Stonehage Fleming Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
8,321
+1,505
| +22% | +$259K | 0.04% | 51 |
|
|
2025
Q1 | $1.51M | Sell |
6,816
-19
| -0.3% | -$4.2K | 0.05% | 41 |
|
|
2024
Q4 | $1.4M | Sell |
6,835
-1
| -0% | -$205 | 0.04% | 49 |
|
|
2024
Q3 | $1.23M | Sell |
6,836
-104
| -1% | -$18.7K | 0.03% | 47 |
|
|
2024
Q2 | $1.03M | Buy |
6,940
+1,759
| +34% | +$262K | 0.03% | 54 |
|
|
2024
Q1 | $585K | Buy |
5,181
+42
| +0.8% | +$4.75K | 0.04% | 62 |
|
|
2023
Q4 | $683K | Sell |
5,139
-352
| -6% | -$46.8K | 0.02% | 76 |
|
|
2023
Q3 | $623K | Sell |
5,491
-502
| -8% | -$57K | 0.06% | 89 |
|
|
2023
Q2 | $743K | Buy |
5,993
+812
| +16% | +$101K | 0.03% | 81 |
|
|
2023
Q1 | $585K | Buy |
5,181
+770
| +17% | +$87K | 0.04% | 62 |
|
|
2022
Q4 | $448K | Buy |
+4,411
| New | +$448K | 0.03% | 81 |
|
|
2016
Q2 | – | Sell |
-55,400
| Closed | -$2.84M | – | 297 |
|
|
2016
Q1 | $2.84M | Buy |
+55,400
| New | +$2.84M | 0.19% | 55 |
|