Rehmann Capital Advisory Group’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$753K Sell
4,365
-65
-1% -$11.2K 0.05% 269
2025
Q1
$978K Sell
4,430
-1,065
-19% -$235K 0.06% 224
2024
Q4
$1.13M Buy
5,495
+91
+2% +$18.7K 0.07% 199
2024
Q3
$971K Sell
5,404
-461
-8% -$82.8K 0.06% 222
2024
Q2
$874K Sell
5,865
-259
-4% -$38.6K 0.06% 225
2024
Q1
$979K Buy
6,124
+424
+7% +$67.8K 0.07% 207
2023
Q4
$757K Sell
5,700
-59
-1% -$7.84K 0.06% 228
2023
Q3
$651K Buy
5,759
+150
+3% +$16.9K 0.06% 247
2023
Q2
$708K Sell
5,609
-313
-5% -$39.5K 0.06% 252
2023
Q1
$669K Buy
5,922
+85
+1% +$9.61K 0.06% 256
2022
Q4
$590K Sell
5,837
-334
-5% -$33.8K 0.06% 270
2022
Q3
$577K Sell
6,171
-44
-0.7% -$4.12K 0.06% 262
2022
Q2
$553K Sell
6,215
-144
-2% -$12.8K 0.06% 263
2022
Q1
$643K Buy
6,359
+501
+9% +$50.7K 0.06% 265
2021
Q4
$608K Sell
5,858
-296
-5% -$30.7K 0.06% 276
2021
Q3
$668K Buy
6,154
+449
+8% +$48.7K 0.06% 262
2021
Q2
$598K Buy
5,705
+766
+16% +$80.3K 0.06% 273
2021
Q1
$588K Buy
4,939
+361
+8% +$43K 0.06% 255
2020
Q4
$521K Buy
4,578
+322
+8% +$36.7K 0.06% 260
2020
Q3
$439K Sell
4,256
-572
-12% -$58.9K 0.06% 266
2020
Q2
$471K Buy
+4,828
New +$471K 0.06% 245
2019
Q3
$209K Buy
2,014
+273
+16% +$28.3K 0.03% 302
2019
Q2
$159K Sell
1,741
-19
-1% -$1.73K 0.02% 481
2019
Q1
$155K Buy
1,760
+36
+2% +$3.18K 0.02% 471
2018
Q4
$127K Sell
1,724
-36
-2% -$2.65K 0.02% 343
2018
Q3
$145K Buy
1,760
+52
+3% +$4.28K 0.02% 486
2018
Q2
$127K Sell
1,708
-167
-9% -$12.4K 0.02% 494
2018
Q1
$134K Buy
+1,875
New +$134K 0.02% 471
2017
Q3
Sell
-5,204
Closed -$318K 382
2017
Q2
$318K Sell
5,204
-2,682
-34% -$164K 0.06% 235
2017
Q1
$455K Buy
7,886
+628
+9% +$36.2K 0.08% 206
2016
Q4
$386K Buy
+7,258
New +$386K 0.07% 229