Pacific Capital Wealth Advisors’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-119	Closed	-$24.4K	–	188
2024 Q4	$24.4K	Sell	119 -8	-6%	-$1.64K	﹤0.01%	203
2024 Q3	$22.8K	Buy	127 +8	+7%	+$1.44K	﹤0.01%	225
2024 Q2	$17.7K	Buy	119 +105	+750%	+$15.6K	﹤0.01%	249
2024 Q1	$2.24K	Buy	+14	New	+$2.24K	﹤0.01%	427