Robertson Stephens Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
21,027
+40
| +0.2% | +$6.9K | 0.12% | 129 |
|
|
2025
Q1 | $4.63M | Sell |
20,987
-971
| -4% | -$214K | 0.16% | 109 |
|
|
2024
Q4 | $4.51M | Sell |
21,958
-112
| -0.5% | -$23K | 0.16% | 116 |
|
|
2024
Q3 | $3.96M | Sell |
22,070
-6,369
| -22% | -$1.14M | 0.14% | 131 |
|
|
2024
Q2 | $4.24M | Sell |
28,439
-25
| -0.1% | -$3.73K | 0.21% | 90 |
|
|
2024
Q1 | $4.55M | Sell |
28,464
-884
| -3% | -$141K | 0.24% | 69 |
|
|
2023
Q4 | $3.9M | Sell |
29,348
-2,460
| -8% | -$327K | 0.24% | 78 |
|
|
2023
Q3 | $3.59M | Sell |
31,808
-666
| -2% | -$75.2K | 0.24% | 86 |
|
|
2023
Q2 | $4.1M | Sell |
32,474
-12,853
| -28% | -$1.62M | 0.29% | 76 |
|
|
2023
Q1 | $5.12M | Buy |
45,327
+10,504
| +30% | +$1.19M | 0.39% | 52 |
|
|
2022
Q4 | $3.52M | Sell |
34,823
-807
| -2% | -$81.6K | 0.34% | 68 |
|
|
2022
Q3 | $3.33M | Sell |
35,630
-2,988
| -8% | -$280K | 0.35% | 55 |
|
|
2022
Q2 | $3.44M | Sell |
38,618
-179
| -0.5% | -$15.9K | 0.32% | 65 |
|
|
2022
Q1 | $3.93M | Buy |
38,797
+2,686
| +7% | +$272K | 0.33% | 63 |
|
|
2021
Q4 | $3.75M | Buy |
+36,111
| New | +$3.75M | 0.32% | 71 |
|