Private Trust Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $150K | Sell |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $158K | Buy |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $948K | Buy |
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|
2020
Q1 | $509K | Buy |
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|
2019
Q4 | $612K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $563K | Hold |
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|
2017
Q3 | $554K | Hold |
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|
2017
Q2 | $525K | Sell |
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|
2017
Q1 | $531K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $50K | Hold |
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|
2014
Q2 | $47K | Hold |
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|
2014
Q1 | $44K | Hold |
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|
2013
Q4 | $46K | Hold |
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|
2013
Q3 | $39K | Buy |
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|
2013
Q2 | $29K | Buy |
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