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