Northwestern Mutual Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4M | Buy |
321,475
+39,146
| +14% | +$6.75M | 0.04% | 226 |
|
|
2025
Q1 | $62.3M | Buy |
282,329
+4,070
| +1% | +$899K | 0.05% | 178 |
|
|
2024
Q4 | $57.2M | Buy |
278,259
+5,794
| +2% | +$1.19M | 0.05% | 179 |
|
|
2024
Q3 | $48.9M | Buy |
272,465
+933
| +0.3% | +$168K | 0.04% | 205 |
|
|
2024
Q2 | $40.5M | Sell |
271,532
-6,576
| -2% | -$980K | 0.04% | 227 |
|
|
2024
Q1 | $44.4M | Buy |
278,108
+41,863
| +18% | +$6.69M | 0.05% | 208 |
|
|
2023
Q4 | $31.4M | Buy |
236,245
+3,560
| +2% | +$473K | 0.04% | 241 |
|
|
2023
Q3 | $26.3M | Buy |
232,685
+2,183
| +0.9% | +$247K | 0.03% | 247 |
|
|
2023
Q2 | $29.1M | Buy |
230,502
+3,131
| +1% | +$395K | 0.04% | 226 |
|
|
2023
Q1 | $25.7M | Sell |
227,371
-9,334
| -4% | -$1.06M | 0.04% | 232 |
|
|
2022
Q4 | $23.9M | Sell |
236,705
-58,633
| -20% | -$5.93M | 0.04% | 227 |
|
|
2022
Q3 | $27.6M | Sell |
295,338
-37,560
| -11% | -$3.51M | 0.05% | 184 |
|
|
2022
Q2 | $29.6M | Sell |
332,898
-43,428
| -12% | -$3.86M | 0.05% | 173 |
|
|
2022
Q1 | $38.2M | Buy |
376,326
+109,999
| +41% | +$11.2M | 0.06% | 152 |
|
|
2021
Q4 | $27.6M | Buy |
266,327
+24,119
| +10% | +$2.5M | 0.05% | 178 |
|
|
2021
Q3 | $26.3M | Buy |
242,208
+44,151
| +22% | +$4.79M | 0.05% | 166 |
|
|
2021
Q2 | $21.2M | Buy |
198,057
+16,761
| +9% | +$1.79M | 0.04% | 185 |
|
|
2021
Q1 | $21.6M | Buy |
181,296
+14,651
| +9% | +$1.74M | 0.05% | 163 |
|
|
2020
Q4 | $19M | Buy |
166,645
+41,956
| +34% | +$4.78M | 0.04% | 167 |
|
|
2020
Q3 | $12.9M | Buy |
124,689
+77,768
| +166% | +$8.01M | 0.03% | 187 |
|
|
2020
Q2 | $4.58M | Buy |
46,921
+1,321
| +3% | +$129K | 0.01% | 296 |
|
|
2020
Q1 | $4.33M | Buy |
45,600
+3,153
| +7% | +$299K | 0.02% | 263 |
|
|
2019
Q4 | $4.91M | Buy |
42,447
+6,299
| +17% | +$728K | 0.02% | 269 |
|
|
2019
Q3 | $3.75M | Buy |
36,148
+1,659
| +5% | +$172K | 0.01% | 290 |
|
|
2019
Q2 | $3.14M | Sell |
34,489
-1,035
| -3% | -$94.4K | 0.01% | 314 |
|
|
2019
Q1 | $3.14M | Buy |
35,524
+1,219
| +4% | +$108K | 0.01% | 299 |
|
|
2018
Q4 | $2.52M | Sell |
34,305
-1,928
| -5% | -$142K | 0.01% | 312 |
|
|
2018
Q3 | $2.99M | Sell |
36,233
-1,664
| -4% | -$137K | 0.02% | 269 |
|
|
2018
Q2 | $2.81M | Sell |
37,897
-757
| -2% | -$56.1K | 0.02% | 266 |
|
|
2018
Q1 | $2.76M | Sell |
38,654
-5,852
| -13% | -$417K | 0.02% | 259 |
|
|
2017
Q4 | $2.92M | Buy |
44,506
+26,080
| +142% | +$1.71M | 0.02% | 241 |
|
|
2017
Q3 | $1.19M | Buy |
18,426
+538
| +3% | +$34.7K | 0.01% | 321 |
|
|
2017
Q2 | $1.09M | Sell |
17,888
-2,800
| -14% | -$171K | 0.01% | 336 |
|
|
2017
Q1 | $1.19M | Buy |
20,688
+3,398
| +20% | +$196K | 0.01% | 307 |
|
|
2016
Q4 | $919K | Buy |
+17,290
| New | +$919K | 0.01% | 344 |
|
|
2016
Q3 | – | Sell |
-19,278
| Closed | -$1.05M | – | 640 |
|
|
2016
Q2 | $1.05M | Sell |
19,278
-296
| -2% | -$16.1K | 0.02% | 302 |
|
|
2016
Q1 | $1.01M | Buy |
19,574
+594
| +3% | +$30.5K | 0.02% | 281 |
|
|
2015
Q4 | $868K | Buy |
18,980
+10,936
| +136% | +$500K | 0.02% | 278 |
|
|
2015
Q3 | $348K | Sell |
8,044
-1,428
| -15% | -$61.8K | 0.01% | 397 |
|
|
2015
Q2 | $393K | Buy |
9,472
+2,622
| +38% | +$109K | 0.01% | 362 |
|
|
2015
Q1 | $272K | Buy |
6,850
+20
| +0.3% | +$794 | 0.01% | 403 |
|
|
2014
Q4 | $242K | Buy |
6,830
+708
| +12% | +$25.1K | 0.01% | 397 |
|
|
2014
Q3 | $197K | Buy |
6,122
+1,058
| +21% | +$34K | 0.01% | 405 |
|
|
2014
Q2 | $153K | Sell |
5,064
-3,300
| -39% | -$99.7K | 0.01% | 432 |
|
|
2014
Q1 | $237K | Buy |
8,364
+2,176
| +35% | +$61.7K | 0.01% | 364 |
|
|
2013
Q4 | $183K | Buy |
6,188
+128
| +2% | +$3.79K | 0.01% | 391 |
|
|
2013
Q3 | $153K | Sell |
6,060
-720
| -11% | -$18.2K | 0.01% | 398 |
|
|
2013
Q2 | $148K | Buy |
+6,780
| New | +$148K | 0.01% | 379 |
|