UMB Bank’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
9,523
+239
| +3% | +$41.2K | 0.03% | 262 |
|
|
2025
Q1 | $2.05M | Buy |
9,284
+262
| +3% | +$57.9K | 0.03% | 229 |
|
|
2024
Q4 | $1.85M | Sell |
9,022
-5,574
| -38% | -$1.15M | 0.03% | 244 |
|
|
2024
Q3 | $2.62M | Buy |
14,596
+175
| +1% | +$31.4K | 0.04% | 214 |
|
|
2024
Q2 | $2.15M | Sell |
14,421
-178
| -1% | -$26.5K | 0.04% | 234 |
|
|
2024
Q1 | $2.33M | Sell |
14,599
-669
| -4% | -$107K | 0.04% | 227 |
|
|
2023
Q4 | $2.03M | Sell |
15,268
-157
| -1% | -$20.9K | 0.03% | 251 |
|
|
2023
Q3 | $1.74M | Buy |
15,425
+147
| +1% | +$16.6K | 0.03% | 259 |
|
|
2023
Q2 | $1.93M | Buy |
15,278
+18
| +0.1% | +$2.27K | 0.03% | 261 |
|
|
2023
Q1 | $1.72M | Sell |
15,260
-239
| -2% | -$27K | 0.03% | 273 |
|
|
2022
Q4 | $1.57M | Sell |
15,499
-1,644
| -10% | -$166K | 0.02% | 281 |
|
|
2022
Q3 | $1.61M | Sell |
17,143
-2,475
| -13% | -$232K | 0.03% | 283 |
|
|
2022
Q2 | $1.75M | Sell |
19,618
-491
| -2% | -$43.7K | 0.03% | 292 |
|
|
2022
Q1 | $2.04M | Sell |
20,109
-9,154
| -31% | -$928K | 0.03% | 296 |
|
|
2021
Q4 | $3.04M | Buy |
29,263
+20,992
| +254% | +$2.18M | 0.04% | 247 |
|
|
2021
Q3 | $898K | Buy |
8,271
+20
| +0.2% | +$2.17K | 0.02% | 248 |
|
|
2021
Q2 | $882K | Sell |
8,251
-340
| -4% | -$36.3K | 0.02% | 246 |
|
|
2021
Q1 | $1.02M | Sell |
8,591
-344
| -4% | -$41K | 0.03% | 222 |
|
|
2020
Q4 | $1.02M | Sell |
8,935
-76,031
| -89% | -$8.66M | 0.03% | 217 |
|
|
2020
Q3 | $8.29M | Hold |
84,966
| – | – | 0.26% | 92 |
|
|
2020
Q2 | $8.29M | Buy |
84,966
+85
| +0.1% | +$8.3K | 0.26% | 92 |
|
|
2020
Q1 | $8.06M | Buy |
84,881
+61,253
| +259% | +$5.82M | 0.29% | 83 |
|
|
2019
Q4 | $2.73M | Sell |
23,628
-28
| -0.1% | -$3.24K | 0.08% | 158 |
|
|
2019
Q3 | $2.45K | Sell |
23,656
-305
| -1% | -$32 | 0.06% | 165 |
|
|
2019
Q2 | $2.18K | Buy |
23,961
+427
| +2% | +$39 | 0.05% | 172 |
|
|
2019
Q1 | $2.08M | Sell |
23,534
-159
| -0.7% | -$14K | 0.06% | 172 |
|
|
2018
Q4 | $1.74K | Sell |
23,693
-3,805
| -14% | -$280 | 0.05% | 173 |
|
|
2018
Q3 | $2.27M | Buy |
27,498
+18,972
| +223% | +$1.56M | 0.07% | 168 |
|
|
2018
Q2 | $632K | Hold |
8,526
| – | – | 0.02% | 238 |
|
|
2018
Q1 | $608K | Hold |
8,526
| – | – | 0.02% | 242 |
|
|
2017
Q4 | $559K | Sell |
8,526
-166
| -2% | -$10.9K | 0.02% | 239 |
|
|
2017
Q3 | $561K | Buy |
8,692
+42
| +0.5% | +$2.71K | 0.02% | 235 |
|
|
2017
Q2 | $529K | Hold |
8,650
| – | – | 0.02% | 233 |
|
|
2017
Q1 | $499K | Hold |
8,650
| – | – | 0.02% | 240 |
|
|
2016
Q4 | $459K | Sell |
8,650
-3,590
| -29% | -$190K | 0.02% | 242 |
|
|
2016
Q3 | $609K | Sell |
12,240
-74,770
| -86% | -$3.72M | 0.02% | 224 |
|
|
2016
Q2 | $4.73M | Sell |
87,010
-280
| -0.3% | -$15.2K | 0.2% | 98 |
|
|
2016
Q1 | $4.48M | Sell |
87,290
-4,900
| -5% | -$251K | 0.19% | 101 |
|
|
2015
Q4 | $4.22M | Buy |
92,190
+86,550
| +1,535% | +$3.96M | 0.18% | 110 |
|
|
2015
Q3 | $244K | Hold |
5,640
| – | – | 0.01% | 264 |
|
|
2015
Q2 | $233 | Hold |
5,640
| – | – | 0.01% | 291 |
|
|
2015
Q1 | $224 | Hold |
5,640
| – | – | 0.01% | 284 |
|
|
2014
Q4 | $200K | Buy |
+5,640
| New | +$200K | 0.01% | 292 |
|
|
2014
Q1 | – | Sell |
-7,920
| Closed | -$233 | – | 307 |
|
|
2013
Q4 | $233 | Buy |
+7,920
| New | +$233 | 0.01% | 268 |
|