CWA Asset Management Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
7,617
-1,220
| -14% | -$210K | 0.06% | 283 |
|
|
2025
Q1 | $1.95M | Buy |
8,837
+3,848
| +77% | +$850K | 0.09% | 193 |
|
|
2024
Q4 | $1.02M | Buy |
4,989
+2,187
| +78% | +$449K | 0.05% | 250 |
|
|
2024
Q3 | $503K | Buy |
+2,802
| New | +$503K | 0.03% | 362 |
|
|
2024
Q1 | $303K | Buy |
+1,896
| New | +$303K | 0.02% | 418 |
|
|
2023
Q1 | – | Sell |
-4,149
| Closed | -$419K | – | 333 |
|
|
2022
Q4 | $419K | Buy |
4,149
+175
| +4% | +$17.7K | 0.03% | 210 |
|
|
2022
Q3 | $372K | Buy |
3,974
+964
| +32% | +$90.2K | 0.04% | 204 |
|
|
2022
Q2 | $268K | Buy |
+3,010
| New | +$268K | 0.03% | 244 |
|