WhitTier Trust Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
2,752
-80
| -3% | -$13.8K | 0.01% | 403 |
|
|
2025
Q1 | $625K | Buy |
2,832
+70
| +3% | +$15.5K | 0.02% | 350 |
|
|
2024
Q4 | $567K | Sell |
2,762
-80
| -3% | -$16.4K | 0.01% | 350 |
|
|
2024
Q3 | $511K | Sell |
2,842
-42
| -1% | -$7.55K | 0.01% | 358 |
|
|
2024
Q2 | $430K | Sell |
2,884
-1
| -0% | -$149 | 0.01% | 366 |
|
|
2024
Q1 | $461K | Sell |
2,885
-126
| -4% | -$20.1K | 0.01% | 351 |
|
|
2023
Q4 | $400K | Buy |
3,011
+4
| +0.1% | +$531 | 0.01% | 371 |
|
|
2023
Q3 | $340K | Hold |
3,007
| – | – | 0.01% | 377 |
|
|
2023
Q2 | $379K | Buy |
3,007
+25
| +0.8% | +$3.15K | 0.01% | 375 |
|
|
2023
Q1 | $337K | Sell |
2,982
-60
| -2% | -$6.78K | 0.01% | 389 |
|
|
2022
Q4 | $307K | Buy |
3,042
+104
| +4% | +$10.5K | 0.01% | 403 |
|
|
2022
Q3 | $275K | Sell |
2,938
-336
| -10% | -$31.5K | 0.01% | 413 |
|
|
2022
Q2 | $291K | Buy |
3,274
+319
| +11% | +$28.4K | 0.01% | 406 |
|
|
2022
Q1 | $300K | Buy |
2,955
+61
| +2% | +$6.19K | 0.01% | 413 |
|
|
2021
Q4 | $300K | Buy |
2,894
+138
| +5% | +$14.3K | 0.01% | 412 |
|
|
2021
Q3 | $299K | Buy |
2,756
+5
| +0.2% | +$542 | 0.01% | 402 |
|
|
2021
Q2 | $294K | Hold |
2,751
| – | – | 0.01% | 405 |
|
|
2021
Q1 | $327K | Hold |
2,751
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $313K | Hold |
2,751
| – | – | 0.02% | 375 |
|
|
2020
Q3 | $283K | Hold |
2,751
| – | – | 0.02% | 374 |
|
|
2020
Q2 | $269K | Hold |
2,751
| – | – | 0.02% | 368 |
|
|
2020
Q1 | $261K | Sell |
2,751
-210
| -7% | -$19.9K | 0.02% | 350 |
|
|
2019
Q4 | $342K | Hold |
2,961
| – | – | 0.02% | 345 |
|
|
2019
Q3 | $307K | Buy |
2,961
+428
| +17% | +$44.4K | 0.02% | 359 |
|
|
2019
Q2 | $231K | Hold |
2,533
| – | – | 0.02% | 378 |
|
|
2019
Q1 | $224K | Hold |
2,533
| – | – | 0.02% | 380 |
|
|
2018
Q4 | $186K | Buy |
2,533
+47
| +2% | +$3.45K | 0.02% | 386 |
|
|
2018
Q3 | $205K | Hold |
2,486
| – | – | 0.01% | 394 |
|
|
2018
Q2 | $184K | Hold |
2,486
| – | – | 0.01% | 399 |
|
|
2018
Q1 | $177K | Hold |
2,486
| – | – | 0.01% | 396 |
|
|
2017
Q4 | $163K | Hold |
2,486
| – | – | 0.01% | 379 |
|
|
2017
Q3 | $160K | Buy |
2,486
+30
| +1% | +$1.93K | 0.01% | 365 |
|
|
2017
Q2 | $150K | Hold |
2,456
| – | – | 0.01% | 370 |
|
|
2017
Q1 | $142K | Hold |
2,456
| – | – | 0.01% | 378 |
|
|
2016
Q4 | $131K | Hold |
2,456
| – | – | 0.01% | 389 |
|
|
2016
Q3 | $122K | Hold |
2,456
| – | – | 0.01% | 393 |
|
|
2016
Q2 | $134K | Hold |
2,456
| – | – | 0.02% | 385 |
|
|
2016
Q1 | $126K | Hold |
2,456
| – | – | 0.01% | 393 |
|
|
2015
Q4 | $112K | Hold |
2,456
| – | – | 0.01% | 414 |
|
|
2015
Q3 | $106K | Hold |
2,456
| – | – | 0.01% | 414 |
|
|
2015
Q2 | $102K | Hold |
2,456
| – | – | 0.01% | 436 |
|
|
2015
Q1 | $98K | Hold |
2,456
| – | – | 0.01% | 447 |
|
|
2014
Q4 | $87K | Hold |
2,456
| – | – | 0.01% | 453 |
|
|
2014
Q3 | $79K | Hold |
2,456
| – | – | 0.01% | 467 |
|
|
2014
Q2 | $74K | Hold |
2,456
| – | – | 0.01% | 484 |
|
|
2014
Q1 | $70K | Hold |
2,456
| – | – | 0.01% | 492 |
|
|
2013
Q4 | $73K | Hold |
2,456
| – | – | 0.01% | 473 |
|
|
2013
Q3 | $62K | Hold |
2,456
| – | – | 0.01% | 479 |
|
|
2013
Q2 | $54K | Buy |
+2,456
| New | +$54K | 0.01% | 497 |
|