Washington Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Sell |
4,997
-1,196
| -19% | -$206K | 0.03% | 152 |
|
|
2025
Q1 | $1.37M | Sell |
6,193
-273
| -4% | -$60.3K | 0.05% | 131 |
|
|
2024
Q4 | $1.33M | Sell |
6,466
-77
| -1% | -$15.8K | 0.05% | 136 |
|
|
2024
Q3 | $1.18M | Sell |
6,543
-1,352
| -17% | -$243K | 0.04% | 140 |
|
|
2024
Q2 | $1.18M | Sell |
7,895
-948
| -11% | -$141K | 0.04% | 140 |
|
|
2024
Q1 | $1.41M | Sell |
8,843
-50
| -0.6% | -$7.99K | 0.05% | 136 |
|
|
2023
Q4 | $1.18M | Sell |
8,893
-130
| -1% | -$17.3K | 0.05% | 140 |
|
|
2023
Q3 | $1.02M | Hold |
9,023
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $1.14M | Buy |
9,023
+1,070
| +13% | +$135K | 0.05% | 134 |
|
|
2023
Q1 | $899K | Hold |
7,953
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $804K | Hold |
7,953
| – | – | 0.04% | 149 |
|
|
2022
Q3 | $744K | Hold |
7,953
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $708K | Sell |
7,953
-125
| -2% | -$11.1K | 0.03% | 148 |
|
|
2022
Q1 | $819K | Buy |
8,078
+260
| +3% | +$26.4K | 0.03% | 152 |
|
|
2021
Q4 | $811K | Sell |
7,818
-325
| -4% | -$33.7K | 0.03% | 154 |
|
|
2021
Q3 | $884K | Buy |
8,143
+100
| +1% | +$10.9K | 0.02% | 189 |
|
|
2021
Q2 | $860K | Hold |
8,043
| – | – | 0.02% | 186 |
|
|
2021
Q1 | $957K | Buy |
8,043
+186
| +2% | +$22.1K | 0.03% | 177 |
|
|
2020
Q4 | $895K | Buy |
7,857
+325
| +4% | +$37K | 0.03% | 180 |
|
|
2020
Q3 | $776K | Sell |
7,532
-370
| -5% | -$38.1K | 0.03% | 178 |
|
|
2020
Q2 | $767K | Buy |
7,902
+5
| +0.1% | +$485 | 0.03% | 170 |
|
|
2020
Q1 | $750K | Buy |
+7,897
| New | +$750K | 0.04% | 178 |
|
|
2019
Q4 | – | Sell |
-7,647
| Closed | -$812K | – | 191 |
|
|
2019
Q3 | $812K | Buy |
7,647
+484
| +7% | +$51.4K | 0.04% | 141 |
|
|
2019
Q2 | $653K | Hold |
7,163
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $612K | Sell |
7,163
-86
| -1% | -$7.35K | 0.03% | 159 |
|
|
2018
Q4 | $533K | Sell |
7,249
-293
| -4% | -$21.5K | 0.03% | 161 |
|
|
2018
Q3 | $621K | Hold |
7,542
| – | – | 0.03% | 160 |
|
|
2018
Q2 | $559K | Sell |
7,542
-12
| -0.2% | -$889 | 0.03% | 166 |
|
|
2018
Q1 | $539K | Sell |
7,554
-56
| -0.7% | -$4K | 0.03% | 144 |
|
|
2017
Q4 | $499K | Hold |
7,610
| – | – | 0.03% | 153 |
|
|
2017
Q3 | $491K | Sell |
7,610
-46
| -0.6% | -$2.97K | 0.03% | 153 |
|
|
2017
Q2 | $468K | Sell |
7,656
-10
| -0.1% | -$611 | 0.03% | 154 |
|
|
2017
Q1 | $442K | Buy |
7,666
+10
| +0.1% | +$577 | 0.03% | 156 |
|
|
2016
Q4 | $407K | Buy |
7,656
+42
| +0.6% | +$2.23K | 0.03% | 155 |
|
|
2016
Q3 | $379K | Sell |
7,614
-10
| -0.1% | -$498 | 0.02% | 156 |
|
|
2016
Q2 | $414K | Hold |
7,624
| – | – | 0.03% | 150 |
|
|
2016
Q1 | $391K | Buy |
7,624
+318
| +4% | +$16.3K | 0.03% | 157 |
|
|
2015
Q4 | $334K | Sell |
7,306
-400
| -5% | -$18.3K | 0.02% | 162 |
|
|
2015
Q3 | $334K | Buy |
7,706
+76
| +1% | +$3.29K | 0.02% | 159 |
|
|
2015
Q2 | $316K | Hold |
7,630
| – | – | 0.02% | 174 |
|
|
2015
Q1 | $303K | Buy |
7,630
+400
| +6% | +$15.9K | 0.02% | 178 |
|
|
2014
Q4 | $257K | Buy |
7,230
+570
| +9% | +$20.3K | 0.02% | 183 |
|
|
2014
Q3 | $215K | Hold |
6,660
| – | – | 0.02% | 181 |
|
|
2014
Q2 | $201K | Buy |
+6,660
| New | +$201K | 0.01% | 186 |
|
|
2014
Q1 | – | Sell |
-7,260
| Closed | -$214K | – | 196 |
|
|
2013
Q4 | $214K | Buy |
+7,260
| New | +$214K | 0.02% | 195 |
|