Whittier Trust’s Fiserv, Inc. Common Stock FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $821K | Sell |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $932K | Hold |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $763K | Hold |
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|
2023
Q1 | $684K | Hold |
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|
2022
Q4 | $611K | Sell |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $515K | Sell |
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|
2021
Q3 | $762K | Buy |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $782K | Sell |
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|
2020
Q3 | $793K | Buy |
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|
2020
Q2 | $737K | Sell |
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|
2020
Q1 | $719K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $990K | Hold |
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|
2019
Q2 | $871K | Hold |
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|
2019
Q1 | $843K | Sell |
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|
2018
Q4 | $711K | Buy |
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|
2018
Q3 | $787K | Sell |
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|
2018
Q2 | $709K | Hold |
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|
2018
Q1 | $683K | Buy |
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|
2017
Q4 | $626K | Buy |
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|
2017
Q3 | $584K | Hold |
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|
2017
Q2 | $554K | Sell |
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|
2017
Q1 | $588K | Buy |
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|
2016
Q4 | $329K | Sell |
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|
2016
Q3 | $315K | Sell |
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|
2016
Q2 | $348K | Hold |
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|
2016
Q1 | $329K | Buy |
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|
2015
Q4 | $123K | Buy |
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|
2015
Q3 | $104K | Sell |
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|
2015
Q2 | $129K | Hold |
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|
2015
Q1 | $124K | Sell |
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|
2014
Q4 | $167K | Hold |
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|
2014
Q3 | $152K | Hold |
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|
2014
Q2 | $142K | Sell |
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|
2014
Q1 | $145K | Sell |
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|
2013
Q4 | $172K | Hold |
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|
2013
Q3 | $147K | Hold |
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|
2013
Q2 | $127K | Buy |
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