NWAM LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Sell |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $241K | Hold |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | $212K | Buy |
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