Veritable’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,822
| Closed | -$1.87M | – | 294 |
|
|
2023
Q2 | $1.87M | Sell |
14,822
-716
| -5% | -$90.3K | 0.03% | 257 |
|
|
2023
Q1 | $1.76M | Buy |
15,538
+64
| +0.4% | +$7.23K | 0.03% | 265 |
|
|
2022
Q4 | $1.56M | Buy |
15,474
+396
| +3% | +$40K | 0.03% | 271 |
|
|
2022
Q3 | $1.41M | Buy |
15,078
+250
| +2% | +$23.4K | 0.03% | 275 |
|
|
2022
Q2 | $1.32M | Buy |
14,828
+539
| +4% | +$47.9K | 0.02% | 307 |
|
|
2022
Q1 | $1.45M | Buy |
14,289
+134
| +0.9% | +$13.6K | 0.02% | 311 |
|
|
2021
Q4 | $1.47M | Buy |
14,155
+206
| +1% | +$21.4K | 0.02% | 317 |
|
|
2021
Q3 | $1.51M | Sell |
13,949
-101
| -0.7% | -$11K | 0.02% | 291 |
|
|
2021
Q2 | $1.5M | Buy |
14,050
+89
| +0.6% | +$9.51K | 0.02% | 299 |
|
|
2021
Q1 | $1.66M | Buy |
13,961
+1,398
| +11% | +$166K | 0.03% | 256 |
|
|
2020
Q4 | $1.43M | Sell |
12,563
-1,636
| -12% | -$186K | 0.03% | 268 |
|
|
2020
Q3 | $1.46M | Sell |
14,199
-61
| -0.4% | -$6.29K | 0.03% | 245 |
|
|
2020
Q2 | $1.39M | Buy |
14,260
+252
| +2% | +$24.6K | 0.03% | 241 |
|
|
2020
Q1 | $1.33M | Sell |
14,008
-680
| -5% | -$64.6K | 0.03% | 251 |
|
|
2019
Q4 | $1.7M | Sell |
14,688
-115
| -0.8% | -$13.3K | 0.03% | 253 |
|
|
2019
Q3 | $1.53M | Buy |
14,803
+1,165
| +9% | +$121K | 0.03% | 261 |
|
|
2019
Q2 | $1.24M | Sell |
13,638
-28
| -0.2% | -$2.55K | 0.02% | 300 |
|
|
2019
Q1 | $1.21M | Buy |
13,666
+297
| +2% | +$26.2K | 0.02% | 304 |
|
|
2018
Q4 | $982K | Sell |
13,369
-848
| -6% | -$62.3K | 0.02% | 323 |
|
|
2018
Q3 | $1.17M | Buy |
14,217
+180
| +1% | +$14.8K | 0.02% | 313 |
|
|
2018
Q2 | $1.04M | Sell |
14,037
-15
| -0.1% | -$1.11K | 0.02% | 326 |
|
|
2018
Q1 | $1M | Sell |
14,052
-648
| -4% | -$46.2K | 0.02% | 330 |
|
|
2017
Q4 | $964K | Sell |
14,700
-3,166
| -18% | -$208K | 0.02% | 338 |
|
|
2017
Q3 | $1.15M | Sell |
17,866
-26
| -0.1% | -$1.68K | 0.02% | 312 |
|
|
2017
Q2 | $1.09M | Sell |
17,892
-88
| -0.5% | -$5.38K | 0.03% | 330 |
|
|
2017
Q1 | $1.04M | Buy |
17,980
+70
| +0.4% | +$4.04K | 0.02% | 320 |
|
|
2016
Q4 | $952K | Buy |
17,910
+404
| +2% | +$21.5K | 0.02% | 323 |
|
|
2016
Q3 | $871K | Buy |
17,506
+316
| +2% | +$15.7K | 0.02% | 338 |
|
|
2016
Q2 | $935K | Buy |
17,190
+1,208
| +8% | +$65.7K | 0.02% | 311 |
|
|
2016
Q1 | $820K | Buy |
15,982
+2,642
| +20% | +$136K | 0.02% | 334 |
|
|
2015
Q4 | $610K | Sell |
13,340
-130
| -1% | -$5.95K | 0.02% | 412 |
|
|
2015
Q3 | $583K | Buy |
13,470
+572
| +4% | +$24.8K | 0.02% | 405 |
|
|
2015
Q2 | $534K | Sell |
12,898
-2,008
| -13% | -$83.1K | 0.01% | 444 |
|
|
2015
Q1 | $592K | Sell |
14,906
-408
| -3% | -$16.2K | 0.01% | 551 |
|
|
2014
Q4 | $543K | Sell |
15,314
-120
| -0.8% | -$4.26K | 0.01% | 580 |
|
|
2014
Q3 | $499K | Sell |
15,434
-42
| -0.3% | -$1.36K | 0.01% | 605 |
|
|
2014
Q2 | $467K | Sell |
15,476
-648
| -4% | -$19.6K | 0.01% | 618 |
|
|
2014
Q1 | $457K | Sell |
16,124
-3,324
| -17% | -$94.2K | 0.01% | 611 |
|
|
2013
Q4 | $574K | Sell |
19,448
-1,384
| -7% | -$40.8K | 0.01% | 535 |
|
|
2013
Q3 | $526K | Buy |
20,832
+304
| +1% | +$7.68K | 0.01% | 559 |
|
|
2013
Q2 | $449K | Buy |
+20,528
| New | +$449K | 0.01% | 603 |
|