Janney Montgomery Scott’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Sell |
48,974
-13,870
| -22% | -$2.39M | 0.02% | 628 |
|
|
2025
Q1 | $13.9M | Sell |
62,844
-1,443
| -2% | -$319K | 0.04% | 429 |
|
|
2024
Q4 | $13.2M | Buy |
64,287
+4,196
| +7% | +$862K | 0.04% | 455 |
|
|
2024
Q3 | $10.8M | Sell |
60,091
-8,770
| -13% | -$1.58M | 0.03% | 512 |
|
|
2024
Q2 | $10.3M | Buy |
68,861
+4,996
| +8% | +$745K | 0.03% | 499 |
|
|
2024
Q1 | $10.2M | Buy |
63,865
+3,666
| +6% | +$586K | 0.03% | 522 |
|
|
2023
Q4 | $8M | Sell |
60,199
-2,570
| -4% | -$341K | 0.03% | 571 |
|
|
2023
Q3 | $7.09M | Buy |
62,769
+3,111
| +5% | +$351K | 0.03% | 547 |
|
|
2023
Q2 | $7.53M | Buy |
59,658
+911
| +2% | +$115K | 0.03% | 553 |
|
|
2023
Q1 | $6.64M | Sell |
58,747
-2,683
| -4% | -$303K | 0.03% | 540 |
|
|
2022
Q4 | $6.21M | Buy |
61,430
+4,768
| +8% | +$482K | 0.02% | 589 |
|
|
2022
Q3 | $5.3M | Buy |
56,662
+4,070
| +8% | +$381K | 0.02% | 604 |
|
|
2022
Q2 | $4.74M | Sell |
52,592
-8,679
| -14% | -$782K | 0.02% | 615 |
|
|
2022
Q1 | $6.21M | Sell |
61,271
-11,445
| -16% | -$1.16M | 0.03% | 524 |
|
|
2021
Q4 | $7.55M | Sell |
72,716
-6,127
| -8% | -$636K | 0.03% | 488 |
|
|
2021
Q3 | $8.56M | Buy |
78,843
+4,187
| +6% | +$454K | 0.04% | 422 |
|
|
2021
Q2 | $7.98M | Sell |
74,656
-31,241
| -30% | -$3.34M | 0.04% | 437 |
|
|
2021
Q1 | $12.6M | Buy |
105,897
+21,435
| +25% | +$2.55M | 0.06% | 282 |
|
|
2020
Q4 | $9.62M | Buy |
84,462
+9,389
| +13% | +$1.07M | 0.05% | 339 |
|
|
2020
Q3 | $7.74M | Sell |
75,073
-30,768
| -29% | -$3.17M | 0.04% | 353 |
|
|
2020
Q2 | $10.3M | Buy |
105,841
+2,136
| +2% | +$209K | 0.07% | 276 |
|
|
2020
Q1 | $9.85M | Sell |
103,705
-28,291
| -21% | -$2.69M | 0.08% | 250 |
|
|
2019
Q4 | $15.3M | Buy |
131,996
+9,495
| +8% | +$1.1M | 0.1% | 220 |
|
|
2019
Q3 | $12.7M | Buy |
122,501
+42,235
| +53% | +$4.38M | 0.09% | 234 |
|
|
2019
Q2 | $7.32M | Buy |
80,266
+10,058
| +14% | +$917K | 0.06% | 329 |
|
|
2019
Q1 | $6.2M | Buy |
70,208
+15,748
| +29% | +$1.39M | 0.05% | 351 |
|
|
2018
Q4 | $4M | Buy |
54,460
+7,534
| +16% | +$554K | 0.04% | 420 |
|
|
2018
Q3 | $3.87M | Buy |
46,926
+3,455
| +8% | +$285K | 0.03% | 484 |
|
|
2018
Q2 | $3.22M | Sell |
43,471
-348
| -0.8% | -$25.8K | 0.03% | 506 |
|
|
2018
Q1 | $3.13M | Buy |
43,819
+11,513
| +36% | +$821K | 0.03% | 499 |
|
|
2017
Q4 | $2.12M | Buy |
32,306
+6,570
| +26% | +$431K | 0.02% | 627 |
|
|
2017
Q3 | $1.66M | Buy |
25,736
+4,716
| +22% | +$304K | 0.02% | 688 |
|
|
2017
Q2 | $1.29M | Sell |
21,020
-720
| -3% | -$44K | 0.02% | 762 |
|
|
2017
Q1 | $1.25M | Buy |
21,740
+9,178
| +73% | +$529K | 0.02% | 746 |
|
|
2016
Q4 | $668K | Buy |
12,562
+890
| +8% | +$47.3K | 0.01% | 958 |
|
|
2016
Q3 | $581K | Sell |
11,672
-12,060
| -51% | -$600K | 0.01% | 893 |
|
|
2016
Q2 | $1.29M | Buy |
23,732
+12,802
| +117% | +$696K | 0.03% | 359 |
|
|
2016
Q1 | $561K | Sell |
10,930
-352
| -3% | -$18.1K | 0.01% | 728 |
|
|
2015
Q4 | $516K | Sell |
11,282
-568
| -5% | -$26K | 0.01% | 799 |
|
|
2015
Q3 | $513K | Buy |
11,850
+330
| +3% | +$14.3K | 0.01% | 817 |
|
|
2015
Q2 | $477K | Buy |
11,520
+1,714
| +17% | +$71K | 0.01% | 1211 |
|
|
2015
Q1 | $389K | Buy |
9,806
+722
| +8% | +$28.6K | 0.01% | 1552 |
|
|
2014
Q4 | $322K | Buy |
9,084
+500
| +6% | +$17.7K | 0.01% | 1640 |
|
|
2014
Q3 | $277K | Sell |
8,584
-608
| -7% | -$19.6K | 0.01% | 1726 |
|
|
2014
Q2 | $277K | Buy |
9,192
+1,680
| +22% | +$50.7K | 0.01% | 1681 |
|
|
2014
Q1 | $213K | Sell |
7,512
-64
| -0.8% | -$1.81K | 0.01% | 1723 |
|
|
2013
Q4 | $224K | Buy |
+7,576
| New | +$224K | 0.01% | 1641 |
|