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 |
|