SVB Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
+1,787
| New | +$308K | 0.02% | 359 |
|
|
2025
Q1 | – | Sell |
-7,579
| Closed | -$1.56M | – | 1581 |
|
|
2024
Q4 | $1.56M | Buy |
+7,579
| New | +$1.56M | 0.03% | 256 |
|
|
2024
Q3 | – | Sell |
-7,698
| Closed | -$1.15M | – | 220 |
|
|
2024
Q2 | $1.15M | Sell |
7,698
-2,284
| -23% | -$340K | 0.03% | 293 |
|
|
2024
Q1 | $1.6M | Buy |
9,982
+161
| +2% | +$25.7K | 0.04% | 272 |
|
|
2023
Q4 | $1.3M | Buy |
9,821
+1,966
| +25% | +$261K | 0.03% | 299 |
|
|
2023
Q3 | $887K | Sell |
7,855
-280
| -3% | -$31.6K | 0.02% | 335 |
|
|
2023
Q2 | $1.03M | Sell |
8,135
-689
| -8% | -$86.9K | 0.02% | 337 |
|
|
2023
Q1 | $997K | Sell |
8,824
-756
| -8% | -$85.5K | 0.01% | 377 |
|
|
2022
Q4 | $968K | Sell |
9,580
-180
| -2% | -$18.2K | 0.01% | 407 |
|
|
2022
Q3 | $913K | Buy |
9,760
+3,436
| +54% | +$321K | 0.01% | 386 |
|
|
2022
Q2 | $563K | Buy |
6,324
+473
| +8% | +$42.1K | 0.01% | 420 |
|
|
2022
Q1 | $593K | Buy |
5,851
+11
| +0.2% | +$1.12K | 0.01% | 418 |
|
|
2021
Q4 | $606K | Sell |
5,840
-1,773
| -23% | -$184K | 0.01% | 404 |
|
|
2021
Q3 | $826K | Buy |
7,613
+744
| +11% | +$80.7K | 0.01% | 445 |
|
|
2021
Q2 | $734K | Sell |
6,869
-313
| -4% | -$33.4K | 0.01% | 466 |
|
|
2021
Q1 | $855K | Buy |
7,182
+375
| +6% | +$44.6K | 0.01% | 380 |
|
|
2020
Q4 | $775K | Buy |
6,807
+274
| +4% | +$31.2K | 0.01% | 370 |
|
|
2020
Q3 | $673K | Buy |
6,533
+295
| +5% | +$30.4K | 0.01% | 354 |
|
|
2020
Q2 | $609K | Buy |
6,238
+150
| +2% | +$14.6K | 0.01% | 336 |
|
|
2020
Q1 | $578K | Sell |
6,088
-286
| -4% | -$27.2K | 0.01% | 296 |
|
|
2019
Q4 | $737K | Sell |
6,374
-206
| -3% | -$23.8K | 0.01% | 353 |
|
|
2019
Q3 | $682K | Buy |
6,580
+239
| +4% | +$24.8K | 0.01% | 325 |
|
|
2019
Q2 | $578K | Sell |
6,341
-3
| -0% | -$273 | 0.02% | 362 |
|
|
2019
Q1 | $560K | Sell |
6,344
-28
| -0.4% | -$2.47K | 0.02% | 289 |
|
|
2018
Q4 | $468K | Sell |
6,372
-1,656
| -21% | -$122K | 0.02% | 297 |
|
|
2018
Q3 | $661K | Buy |
8,028
+400
| +5% | +$32.9K | 0.02% | 301 |
|
|
2018
Q2 | $565K | Sell |
7,628
-300
| -4% | -$22.2K | 0.02% | 317 |
|
|
2018
Q1 | $565K | Sell |
7,928
-104
| -1% | -$7.41K | 0.02% | 327 |
|
|
2017
Q4 | $527K | Buy |
8,032
+772
| +11% | +$50.7K | 0.02% | 344 |
|
|
2017
Q3 | $468K | Sell |
7,260
-848
| -10% | -$54.7K | 0.02% | 359 |
|
|
2017
Q2 | $496K | Sell |
8,108
-2,850
| -26% | -$174K | 0.02% | 351 |
|
|
2017
Q1 | $632K | Buy |
10,958
+1,758
| +19% | +$101K | 0.03% | 314 |
|
|
2016
Q4 | $489K | Hold |
9,200
| – | – | 0.02% | 343 |
|
|
2016
Q3 | $458K | Hold |
9,200
| – | – | 0.02% | 353 |
|
|
2016
Q2 | $500K | Hold |
9,200
| – | – | 0.02% | 346 |
|
|
2016
Q1 | $472K | Hold |
9,200
| – | – | 0.02% | 364 |
|
|
2015
Q4 | $421K | Hold |
9,200
| – | – | 0.02% | 400 |
|
|
2015
Q3 | $398K | Sell |
9,200
-32
| -0.3% | -$1.38K | 0.02% | 435 |
|
|
2015
Q2 | $382K | Buy |
9,232
+432
| +5% | +$17.9K | 0.01% | 458 |
|
|
2015
Q1 | $349K | Hold |
8,800
| – | – | 0.01% | 457 |
|
|
2014
Q4 | $312K | Buy |
+8,800
| New | +$312K | 0.01% | 458 |
|