Washington Trust Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
757
-228
| -23% | -$39.3K | 0.01% | 234 |
|
|
2025
Q1 | $218K | Buy |
985
+33
| +3% | +$7.29K | 0.02% | 192 |
|
|
2024
Q4 | $196K | Buy |
952
+704
| +284% | +$145K | 0.02% | 200 |
|
|
2024
Q3 | $44.6K | Buy |
248
+8
| +3% | +$1.44K | ﹤0.01% | 333 |
|
|
2024
Q2 | $35.8K | Sell |
240
-1,350
| -85% | -$201K | ﹤0.01% | 349 |
|
|
2024
Q1 | $254K | Hold |
1,590
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $211K | Buy |
1,590
+6
| +0.4% | +$797 | 0.02% | 191 |
|
|
2023
Q3 | $179K | Buy |
1,584
+14
| +0.9% | +$1.58K | 0.02% | 195 |
|
|
2023
Q2 | $198K | Sell |
1,570
-233
| -13% | -$29.4K | 0.02% | 182 |
|
|
2023
Q1 | $204K | Sell |
1,803
-21
| -1% | -$2.37K | 0.02% | 178 |
|
|
2022
Q4 | $184K | Buy |
1,824
+7
| +0.4% | +$707 | 0.02% | 188 |
|
|
2022
Q3 | $170K | Buy |
1,817
+90
| +5% | +$8.42K | 0.02% | 217 |
|
|
2022
Q2 | $153K | Sell |
1,727
-28
| -2% | -$2.48K | 0.01% | 231 |
|
|
2022
Q1 | $178K | Buy |
1,755
+34
| +2% | +$3.45K | 0.01% | 254 |
|
|
2021
Q4 | $178K | Buy |
+1,721
| New | +$178K | 0.01% | 271 |
|