Peapack-Gladstone Financial Corp’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.76M | Sell |
56,599
-6,303
| -10% | -$1.09M | 0.14% | 152 |
|
2025
Q1 | $13.9M | Buy |
62,902
+3,278
| +5% | +$724K | 0.21% | 117 |
|
2024
Q4 | $12.2M | Buy |
59,624
+1,750
| +3% | +$359K | 0.18% | 131 |
|
2024
Q3 | $10.4M | Sell |
57,874
-8,198
| -12% | -$1.47M | 0.15% | 148 |
|
2024
Q2 | $9.85M | Buy |
66,072
+1,240
| +2% | +$185K | 0.15% | 145 |
|
2024
Q1 | $10.4M | Buy |
64,832
+217
| +0.3% | +$34.7K | 0.16% | 142 |
|
2023
Q4 | $8.58M | Sell |
64,615
-686
| -1% | -$91.1K | 0.14% | 156 |
|
2023
Q3 | $7.38M | Buy |
65,301
+7,349
| +13% | +$830K | 0.14% | 167 |
|
2023
Q2 | $7.31M | Buy |
57,952
+2,767
| +5% | +$349K | 0.13% | 170 |
|
2023
Q1 | $6.24M | Buy |
55,185
+120
| +0.2% | +$13.6K | 0.12% | 182 |
|
2022
Q4 | $5.57M | Sell |
55,065
-16,047
| -23% | -$1.62M | 0.11% | 198 |
|
2022
Q3 | $6.65M | Buy |
71,112
+47,740
| +204% | +$4.47M | 0.14% | 169 |
|
2022
Q2 | $2.08M | Buy |
23,372
+97
| +0.4% | +$8.63K | 0.05% | 261 |
|
2022
Q1 | $2.37M | Buy |
23,275
+823
| +4% | +$83.6K | 0.05% | 259 |
|
2021
Q4 | $2.33M | Buy |
22,452
+2,048
| +10% | +$213K | 0.04% | 268 |
|
2021
Q3 | $2.21M | Buy |
20,404
+13,206
| +183% | +$1.43M | 0.05% | 268 |
|
2021
Q2 | $769K | Sell |
7,198
-451
| -6% | -$48.2K | 0.02% | 375 |
|
2021
Q1 | $911K | Buy |
7,649
+446
| +6% | +$53.1K | 0.02% | 334 |
|
2020
Q4 | $820K | Sell |
7,203
-122
| -2% | -$13.9K | 0.02% | 267 |
|
2020
Q3 | $755K | Buy |
7,325
+917
| +14% | +$94.5K | 0.03% | 245 |
|
2020
Q2 | $626K | Sell |
6,408
-399
| -6% | -$39K | 0.02% | 259 |
|
2020
Q1 | $647K | Sell |
6,807
-8
| -0.1% | -$760 | 0.03% | 246 |
|
2019
Q4 | $788K | Sell |
6,815
-2,200
| -24% | -$254K | 0.03% | 219 |
|
2019
Q3 | $934K | Hold |
9,015
| – | – | 0.04% | 203 |
|
2019
Q2 | $822K | Sell |
9,015
-593
| -6% | -$54.1K | 0.04% | 216 |
|
2019
Q1 | $848K | Hold |
9,608
| – | – | 0.04% | 199 |
|
2018
Q4 | $706K | Buy |
9,608
+120
| +1% | +$8.82K | 0.04% | 206 |
|
2018
Q3 | $782K | Buy |
9,488
+104
| +1% | +$8.57K | 0.04% | 206 |
|
2018
Q2 | $695K | Hold |
9,384
| – | – | 0.04% | 205 |
|
2018
Q1 | $669K | Sell |
9,384
-2,500
| -21% | -$178K | 0.04% | 206 |
|
2017
Q4 | $779K | Buy |
11,884
+584
| +5% | +$38.3K | 0.04% | 192 |
|
2017
Q3 | $729K | Sell |
11,300
-500
| -4% | -$32.2K | 0.04% | 191 |
|
2017
Q2 | $722K | Hold |
11,800
| – | – | 0.04% | 195 |
|
2017
Q1 | $680K | Hold |
11,800
| – | – | 0.04% | 196 |
|
2016
Q4 | $627K | Sell |
11,800
-200
| -2% | -$10.6K | 0.04% | 189 |
|
2016
Q3 | $597K | Hold |
12,000
| – | – | 0.04% | 193 |
|
2016
Q2 | $652K | Hold |
12,000
| – | – | 0.05% | 187 |
|
2016
Q1 | $615K | Sell |
12,000
-600
| -5% | -$30.8K | 0.04% | 187 |
|
2015
Q4 | $576K | Buy |
+12,600
| New | +$576K | 0.04% | 200 |
|
2015
Q2 | – | Sell |
-5,172
| Closed | -$205K | – | 321 |
|
2015
Q1 | $205K | Buy |
+5,172
| New | +$205K | 0.01% | 315 |
|