McKinley Carter Wealth Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.61M | Buy |
55,742
+1,175
| +2% | +$203K | 0.53% | 46 |
|
|
2025
Q1 | $12.1M | Sell |
54,567
-2,938
| -5% | -$649K | 0.74% | 30 |
|
|
2024
Q4 | $11.8M | Sell |
57,505
-2,844
| -5% | -$584K | 0.72% | 29 |
|
|
2024
Q3 | $10.8M | Sell |
60,349
-618
| -1% | -$111K | 0.65% | 33 |
|
|
2024
Q2 | $9.09M | Buy |
60,967
+778
| +1% | +$116K | 0.58% | 42 |
|
|
2024
Q1 | $9.62M | Buy |
60,189
+866
| +1% | +$138K | 0.64% | 36 |
|
|
2023
Q4 | $7.88M | Buy |
59,323
+7,689
| +15% | +$1.02M | 0.58% | 41 |
|
|
2023
Q3 | $5.83M | Buy |
51,634
+8
| +0% | +$904 | 0.46% | 46 |
|
|
2023
Q2 | $6.51M | Sell |
51,626
-1,178
| -2% | -$149K | 0.49% | 45 |
|
|
2023
Q1 | $5.97M | Sell |
52,804
-1,208
| -2% | -$137K | 0.47% | 49 |
|
|
2022
Q4 | $5.46M | Sell |
54,012
-343
| -0.6% | -$34.7K | 0.46% | 49 |
|
|
2022
Q3 | $5.09M | Buy |
54,355
+2,532
| +5% | +$237K | 0.47% | 48 |
|
|
2022
Q2 | $4.61M | Buy |
51,823
+434
| +0.8% | +$38.6K | 0.41% | 55 |
|
|
2022
Q1 | $5.21M | Buy |
51,389
+1,328
| +3% | +$135K | 0.41% | 51 |
|
|
2021
Q4 | $5.2M | Buy |
50,061
+2,382
| +5% | +$247K | 0.39% | 59 |
|
|
2021
Q3 | $5.17M | Buy |
47,679
+1,212
| +3% | +$132K | 0.42% | 53 |
|
|
2021
Q2 | $4.97M | Buy |
46,467
+3,699
| +9% | +$395K | 0.41% | 59 |
|
|
2021
Q1 | $5.09M | Buy |
42,768
+395
| +0.9% | +$47K | 0.44% | 55 |
|
|
2020
Q4 | $4.83M | Sell |
42,373
-246
| -0.6% | -$28K | 0.63% | 45 |
|
|
2020
Q3 | $4.39M | Buy |
42,619
+2,311
| +6% | +$238K | 0.99% | 26 |
|
|
2020
Q2 | $3.94M | Buy |
40,308
+901
| +2% | +$88K | 0.96% | 29 |
|
|
2020
Q1 | $3.74M | Sell |
39,407
-1,046
| -3% | -$99.4K | 1.12% | 17 |
|
|
2019
Q4 | $4.68M | Sell |
40,453
-652
| -2% | -$75.4K | 1.09% | 15 |
|
|
2019
Q3 | $4.26M | Sell |
41,105
-1,226
| -3% | -$127K | 1.09% | 17 |
|
|
2019
Q2 | $3.86M | Sell |
42,331
-752
| -2% | -$68.6K | 1.04% | 20 |
|
|
2019
Q1 | $3.8M | Buy |
43,083
+842
| +2% | +$74.3K | 1.07% | 21 |
|
|
2018
Q4 | $3.1M | Buy |
42,241
+789
| +2% | +$58K | 1.03% | 21 |
|
|
2018
Q3 | $3.42M | Buy |
41,452
+304
| +0.7% | +$25K | 1.01% | 21 |
|
|
2018
Q2 | $3.05M | Sell |
41,148
-1,064
| -3% | -$78.8K | 0.98% | 22 |
|
|
2018
Q1 | $3.01M | Sell |
42,212
-832
| -2% | -$59.3K | 0.98% | 20 |
|
|
2017
Q4 | $2.82M | Sell |
43,044
-1,792
| -4% | -$117K | 0.97% | 23 |
|
|
2017
Q3 | $2.89M | Sell |
44,836
-2,476
| -5% | -$160K | 1.11% | 19 |
|
|
2017
Q2 | $2.89M | Sell |
47,312
-316
| -0.7% | -$19.3K | 1.28% | 17 |
|
|
2017
Q1 | $2.75M | Sell |
47,628
-1,076
| -2% | -$62K | 1.28% | 18 |
|
|
2016
Q4 | $2.59M | Sell |
48,704
-288
| -0.6% | -$15.3K | 1.31% | 20 |
|
|
2016
Q3 | $2.44M | Sell |
48,992
-2,062
| -4% | -$103K | 1.26% | 21 |
|
|
2016
Q2 | $2.78M | Buy |
51,054
+400
| +0.8% | +$21.8K | 1.44% | 13 |
|
|
2016
Q1 | $2.6M | Sell |
50,654
-1,124
| -2% | -$57.6K | 1.44% | 16 |
|
|
2015
Q4 | $2.37M | Buy |
51,778
+402
| +0.8% | +$18.4K | 1.36% | 18 |
|
|
2015
Q3 | $2.23M | Buy |
51,376
+1,232
| +2% | +$53.4K | 1.39% | 16 |
|
|
2015
Q2 | $2.08M | Sell |
50,144
-1,882
| -4% | -$78K | 1.13% | 24 |
|
|
2015
Q1 | $2.07M | Buy |
52,026
+728
| +1% | +$28.9K | 1.33% | 23 |
|
|
2014
Q4 | $1.82M | Buy |
51,298
+2,672
| +5% | +$94.8K | 1.42% | 21 |
|
|
2014
Q3 | $1.57M | Buy |
48,626
+162
| +0.3% | +$5.23K | 1.49% | 17 |
|
|
2014
Q2 | $1.46M | Sell |
48,464
-878
| -2% | -$26.5K | 1.54% | 19 |
|
|
2014
Q1 | $1.4M | Buy |
49,342
+22,172
| +82% | +$629K | 1.52% | 21 |
|
|
2013
Q4 | $802K | Buy |
+27,170
| New | +$802K | 0.78% | 37 |
|