Wintrust Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22K | Sell |
110
-510
| -82% | -$102K | 0.02% | 377 |
|
|
2024
Q3 | $111K | Sell |
620
-5,668
| -90% | -$1.01M | 0.08% | 193 |
|
|
2024
Q2 | $937K | Buy |
6,288
+20
| +0.3% | +$2.98K | 0.08% | 202 |
|
|
2024
Q1 | $1M | Buy |
6,268
+328
| +6% | +$52.4K | 0.09% | 189 |
|
|
2023
Q4 | $789K | Sell |
5,940
-43
| -0.7% | -$5.71K | 0.08% | 209 |
|
|
2023
Q3 | $676K | Sell |
5,983
-166
| -3% | -$18.8K | 0.07% | 225 |
|
|
2023
Q2 | $776K | Sell |
6,149
-200
| -3% | -$25.2K | 0.08% | 204 |
|
|
2023
Q1 | $718K | Hold |
6,349
| – | – | 0.09% | 162 |
|
|
2022
Q4 | $642K | Sell |
6,349
-65
| -1% | -$6.57K | 0.08% | 182 |
|
|
2022
Q3 | $600K | Sell |
6,414
-81
| -1% | -$7.58K | 0.08% | 203 |
|
|
2022
Q2 | $578K | Sell |
6,495
-738
| -10% | -$65.7K | 0.07% | 212 |
|
|
2022
Q1 | $733K | Sell |
7,233
-550
| -7% | -$55.7K | 0.07% | 204 |
|
|
2021
Q4 | $808K | Buy |
+7,783
| New | +$808K | 0.08% | 197 |
|
|
2021
Q3 | – | Sell |
-8,031
| Closed | -$858K | – | 322 |
|
|
2021
Q2 | $858K | Sell |
8,031
-20
| -0.2% | -$2.14K | 0.09% | 179 |
|
|
2021
Q1 | $958K | Buy |
+8,051
| New | +$958K | 0.1% | 175 |
|
|
2020
Q4 | – | Sell |
-9,444
| Closed | -$973K | – | 242 |
|
|
2020
Q3 | $973K | Buy |
9,444
+60
| +0.6% | +$6.18K | 0.13% | 134 |
|
|
2020
Q2 | $916K | Sell |
9,384
-888
| -9% | -$86.7K | 0.13% | 128 |
|
|
2020
Q1 | $976K | Buy |
10,272
+1,773
| +21% | +$168K | 0.16% | 108 |
|
|
2019
Q4 | $983K | Sell |
8,499
-8,608
| -50% | -$996K | 0.14% | 125 |
|
|
2019
Q3 | $1.12M | Buy |
+17,107
| New | +$1.12M | 0.17% | 112 |
|