NWAM LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
+3,244
| New | +$457K | 0.04% | 351 |
|
|
2025
Q1 | – | Sell |
-1,354
| Closed | -$278K | – | 536 |
|
|
2024
Q4 | $278K | Sell |
1,354
-140
| -9% | -$28.8K | 0.02% | 497 |
|
|
2024
Q3 | $268K | Sell |
1,494
-8
| -0.5% | -$1.44K | 0.02% | 528 |
|
|
2024
Q2 | $224K | Sell |
1,502
-6
| -0.4% | -$894 | 0.07% | 138 |
|
|
2024
Q1 | $239K | Buy |
+1,508
| New | +$239K | 0.02% | 491 |
|
|
2020
Q1 | – | Sell |
-2,623
| Closed | -$303K | – | 381 |
|
|
2019
Q4 | $303K | Sell |
2,623
-255
| -9% | -$29.5K | 0.05% | 300 |
|
|
2019
Q3 | $298K | Buy |
2,878
+225
| +8% | +$23.3K | 0.06% | 280 |
|
|
2019
Q2 | $242K | Sell |
2,653
-308
| -10% | -$28.1K | 0.05% | 301 |
|
|
2019
Q1 | $261K | Hold |
2,961
| – | – | 0.06% | 283 |
|
|
2018
Q4 | $218K | Sell |
2,961
-126
| -4% | -$9.28K | 0.06% | 285 |
|
|
2018
Q3 | $254K | Hold |
3,087
| – | – | 0.06% | 285 |
|
|
2018
Q2 | $229K | Sell |
3,087
-455
| -13% | -$33.8K | 0.05% | 291 |
|
|
2018
Q1 | $253K | Sell |
3,542
-92
| -3% | -$6.57K | 0.06% | 273 |
|
|
2017
Q4 | $238K | Sell |
3,634
-108
| -3% | -$7.07K | 0.06% | 263 |
|
|
2017
Q3 | $241K | Hold |
3,742
| – | – | 0.06% | 267 |
|
|
2017
Q2 | $229K | Buy |
3,742
+70
| +2% | +$4.28K | 0.04% | 265 |
|
|
2017
Q1 | $212K | Buy |
+3,672
| New | +$212K | 0.06% | 270 |
|