Waldron Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
2,022
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $447K | Sell |
2,022
-2,923
| -59% | -$645K | 0.02% | 193 |
|
|
2024
Q4 | $1.02M | Buy |
4,945
+110
| +2% | +$22.6K | 0.04% | 163 |
|
|
2024
Q3 | $869K | Buy |
4,835
+1,442
| +42% | +$259K | 0.04% | 175 |
|
|
2024
Q2 | $506K | Sell |
3,393
-17
| -0.5% | -$2.53K | 0.02% | 231 |
|
|
2024
Q1 | $545K | Buy |
3,410
+31
| +0.9% | +$4.95K | 0.02% | 227 |
|
|
2023
Q4 | $449K | Sell |
3,379
-49
| -1% | -$6.51K | 0.02% | 246 |
|
|
2023
Q3 | $387K | Sell |
3,428
-225
| -6% | -$25.4K | 0.02% | 257 |
|
|
2023
Q2 | $461K | Sell |
3,653
-1,749
| -32% | -$221K | 0.02% | 243 |
|
|
2023
Q1 | $611K | Buy |
5,402
+530
| +11% | +$59.9K | 0.03% | 224 |
|
|
2022
Q4 | $455K | Hold |
4,872
| – | – | 0.03% | 249 |
|
|
2022
Q3 | $455K | Sell |
4,872
-135
| -3% | -$12.6K | 0.03% | 249 |
|
|
2022
Q2 | $445K | Sell |
5,007
-385
| -7% | -$34.2K | 0.03% | 253 |
|
|
2022
Q1 | $546K | Buy |
5,392
+1,496
| +38% | +$151K | 0.03% | 243 |
|
|
2021
Q4 | $404K | Hold |
3,896
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $422K | Buy |
3,896
+1,373
| +54% | +$149K | 0.02% | 240 |
|
|
2021
Q2 | $269K | Hold |
2,523
| – | – | 0.02% | 289 |
|
|
2021
Q1 | $300K | Buy |
2,523
+171
| +7% | +$20.3K | 0.02% | 245 |
|
|
2020
Q4 | $267K | Sell |
2,352
-50
| -2% | -$5.68K | 0.02% | 242 |
|
|
2020
Q3 | $247K | Buy |
+2,402
| New | +$247K | 0.02% | 232 |
|
|
2020
Q1 | – | Sell |
-1,815
| Closed | -$209K | – | 263 |
|
|
2019
Q4 | $209K | Buy |
+1,815
| New | +$209K | 0.02% | 257 |
|
|
2019
Q2 | – | Sell |
-2,307
| Closed | -$203K | – | 252 |
|
|
2019
Q1 | $203K | Buy |
+2,307
| New | +$203K | 0.02% | 243 |
|