Trust Company of Vermont’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
6,807
-105
| -2% | -$18.1K | 0.06% | 179 |
|
|
2025
Q1 | $1.53M | Buy |
6,912
+73
| +1% | +$16.1K | 0.08% | 156 |
|
|
2024
Q4 | $1.4M | Buy |
6,839
+4,310
| +170% | +$885K | 0.07% | 165 |
|
|
2024
Q3 | $454K | Buy |
2,529
+217
| +9% | +$39K | 0.02% | 242 |
|
|
2024
Q2 | $345K | Buy |
2,312
+1,416
| +158% | +$211K | 0.02% | 262 |
|
|
2024
Q1 | $143K | Sell |
896
-4
| -0.4% | -$639 | 0.01% | 351 |
|
|
2023
Q4 | $120K | Sell |
900
-570
| -39% | -$75.7K | 0.01% | 331 |
|
|
2023
Q3 | $166K | Sell |
1,470
-305
| -17% | -$34.5K | 0.01% | 314 |
|
|
2023
Q2 | $224K | Buy |
1,775
+263
| +17% | +$33.2K | 0.01% | 297 |
|
|
2023
Q1 | $171K | Sell |
1,512
-59
| -4% | -$6.67K | 0.01% | 324 |
|
|
2022
Q4 | $159K | Buy |
1,571
+134
| +9% | +$13.5K | 0.01% | 323 |
|
|
2022
Q3 | $134K | Buy |
1,437
+125
| +10% | +$11.7K | 0.01% | 343 |
|
|
2022
Q2 | $117K | Buy |
+1,312
| New | +$117K | 0.01% | 369 |
|
|
2022
Q1 | – | Sell |
-298
| Closed | -$31K | – | 456 |
|
|
2021
Q4 | $31K | Buy |
+298
| New | +$31K | ﹤0.01% | 538 |
|
|
2021
Q3 | – | Sell |
-698
| Closed | -$75K | – | 445 |
|
|
2021
Q2 | $75K | Buy |
698
+100
| +17% | +$10.7K | 0.01% | 439 |
|
|
2021
Q1 | $71K | Sell |
598
-63
| -10% | -$7.48K | 0.01% | 428 |
|
|
2020
Q4 | $75K | Sell |
661
-713
| -52% | -$80.9K | 0.01% | 414 |
|
|
2020
Q3 | $142K | Hold |
1,374
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $134K | Sell |
1,374
-1,700
| -55% | -$166K | 0.01% | 326 |
|
|
2020
Q1 | $292K | Buy |
3,074
+200
| +7% | +$19K | 0.03% | 240 |
|
|
2019
Q4 | $332K | Hold |
2,874
| – | – | 0.03% | 260 |
|
|
2019
Q3 | $298K | Buy |
2,874
+141
| +5% | +$14.6K | 0.02% | 265 |
|
|
2019
Q2 | $249K | Buy |
2,733
+609
| +29% | +$55.5K | 0.02% | 290 |
|
|
2019
Q1 | $188K | Buy |
2,124
+78
| +4% | +$6.9K | 0.02% | 314 |
|
|
2018
Q4 | $150K | Sell |
2,046
-184
| -8% | -$13.5K | 0.01% | 332 |
|
|
2018
Q3 | $184K | Hold |
2,230
| – | – | 0.02% | 330 |
|
|
2018
Q2 | $165K | Buy |
2,230
+332
| +17% | +$24.6K | 0.01% | 348 |
|
|
2018
Q1 | $135K | Hold |
1,898
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $124K | Sell |
1,898
-708
| -27% | -$46.3K | 0.01% | 379 |
|
|
2017
Q3 | $168K | Hold |
2,606
| – | – | 0.02% | 337 |
|
|
2017
Q2 | $159K | Buy |
2,606
+906
| +53% | +$55.3K | 0.02% | 347 |
|
|
2017
Q1 | $98K | Sell |
1,700
-18
| -1% | -$1.04K | 0.01% | 399 |
|
|
2016
Q4 | $91K | Buy |
1,718
+18
| +1% | +$953 | 0.01% | 396 |
|
|
2016
Q3 | $85K | Buy |
+1,700
| New | +$85K | 0.01% | 368 |
|