YHB Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,043
| Closed | -$230K | – | 303 |
|
|
2025
Q1 | $230K | Sell |
1,043
-100
| -9% | -$22.1K | 0.02% | 268 |
|
|
2024
Q4 | $235K | Buy |
1,143
+18
| +2% | +$3.7K | 0.02% | 259 |
|
|
2024
Q3 | $202K | Buy |
+1,125
| New | +$202K | 0.02% | 280 |
|
|
2023
Q4 | – | Sell |
-2,479
| Closed | -$280K | – | 269 |
|
|
2023
Q3 | $280K | Sell |
2,479
-500
| -17% | -$56.5K | 0.03% | 231 |
|
|
2023
Q2 | $376K | Sell |
2,979
-658
| -18% | -$83K | 0.04% | 211 |
|
|
2023
Q1 | $411K | Buy |
3,637
+143
| +4% | +$16.2K | 0.04% | 199 |
|
|
2022
Q4 | $353K | Sell |
3,494
-100
| -3% | -$10.1K | 0.04% | 208 |
|
|
2022
Q3 | $336K | Sell |
3,594
-60
| -2% | -$5.61K | 0.04% | 211 |
|
|
2022
Q2 | $325K | Hold |
3,654
| – | – | 0.03% | 216 |
|
|
2022
Q1 | $371K | Hold |
3,654
| – | – | 0.03% | 217 |
|
|
2021
Q4 | $379K | Sell |
3,654
-14
| -0.4% | -$1.45K | 0.03% | 232 |
|
|
2021
Q3 | $398K | Sell |
3,668
-1,649
| -31% | -$179K | 0.03% | 216 |
|
|
2021
Q2 | $568K | Sell |
5,317
-380
| -7% | -$40.6K | 0.05% | 193 |
|
|
2021
Q1 | $713K | Sell |
5,697
-1,355
| -19% | -$170K | 0.06% | 181 |
|
|
2020
Q4 | $803K | Sell |
7,052
-1,340
| -16% | -$153K | 0.08% | 174 |
|
|
2020
Q3 | $865K | Buy |
8,392
+1,684
| +25% | +$174K | 0.09% | 164 |
|
|
2020
Q2 | $655K | Sell |
6,708
-2,215
| -25% | -$216K | 0.09% | 121 |
|
|
2020
Q1 | $848K | Sell |
8,923
-4,654
| -34% | -$442K | 0.15% | 107 |
|
|
2019
Q4 | $1.57M | Sell |
13,577
-200
| -1% | -$23.1K | 0.22% | 90 |
|
|
2019
Q3 | $1.43M | Buy |
13,777
+5,612
| +69% | +$581K | 0.22% | 92 |
|
|
2019
Q2 | $744K | Sell |
8,165
-2,033
| -20% | -$185K | 0.12% | 126 |
|
|
2019
Q1 | $900K | Buy |
+10,198
| New | +$900K | 0.14% | 119 |
|
|
2018
Q4 | – | Sell |
-2,690
| Closed | -$222K | – | 183 |
|
|
2018
Q3 | $222K | Buy |
+2,690
| New | +$222K | 0.03% | 182 |
|
|
2018
Q1 | – | Sell |
-4,258
| Closed | -$279K | – | 186 |
|
|
2017
Q4 | $279K | Hold |
4,258
| – | – | 0.05% | 164 |
|
|
2017
Q3 | $275K | Sell |
4,258
-400
| -9% | -$25.8K | 0.05% | 158 |
|
|
2017
Q2 | $285K | Buy |
4,658
+400
| +9% | +$24.5K | 0.05% | 152 |
|
|
2017
Q1 | $254K | Hold |
4,258
| – | – | 0.05% | 159 |
|
|
2016
Q4 | $226K | Hold |
4,258
| – | – | 0.05% | 165 |
|
|
2016
Q3 | $212K | Sell |
4,258
-34
| -0.8% | -$1.69K | 0.05% | 162 |
|
|
2016
Q2 | $233K | Buy |
+4,292
| New | +$233K | 0.05% | 155 |
|
|
2016
Q1 | – | Sell |
-4,856
| Closed | -$222K | – | 155 |
|
|
2015
Q4 | $222K | Hold |
4,856
| – | – | 0.05% | 152 |
|
|
2015
Q3 | $210K | Sell |
4,856
-24
| -0.5% | -$1.04K | 0.05% | 151 |
|
|
2015
Q2 | $202K | Buy |
+4,880
| New | +$202K | 0.04% | 167 |
|