Wambolt & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
2,888
+586
| +25% | +$101K | 0.17% | 114 |
|
|
2025
Q1 | $511K | Sell |
2,302
-475
| -17% | -$105K | 0.17% | 113 |
|
|
2024
Q4 | $570K | Sell |
2,777
-52
| -2% | -$10.7K | 0.18% | 115 |
|
|
2024
Q3 | $513K | Sell |
2,829
-16
| -0.6% | -$2.9K | 0.14% | 123 |
|
|
2024
Q2 | $419K | Sell |
2,845
-53
| -2% | -$7.8K | 0.12% | 141 |
|
|
2024
Q1 | $460K | Sell |
2,898
-146
| -5% | -$23.2K | 0.14% | 146 |
|
|
2023
Q4 | $404K | Hold |
3,044
| – | – | 0.13% | 180 |
|
|
2023
Q3 | $344K | Buy |
3,044
+165
| +6% | +$18.6K | 0.12% | 192 |
|
|
2023
Q2 | $363K | Sell |
2,879
-331
| -10% | -$41.8K | 0.13% | 184 |
|
|
2023
Q1 | $362K | Sell |
3,210
-697
| -18% | -$78.6K | 0.13% | 192 |
|
|
2022
Q4 | $395K | Sell |
3,907
-150
| -4% | -$15.2K | 0.15% | 171 |
|
|
2022
Q3 | $380K | Hold |
4,057
| – | – | 0.16% | 166 |
|
|
2022
Q2 | $361K | Sell |
4,057
-94
| -2% | -$8.36K | 0.15% | 173 |
|
|
2022
Q1 | $428K | Sell |
4,151
-6
| -0.1% | -$619 | 0.16% | 163 |
|
|
2021
Q4 | $431K | Sell |
4,157
-402
| -9% | -$41.7K | 0.16% | 163 |
|
|
2021
Q3 | $500K | Sell |
4,559
-678
| -13% | -$74.4K | 0.2% | 146 |
|
|
2021
Q2 | $567K | Buy |
5,237
+85
| +2% | +$9.2K | 0.24% | 134 |
|
|
2021
Q1 | $629K | Sell |
5,152
-108
| -2% | -$13.2K | 0.33% | 104 |
|
|
2020
Q4 | $599K | Buy |
5,260
+64
| +1% | +$7.29K | 0.36% | 97 |
|
|
2020
Q3 | $535K | Sell |
5,196
-64
| -1% | -$6.59K | 0.4% | 89 |
|
|
2020
Q2 | $513K | Buy |
5,260
+1,894
| +56% | +$185K | 0.4% | 88 |
|
|
2020
Q1 | $320K | Buy |
+3,366
| New | +$320K | 0.33% | 104 |
|