Univest Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
1,385
-114
| -8% | -$19.7K | 0.01% | 241 |
|
|
2025
Q1 | $331K | Buy |
1,499
+400
| +36% | +$88.3K | 0.02% | 228 |
|
|
2024
Q4 | $226K | Sell |
1,099
-149
| -12% | -$30.6K | 0.01% | 259 |
|
|
2024
Q3 | $224K | Buy |
+1,248
| New | +$224K | 0.01% | 258 |
|
|
2022
Q2 | – | Sell |
-2,453
| Closed | -$249K | – | 105 |
|
|
2022
Q1 | $249K | Sell |
2,453
-35,462
| -94% | -$3.6M | 0.07% | 98 |
|
|
2021
Q4 | $3.94M | Sell |
37,915
-14,714
| -28% | -$1.53M | 1% | 37 |
|
|
2021
Q3 | $5.71M | Buy |
52,629
+2,474
| +5% | +$268K | 1.59% | 19 |
|
|
2021
Q2 | $5.36M | Sell |
50,155
-3,033
| -6% | -$324K | 1.47% | 24 |
|
|
2021
Q1 | $6.33M | Buy |
53,188
+18,411
| +53% | +$2.19M | 1.78% | 17 |
|
|
2020
Q4 | $3.96M | Buy |
+34,777
| New | +$3.96M | 1.15% | 36 |
|
|
2018
Q4 | – | Sell |
-3,078
| Closed | -$254K | – | 117 |
|
|
2018
Q3 | $254K | Hold |
3,078
| – | – | 0.08% | 98 |
|
|
2018
Q2 | $228K | Hold |
3,078
| – | – | 0.09% | 92 |
|
|
2018
Q1 | $219K | Hold |
3,078
| – | – | 0.09% | 89 |
|
|
2017
Q4 | $202K | Buy |
+3,078
| New | +$202K | 0.08% | 94 |
|
|
2016
Q3 | – | Sell |
-3,870
| Closed | -$210K | – | 92 |
|
|
2016
Q2 | $210K | Buy |
+3,870
| New | +$210K | 0.1% | 91 |
|