Welch & Forbes’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149M | Buy |
|
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|
2025
Q1 | $190M | Sell |
|
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|
2024
Q4 | $180M | Sell |
|
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|
2024
Q3 | $161M | Sell |
|
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|
2024
Q2 | $136M | Sell |
|
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|
2024
Q1 | $145M | Sell |
|
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|
2023
Q4 | $121M | Buy |
|
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|
2023
Q3 | $103M | Sell |
|
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|
2023
Q2 | $115M | Sell |
|
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|
2023
Q1 | $104M | Sell |
|
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|
2022
Q4 | $92.9M | Sell |
|
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|
2022
Q3 | $86.8M | Buy |
|
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|
2022
Q2 | $82.5M | Buy |
|
|||||
|
2022
Q1 | $93.2M | Buy |
|
|||||
|
2021
Q4 | $93.3M | Buy |
|
|||||
|
2021
Q3 | $96.1M | Buy |
|
|||||
|
2021
Q2 | $93.8M | Buy |
|
|||||
|
2021
Q1 | $103M | Buy |
|
|||||
|
2020
Q4 | $96.4M | Buy |
|
|||||
|
2020
Q3 | $86.6M | Buy |
|
|||||
|
2020
Q2 | $80.5M | Buy |
|
|||||
|
2020
Q1 | $78.1M | Sell |
|
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|
2019
Q4 | $95.5M | Sell |
|
|||||
|
2019
Q3 | $86.5M | Sell |
|
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|
2019
Q2 | $77.7M | Buy |
|
|||||
|
2019
Q1 | $74.9M | Sell |
|
|||||
|
2018
Q4 | $63.5M | Buy |
|
|||||
|
2018
Q3 | $70.6M | Sell |
|
|||||
|
2018
Q2 | $63.9M | Buy |
|
|||||
|
2018
Q1 | $61.4M | Buy |
|
|||||
|
2017
Q4 | $55.9M | Sell |
|
|||||
|
2017
Q3 | $55.6M | Sell |
|
|||||
|
2017
Q2 | $52.8M | Buy |
|
|||||
|
2017
Q1 | $49.8M | Sell |
|
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|
2016
Q4 | $46.1M | Sell |
|
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|
2016
Q3 | $45.1M | Buy |
|
|||||
|
2016
Q2 | $48.5M | Buy |
|
|||||
|
2016
Q1 | $44M | Buy |
|
|||||
|
2015
Q4 | $35.6M | Buy |
|
|||||
|
2015
Q3 | $32.9M | Buy |
|
|||||
|
2015
Q2 | $29.2M | Buy |
|
|||||
|
2015
Q1 | $27.2M | Buy |
|
|||||
|
2014
Q4 | $24.2M | Sell |
|
|||||
|
2014
Q3 | $22.2M | Sell |
|
|||||
|
2014
Q2 | $20.9M | Buy |
|
|||||
|
2014
Q1 | $19.6M | Sell |
|
|||||
|
2013
Q4 | $20.4M | Sell |
|
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|
2013
Q3 | $17.8M | Sell |
|
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|
2013
Q2 | $15.4M | Buy |
|