Oppenheimer & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64M | Buy |
9,498
+5,179
| +120% | +$893K | 0.02% | 642 |
|
2025
Q1 | $954K | Buy |
4,319
+249
| +6% | +$55K | 0.01% | 831 |
|
2024
Q4 | $836K | Sell |
4,070
-1,131
| -22% | -$232K | 0.01% | 868 |
|
2024
Q3 | $934K | Sell |
5,201
-5,194
| -50% | -$933K | 0.01% | 805 |
|
2024
Q2 | $1.55M | Buy |
10,395
+4,594
| +79% | +$685K | 0.02% | 613 |
|
2024
Q1 | $927K | Buy |
5,801
+211
| +4% | +$33.7K | 0.02% | 765 |
|
2023
Q4 | $743K | Buy |
5,590
+860
| +18% | +$114K | 0.01% | 825 |
|
2023
Q3 | $534K | Sell |
4,730
-30
| -0.6% | -$3.39K | 0.01% | 921 |
|
2023
Q2 | $600K | Sell |
4,760
-20
| -0.4% | -$2.52K | 0.01% | 909 |
|
2023
Q1 | $540K | Sell |
4,780
-172
| -3% | -$19.4K | 0.01% | 912 |
|
2022
Q4 | $500K | Buy |
4,952
+339
| +7% | +$34.3K | 0.01% | 903 |
|
2022
Q3 | $432K | Sell |
4,613
-119
| -3% | -$11.1K | 0.01% | 950 |
|
2022
Q2 | $421K | Sell |
4,732
-122
| -3% | -$10.9K | 0.01% | 981 |
|
2022
Q1 | $492K | Sell |
4,854
-295
| -6% | -$29.9K | 0.01% | 1008 |
|
2021
Q4 | $534K | Sell |
5,149
-1,825
| -26% | -$189K | 0.01% | 1007 |
|
2021
Q3 | $757K | Buy |
6,974
+985
| +16% | +$107K | 0.01% | 841 |
|
2021
Q2 | $640K | Sell |
5,989
-292
| -5% | -$31.2K | 0.01% | 921 |
|
2021
Q1 | $748K | Sell |
6,281
-5,639
| -47% | -$672K | 0.01% | 805 |
|
2020
Q4 | $1.36M | Sell |
11,920
-1,392
| -10% | -$158K | 0.03% | 549 |
|
2020
Q3 | $1.37M | Sell |
13,312
-5,995
| -31% | -$618K | 0.03% | 476 |
|
2020
Q2 | $1.89M | Sell |
19,307
-9,287
| -32% | -$907K | 0.05% | 398 |
|
2020
Q1 | $2.72M | Buy |
28,594
+6,566
| +30% | +$624K | 0.08% | 266 |
|
2019
Q4 | $2.55M | Sell |
22,028
-5,184
| -19% | -$599K | 0.06% | 348 |
|
2019
Q3 | $2.82M | Buy |
27,212
+17,439
| +178% | +$1.81M | 0.08% | 301 |
|
2019
Q2 | $891K | Sell |
9,773
-68
| -0.7% | -$6.2K | 0.02% | 627 |
|
2019
Q1 | $869K | Buy |
9,841
+18
| +0.2% | +$1.59K | 0.02% | 629 |
|
2018
Q4 | $722K | Sell |
9,823
-2,064
| -17% | -$152K | 0.02% | 625 |
|
2018
Q3 | $979K | Buy |
11,887
+86
| +0.7% | +$7.08K | 0.02% | 603 |
|
2018
Q2 | $874K | Buy |
11,801
+84
| +0.7% | +$6.22K | 0.02% | 642 |
|
2018
Q1 | $836K | Sell |
11,717
-103
| -0.9% | -$7.35K | 0.02% | 669 |
|
2017
Q4 | $775K | Sell |
11,820
-18
| -0.2% | -$1.18K | 0.02% | 698 |
|
2017
Q3 | $763K | Sell |
11,838
-2,520
| -18% | -$162K | 0.02% | 699 |
|
2017
Q2 | $878K | Sell |
14,358
-48
| -0.3% | -$2.94K | 0.02% | 641 |
|
2017
Q1 | $830K | Sell |
14,406
-302
| -2% | -$17.4K | 0.02% | 634 |
|
2016
Q4 | $781K | Sell |
14,708
-16,258
| -53% | -$863K | 0.02% | 638 |
|
2016
Q3 | $1.54M | Sell |
30,966
-470
| -1% | -$23.4K | 0.04% | 454 |
|
2016
Q2 | $1.71M | Buy |
31,436
+3,566
| +13% | +$194K | 0.05% | 417 |
|
2016
Q1 | $1.43M | Buy |
27,870
+2,066
| +8% | +$106K | 0.04% | 443 |
|
2015
Q4 | $1.18M | Sell |
25,804
-27,756
| -52% | -$1.27M | 0.04% | 501 |
|
2015
Q3 | $2.32M | Sell |
53,560
-1,712
| -3% | -$74.2K | 0.07% | 320 |
|
2015
Q2 | $2.29M | Buy |
55,272
+1,110
| +2% | +$46K | 0.06% | 353 |
|
2015
Q1 | $2.15M | Buy |
54,162
+1,954
| +4% | +$77.6K | 0.06% | 373 |
|
2014
Q4 | $1.85M | Buy |
52,208
+1,736
| +3% | +$61.6K | 0.05% | 408 |
|
2014
Q3 | $1.63M | Buy |
50,472
+14,828
| +42% | +$479K | 0.05% | 443 |
|
2014
Q2 | $1.08M | Buy |
35,644
+25,444
| +249% | +$767K | 0.03% | 598 |
|
2014
Q1 | $289K | Buy |
10,200
+1,500
| +17% | +$42.5K | 0.01% | 1049 |
|
2013
Q4 | $257K | Buy |
+8,700
| New | +$257K | 0.01% | 1080 |
|