Annis Gardner Whiting Capital 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 | $370K | Sell |
2,147
-91
| -4% | -$15.7K | 0.13% | 147 |
|
|
2025
Q1 | $494K | Sell |
2,238
-5,094
| -69% | -$1.12M | 0.21% | 100 |
|
|
2024
Q4 | $1.51M | Hold |
7,332
| – | – | 0.42% | 46 |
|
|
2024
Q3 | $1.32M | Sell |
7,332
-437
| -6% | -$78.5K | 0.37% | 50 |
|
|
2024
Q2 | $1.16M | Sell |
7,769
-274
| -3% | -$40.8K | 0.33% | 55 |
|
|
2024
Q1 | $1.29M | Sell |
8,043
-285
| -3% | -$45.5K | 0.46% | 31 |
|
|
2023
Q4 | $1.11M | Buy |
8,328
+680
| +9% | +$90.3K | 0.49% | 33 |
|
|
2023
Q3 | $864K | Buy |
+7,648
| New | +$864K | 0.46% | 36 |
|