SVB Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $887K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $997K | Sell |
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|
2022
Q4 | $968K | Sell |
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|
2022
Q3 | $913K | Buy |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $606K | Sell |
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|
2021
Q3 | $826K | Buy |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $855K | Buy |
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|
2020
Q4 | $775K | Buy |
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|
2020
Q3 | $673K | Buy |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $578K | Sell |
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|
2019
Q4 | $737K | Sell |
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|
2019
Q3 | $682K | Buy |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $661K | Buy |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $565K | Sell |
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|
2017
Q4 | $527K | Buy |
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|
2017
Q3 | $468K | Sell |
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|
2017
Q2 | $496K | Sell |
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|
2017
Q1 | $632K | Buy |
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|
2016
Q4 | $489K | Hold |
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|
2016
Q3 | $458K | Hold |
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|
2016
Q2 | $500K | Hold |
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|
2016
Q1 | $472K | Hold |
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|
2015
Q4 | $421K | Hold |
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|
2015
Q3 | $398K | Sell |
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|
2015
Q2 | $382K | Buy |
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|
2015
Q1 | $349K | Hold |
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|
2014
Q4 | $312K | Buy |
|