Annis Gardner Whiting Capital Advisors’s Fiserv FI Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$546K	Buy
2025 Q2	$370K	Sell
2025 Q1	$494K	Sell
2024 Q4	$1.51M	Hold
2024 Q3	$1.32M	Sell
2024 Q2	$1.16M	Sell
2024 Q1	$1.29M	Sell
2023 Q4	$1.11M	Buy
2023 Q3	$864K	Buy