TD Private Client 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 | $2.03M | Sell |
11,749
-8,418
| -42% | -$1.45M | 0.05% | 234 |
|
|
2025
Q1 | $4.45M | Buy |
20,167
+15,727
| +354% | +$3.47M | 0.12% | 121 |
|
|
2024
Q4 | $912K | Buy |
4,440
+1,160
| +35% | +$238K | 0.03% | 369 |
|
|
2024
Q3 | $589K | Buy |
3,280
+74
| +2% | +$13.3K | 0.02% | 436 |
|
|
2024
Q2 | $478K | Buy |
3,206
+29
| +0.9% | +$4.32K | 0.02% | 435 |
|
|
2024
Q1 | $508K | Buy |
3,177
+228
| +8% | +$36.4K | 0.02% | 445 |
|
|
2023
Q4 | $392K | Buy |
2,949
+458
| +18% | +$60.8K | 0.01% | 469 |
|
|
2023
Q3 | $281K | Buy |
2,491
+78
| +3% | +$8.81K | 0.01% | 488 |
|
|
2023
Q2 | $304K | Buy |
2,413
+744
| +45% | +$93.9K | 0.01% | 497 |
|
|
2023
Q1 | $189K | Sell |
1,669
-108
| -6% | -$12.2K | 0.01% | 555 |
|
|
2022
Q4 | $180K | Buy |
1,777
+83
| +5% | +$8.39K | 0.01% | 555 |
|
|
2022
Q3 | $159K | Buy |
1,694
+187
| +12% | +$17.5K | 0.01% | 557 |
|
|
2022
Q2 | $134K | Sell |
1,507
-805
| -35% | -$71.6K | 0.01% | 580 |
|
|
2022
Q1 | $234K | Sell |
2,312
-50
| -2% | -$5.07K | 0.01% | 519 |
|
|
2021
Q4 | $245K | Sell |
2,362
-60
| -2% | -$6.23K | 0.01% | 520 |
|
|
2021
Q3 | $263K | Buy |
2,422
+44
| +2% | +$4.77K | 0.01% | 489 |
|
|
2021
Q2 | $254K | Buy |
2,378
+78
| +3% | +$8.34K | 0.01% | 488 |
|
|
2021
Q1 | $274K | Sell |
2,300
-108
| -4% | -$12.9K | 0.01% | 464 |
|
|
2020
Q4 | $274K | Buy |
2,408
+627
| +35% | +$71.4K | 0.01% | 448 |
|
|
2020
Q3 | $184K | Sell |
1,781
-36,496
| -95% | -$3.76M | 0.01% | 464 |
|
|
2020
Q2 | $3.74M | Sell |
38,277
-9,930
| -21% | -$969K | 0.22% | 96 |
|
|
2020
Q1 | $4.58M | Buy |
48,207
+1,970
| +4% | +$187K | 0.33% | 70 |
|
|
2019
Q4 | $5.35M | Buy |
+46,237
| New | +$5.35M | 0.32% | 76 |
|