Pinnacle Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
20,818
+4,024
| +24% | +$694K | 0.05% | 290 |
|
|
2025
Q1 | $3.71M | Buy |
16,794
+57
| +0.3% | +$12.6K | 0.05% | 279 |
|
|
2024
Q4 | $3.44M | Buy |
16,737
+69
| +0.4% | +$14.2K | 0.05% | 287 |
|
|
2024
Q3 | $2.21M | Sell |
16,668
-242
| -1% | -$32.1K | 0.04% | 353 |
|
|
2024
Q2 | $2.52M | Buy |
16,910
+5
| +0% | +$745 | 0.04% | 334 |
|
|
2024
Q1 | $2.7M | Buy |
16,905
+237
| +1% | +$37.9K | 0.04% | 330 |
|
|
2023
Q4 | $2.21M | Buy |
16,668
+2,558
| +18% | +$340K | 0.04% | 357 |
|
|
2023
Q3 | $1.59M | Buy |
14,110
+764
| +6% | +$86.3K | 0.03% | 383 |
|
|
2023
Q2 | $1.68M | Buy |
13,346
+2,196
| +20% | +$277K | 0.03% | 384 |
|
|
2023
Q1 | $1.26M | Buy |
11,150
+530
| +5% | +$59.9K | 0.03% | 378 |
|
|
2022
Q4 | $1.07M | Sell |
10,620
-211
| -2% | -$21.3K | 0.02% | 392 |
|
|
2022
Q3 | $1.01M | Buy |
10,831
+1,453
| +15% | +$136K | 0.02% | 395 |
|
|
2022
Q2 | $834K | Sell |
9,378
-4,044
| -30% | -$360K | 0.02% | 438 |
|
|
2022
Q1 | $1.36M | Sell |
13,422
-1,135
| -8% | -$115K | 0.02% | 401 |
|
|
2021
Q4 | $1.51M | Sell |
14,557
-1,623
| -10% | -$168K | 0.03% | 383 |
|
|
2021
Q3 | $1.76M | Buy |
16,180
+1,192
| +8% | +$129K | 0.03% | 359 |
|
|
2021
Q2 | $1.6M | Sell |
14,988
-4,640
| -24% | -$496K | 0.03% | 365 |
|
|
2021
Q1 | $2.34M | Buy |
19,628
+7,375
| +60% | +$878K | 0.04% | 302 |
|
|
2020
Q4 | $1.4M | Buy |
12,253
+9,815
| +403% | +$1.12M | 0.03% | 353 |
|
|
2020
Q3 | $251K | Buy |
+2,438
| New | +$251K | 0.01% | 597 |
|