Ladenburg Thalmann Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $11M | Buy |
95,723
+9,024
| +10% | +$1.04M | 0.07% | 279 |
|
2019
Q3 | $8.98M | Buy |
86,699
+15,797
| +22% | +$1.64M | 0.06% | 302 |
|
2019
Q2 | $6.48M | Buy |
70,902
+1,138
| +2% | +$104K | 0.05% | 382 |
|
2019
Q1 | $6.16M | Buy |
69,764
+3,496
| +5% | +$309K | 0.05% | 383 |
|
2018
Q4 | $4.87M | Buy |
66,268
+2,372
| +4% | +$174K | 0.04% | 381 |
|
2018
Q3 | $5.26M | Buy |
63,896
+2,847
| +5% | +$234K | 0.04% | 380 |
|
2018
Q2 | $4.35M | Hold |
61,049
| – | – | 0.04% | 397 |
|
2018
Q1 | $4.35M | Buy |
61,049
+3,985
| +7% | +$284K | 0.04% | 397 |
|
2017
Q4 | $3.74M | Sell |
57,064
-7,436
| -12% | -$487K | 0.04% | 443 |
|
2017
Q3 | $4.16M | Buy |
64,500
+6,950
| +12% | +$448K | 0.05% | 363 |
|
2017
Q2 | $3.52M | Buy |
57,550
+928
| +2% | +$56.8K | 0.04% | 386 |
|
2017
Q1 | $3.26M | Sell |
56,622
-1,790
| -3% | -$103K | 0.04% | 392 |
|
2016
Q4 | $3.1M | Buy |
58,412
+10,448
| +22% | +$555K | 0.04% | 378 |
|
2016
Q3 | $2.39M | Buy |
47,964
+3,940
| +9% | +$196K | 0.04% | 438 |
|
2016
Q2 | $2.39M | Sell |
44,024
-872
| -2% | -$47.4K | 0.04% | 408 |
|
2016
Q1 | $2.31M | Buy |
44,896
+17,748
| +65% | +$912K | 0.04% | 389 |
|
2015
Q4 | $1.24M | Buy |
27,148
+4,684
| +21% | +$214K | 0.02% | 588 |
|
2015
Q3 | $966K | Buy |
22,464
+702
| +3% | +$30.2K | 0.02% | 653 |
|
2015
Q2 | $902K | Buy |
21,762
+280
| +1% | +$11.6K | 0.02% | 760 |
|
2015
Q1 | $853K | Buy |
21,482
+10,070
| +88% | +$400K | 0.02% | 760 |
|
2014
Q4 | $406K | Buy |
11,412
+648
| +6% | +$23.1K | 0.01% | 1023 |
|
2014
Q3 | $348K | Sell |
10,764
-290
| -3% | -$9.38K | 0.01% | 954 |
|
2014
Q2 | $333K | Sell |
11,054
-1,840
| -14% | -$55.4K | 0.01% | 950 |
|
2014
Q1 | $365K | Sell |
12,894
-290
| -2% | -$8.21K | 0.01% | 853 |
|
2013
Q4 | $389K | Buy |
13,184
+212
| +2% | +$6.26K | 0.01% | 789 |
|
2013
Q3 | $328K | Buy |
12,972
+1,140
| +10% | +$28.8K | 0.01% | 815 |
|
2013
Q2 | $259K | Buy |
+11,832
| New | +$259K | 0.01% | 873 |
|