Vestmark Advisory Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,052
| Closed | -$674K | – | 785 |
|
|
2025
Q1 | $674K | Buy |
3,052
+1,684
| +123% | +$372K | 0.02% | 468 |
|
|
2024
Q4 | $281K | Buy |
+1,368
| New | +$281K | 0.01% | 506 |
|
|
2023
Q3 | – | Sell |
-27,316
| Closed | -$3.45M | – | 568 |
|
|
2023
Q2 | $3.45M | Sell |
27,316
-3,063
| -10% | -$386K | 0.13% | 202 |
|
|
2023
Q1 | $3.43M | Buy |
30,379
+1,479
| +5% | +$167K | 0.15% | 187 |
|
|
2022
Q4 | $2.92M | Sell |
28,900
-128
| -0.4% | -$12.9K | 0.14% | 203 |
|
|
2022
Q3 | $2.72M | Buy |
29,028
+1,032
| +4% | +$96.6K | 0.15% | 189 |
|
|
2022
Q2 | $2.49M | Buy |
27,996
+2,157
| +8% | +$192K | 0.14% | 190 |
|
|
2022
Q1 | $2.62M | Buy |
25,839
+3,899
| +18% | +$395K | 0.15% | 170 |
|
|
2021
Q4 | $2.28M | Buy |
21,940
+2,791
| +15% | +$290K | 0.13% | 208 |
|
|
2021
Q3 | $2.08M | Buy |
19,149
+2,415
| +14% | +$262K | 0.14% | 189 |
|
|
2021
Q2 | $1.79M | Buy |
16,734
+10,666
| +176% | +$1.14M | 0.13% | 211 |
|
|
2021
Q1 | $722K | Buy |
+6,068
| New | +$722K | 0.06% | 359 |
|
|
2020
Q4 | – | Sell |
-2,019
| Closed | -$208K | – | 595 |
|
|
2020
Q3 | $208K | Sell |
2,019
-4,133
| -67% | -$426K | 0.03% | 520 |
|
|
2020
Q2 | $601K | Buy |
6,152
+267
| +5% | +$26.1K | 0.09% | 268 |
|
|
2020
Q1 | $559K | Buy |
+5,885
| New | +$559K | 0.11% | 243 |
|
|
2019
Q4 | – | Sell |
-5,567
| Closed | -$577K | – | 343 |
|
|
2019
Q3 | $577K | Buy |
5,567
+1,293
| +30% | +$134K | 0.09% | 263 |
|
|
2019
Q2 | $390K | Buy |
4,274
+437
| +11% | +$39.9K | 0.07% | 338 |
|
|
2019
Q1 | $339K | Buy |
+3,837
| New | +$339K | 0.06% | 367 |
|