | 16 |
|
2021
Q3 | $3.15M | Sell |
28,992
-3,734
| -11% | -$405K | 1.58% | 13 |
|
2021
Q2 | $3.73M | Buy |
32,726
+2,144
| +7% | +$244K | 2.04% | 9 |
|
2021
Q1 | $3.64M | Sell |
30,582
-2,144
| -7% | -$255K | 1.94% | 11 |
|
2020
Q4 | $3.73M | Sell |
32,726
-1,137
| -3% | -$129K | 2.04% | 9 |
|
2020
Q3 | $3.49M | Sell |
33,863
-1,840
| -5% | -$190K | 2.08% | 9 |
|
2020
Q2 | $3.49M | Buy |
35,703
+5
| +0% | +$488 | 2.16% | 9 |
|
2020
Q1 | $3.39M | Sell |
35,698
-464
| -1% | -$44.1K | 2.41% | 9 |
|
2019
Q4 | $4.18M | Sell |
36,162
-4,515
| -11% | -$522K | 2.33% | 10 |
|
2019
Q3 | $4.21M | Sell |
40,677
-2,790
| -6% | -$289K | 2.36% | 8 |
|
2019
Q2 | $3.96M | Sell |
43,467
-6,754
| -13% | -$616K | 2.17% | 9 |
|
2019
Q1 | $4.43M | Sell |
50,221
-1,020
| -2% | -$90K | 2.3% | 8 |
|
2018
Q4 | $3.77M | Sell |
51,241
-1,185
| -2% | -$87.1K | 2.1% | 9 |
|
2018
Q3 | $4.32M | Sell |
52,426
-1,510
| -3% | -$124K | 1.97% | 10 |
|
2018
Q2 | $4M | Sell |
53,936
-1,740
| -3% | -$129K | 1.9% | 10 |
|
2018
Q1 | $3.97M | Sell |
55,676
-210
| -0.4% | -$15K | 1.84% | 11 |
|
2017
Q4 | $3.66M | Sell |
55,886
-1,524
| -3% | -$99.9K | 1.7% | 11 |
|
2017
Q3 | $3.7M | Sell |
57,410
-2,360
| -4% | -$152K | 1.78% | 11 |
|
2017
Q2 | $3.66M | Sell |
59,770
-272
| -0.5% | -$16.6K | 1.8% | 11 |
|
2017
Q1 | $3.46M | Sell |
60,042
-2,350
| -4% | -$136K | 1.73% | 11 |
|
2016
Q4 | $3.32M | Sell |
62,392
-1,786
| -3% | -$94.9K | 1.72% | 12 |
|
2016
Q3 | $3.19M | Sell |
64,178
-440
| -0.7% | -$21.9K | 1.59% | 13 |
|
2016
Q2 | $3.51M | Sell |
64,618
-2,490
| -4% | -$135K | 1.77% | 10 |
|
2016
Q1 | $3.44M | Sell |
67,108
-4,390
| -6% | -$225K | 1.82% | 9 |
|
2015
Q4 | $2.54M | Buy |
71,498
+3,440
| +5% | +$122K | 1.32% | 15 |
|
2015
Q3 | $2.95M | Sell |
68,058
-1,220
| -2% | -$52.8K | 1.69% | 8 |
|
2015
Q2 | $2.87M | Sell |
69,278
-2,520
| -4% | -$104K | 1.49% | 10 |
|
2015
Q1 | $2.85M | Buy |
71,798
+300
| +0.4% | +$11.9K | 1.44% | 11 |
|
2014
Q4 | $2.54M | Sell |
71,498
-9,150
| -11% | -$325K | 1.32% | 15 |
|
2014
Q3 | $2.61M | Sell |
80,648
-990
| -1% | -$32K | 1.36% | 13 |
|
2014
Q2 | $2.46M | Sell |
81,638
-610
| -0.7% | -$18.4K | 1.43% | 13 |
|
2014
Q1 | $2.33M | Sell |
82,248
-11,720
| -12% | -$332K | 1.45% | 14 |
|
2013
Q4 | $2.77M | Sell |
93,968
-2,120
| -2% | -$62.6K | 1.58% | 11 |
|
2013
Q3 | $2.43M | Sell |
96,088
-12,000
| -11% | -$303K | 1.47% | 12 |
|
2013
Q2 | $2.36M | Buy |
+108,088
| New | +$2.36M | 1.95% | 10 |
|