Loring Wolcott & Coolidge Fiduciary Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485M | Buy |
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|
2025
Q1 | $603M | Sell |
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|
2024
Q4 | $603M | Sell |
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|
2024
Q3 | $582M | Sell |
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|
2024
Q2 | $456M | Sell |
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|
2024
Q1 | $433M | Sell |
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|
2023
Q4 | $423M | Sell |
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|
2023
Q3 | $355M | Sell |
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|
2023
Q2 | $381M | Buy |
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|
2023
Q1 | $339M | Sell |
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|
2022
Q4 | $304M | Buy |
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|
2022
Q3 | $279M | Buy |
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|
2022
Q2 | $265M | Sell |
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|
2022
Q1 | $306M | Sell |
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|
2021
Q4 | $318M | Sell |
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|
2021
Q3 | $337M | Buy |
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|
2021
Q2 | $327M | Sell |
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|
2021
Q1 | $365M | Sell |
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|
2020
Q4 | $350M | Buy |
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|
2020
Q3 | $313M | Buy |
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|
2020
Q2 | $280M | Buy |
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|
2020
Q1 | $268M | Buy |
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|
2019
Q4 | $319M | Buy |
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|
2019
Q3 | $283M | Buy |
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|
2019
Q2 | $248M | Sell |
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|
2019
Q1 | $243M | Sell |
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|
2018
Q4 | $206M | Sell |
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|
2018
Q3 | $233M | Sell |
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|
2018
Q2 | $212M | Sell |
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|
2018
Q1 | $210M | Sell |
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|
2017
Q4 | $196M | Sell |
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|
2017
Q3 | $194M | Sell |
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|
2017
Q2 | $194M | Sell |
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|
2017
Q1 | $180M | Sell |
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|
2016
Q4 | $168M | Sell |
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|
2016
Q3 | $159M | Sell |
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|
2016
Q2 | $179M | Sell |
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|
2016
Q1 | $179M | Sell |
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|
2015
Q4 | $163M | Sell |
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|
2015
Q3 | $151M | Hold |
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|
2015
Q2 | $151M | Sell |
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|
2015
Q1 | $147M | Sell |
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|
2014
Q4 | $133M | Sell |
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|
2014
Q3 | $121M | Sell |
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|
2014
Q2 | $113M | Sell |
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|
2014
Q1 | $107M | Sell |
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|
2013
Q4 | $113M | Sell |
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|
2013
Q3 | $97M | Sell |
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|
2013
Q2 | $84.1M | Buy |
|