Veritable’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,822
| Closed | -$1.87M | – | 294 |
|
|
2023
Q2 | $1.87M | Sell |
14,822
-716
| -5% | -$84.3K | 0.03% | 258 |
|
|
2023
Q1 | $1.76M | Buy |
15,538
+64
| +0.4% | +$7.04K | 0.03% | 266 |
|
|
2022
Q4 | $1.56M | Buy |
15,474
+396
| +3% | +$39.4K | 0.03% | 272 |
|
|
2022
Q3 | $1.41M | Buy |
15,078
+250
| +2% | +$25.5K | 0.03% | 276 |
|
|
2022
Q2 | $1.32M | Buy |
14,828
+539
| +4% | +$52.3K | 0.02% | 308 |
|
|
2022
Q1 | $1.45M | Buy |
14,289
+134
| +0.9% | +$13.6K | 0.02% | 312 |
|
|
2021
Q4 | $1.47M | Buy |
14,155
+206
| +1% | +$21.3K | 0.02% | 318 |
|
|
2021
Q3 | $1.51M | Sell |
13,949
-101
| -0.7% | -$11.3K | 0.02% | 292 |
|
|
2021
Q2 | $1.5M | Buy |
14,050
+89
| +0.6% | +$10.3K | 0.02% | 300 |
|
|
2021
Q1 | $1.66M | Buy |
13,961
+1,398
| +11% | +$160K | 0.03% | 256 |
|
|
2020
Q4 | $1.43M | Sell |
12,563
-1,636
| -12% | -$176K | 0.03% | 270 |
|
|
2020
Q3 | $1.46M | Sell |
14,199
-61
| -0.4% | -$6.08K | 0.03% | 247 |
|
|
2020
Q2 | $1.39M | Buy |
14,260
+252
| +2% | +$25.4K | 0.03% | 241 |
|
|
2020
Q1 | $1.33M | Sell |
14,008
-680
| -5% | -$75.5K | 0.03% | 252 |
|
|
2019
Q4 | $1.7M | Sell |
14,688
-115
| -0.8% | -$12.7K | 0.03% | 254 |
|
|
2019
Q3 | $1.53M | Buy |
14,803
+1,165
| +9% | +$119K | 0.03% | 262 |
|
|
2019
Q2 | $1.24M | Sell |
13,638
-28
| -0.2% | -$2.45K | 0.02% | 301 |
|
|
2019
Q1 | $1.21M | Buy |
13,666
+297
| +2% | +$24.5K | 0.02% | 305 |
|
|
2018
Q4 | $982K | Sell |
13,369
-848
| -6% | -$65.6K | 0.02% | 324 |
|
|
2018
Q3 | $1.17M | Buy |
14,217
+180
| +1% | +$14.1K | 0.02% | 316 |
|
|
2018
Q2 | $1.04M | Sell |
14,037
-15
| -0.1% | -$1.09K | 0.02% | 330 |
|
|
2018
Q1 | $1M | Sell |
14,052
-648
| -4% | -$45.6K | 0.02% | 333 |
|
|
2017
Q4 | $964K | Sell |
14,700
-3,166
| -18% | -$204K | 0.02% | 342 |
|
|
2017
Q3 | $1.15M | Sell |
17,866
-26
| -0.1% | -$1.61K | 0.03% | 316 |
|
|
2017
Q2 | $1.09M | Sell |
17,892
-88
| -0.5% | -$5.32K | 0.03% | 333 |
|
|
2017
Q1 | $1.04M | Buy |
17,980
+70
| +0.4% | +$3.93K | 0.02% | 321 |
|
|
2016
Q4 | $952K | Buy |
17,910
+404
| +2% | +$20.8K | 0.02% | 325 |
|
|
2016
Q3 | $871K | Buy |
17,506
+316
| +2% | +$16.6K | 0.02% | 340 |
|
|
2016
Q2 | $935K | Buy |
17,190
+1,208
| +8% | +$62.2K | 0.02% | 312 |
|
|
2016
Q1 | $820K | Buy |
15,982
+2,642
| +20% | +$125K | 0.02% | 335 |
|
|
2015
Q4 | $610K | Sell |
13,340
-130
| -1% | -$6.11K | 0.02% | 416 |
|
|
2015
Q3 | $583K | Buy |
13,470
+572
| +4% | +$24.7K | 0.02% | 408 |
|
|
2015
Q2 | $534K | Sell |
12,898
-2,008
| -13% | -$80.7K | 0.01% | 445 |
|
|
2015
Q1 | $592K | Sell |
14,906
-408
| -3% | -$15.6K | 0.01% | 552 |
|
|
2014
Q4 | $543K | Sell |
15,314
-120
| -0.8% | -$4.11K | 0.01% | 582 |
|
|
2014
Q3 | $499K | Sell |
15,434
-42
| -0.3% | -$1.33K | 0.01% | 609 |
|
|
2014
Q2 | $467K | Sell |
15,476
-648
| -4% | -$19.2K | 0.01% | 622 |
|
|
2014
Q1 | $457K | Sell |
16,124
-3,324
| -17% | -$95.1K | 0.01% | 615 |
|
|
2013
Q4 | $574K | Sell |
19,448
-1,384
| -7% | -$37.3K | 0.01% | 538 |
|
|
2013
Q3 | $526K | Buy |
20,832
+304
| +1% | +$7.35K | 0.01% | 564 |
|
|
2013
Q2 | $449K | Buy |
+20,528
| New | +$450K | 0.01% | 608 |
|
Other funds holding FISV
