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W.H. Cornerstone Investments’s Fiserv FI Stock Holding History

W.H. Cornerstone Investments’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,123
Closed -$248K – 119
2025
Q1 		$248K Hold
1,123
– – 0.17% 99
2024
Q4 		$231K Sell
1,123
-12
-1% -$2.47K 0.15% 110
2024
Q3 		$204K Buy
+1,135
New +$204K 0.14% 121