Montecito Bank & Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $2.01M | Hold |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.45M | Hold |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.58M | Sell |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $1.79M | Buy |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $913K | Sell |
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|
2018
Q1 | $890K | Sell |
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|
2017
Q4 | $857K | Sell |
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|
2017
Q3 | $843K | Buy |
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|
2017
Q2 | $741K | Sell |
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|
2017
Q1 | $709K | Buy |
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|
2016
Q4 | $639K | Sell |
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|
2016
Q3 | $643K | Buy |
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|
2016
Q2 | $649K | Buy |
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|
2016
Q1 | $398K | Sell |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $368K | Hold |
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|
2015
Q1 | $368K | Buy |
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|
2014
Q4 | $314K | Buy |
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|
2014
Q3 | $230K | Hold |
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|
2014
Q2 | $215K | Hold |
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|
2014
Q1 | $202K | Hold |
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|
2013
Q4 | $210K | Buy |
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