Waverly Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
7,294
-607
| -8% | -$105K | 0.01% | 569 |
|
|
2025
Q1 | $1.74M | Buy |
7,901
+401
| +5% | +$88.6K | 0.02% | 504 |
|
|
2024
Q4 | $1.54M | Buy |
7,500
+5,738
| +326% | +$1.18M | 0.02% | 434 |
|
|
2024
Q3 | $317K | Sell |
1,762
-152
| -8% | -$27.3K | 0.01% | 674 |
|
|
2024
Q2 | $285K | Sell |
1,914
-78
| -4% | -$11.6K | 0.01% | 676 |
|
|
2024
Q1 | $318K | Buy |
+1,992
| New | +$318K | 0.01% | 554 |
|
|
2018
Q1 | – | Sell |
-700
| Closed | -$46K | – | 253 |
|
|
2017
Q4 | $46K | Buy |
+700
| New | +$46K | 0.01% | 255 |
|
|
2015
Q4 | – | Sell |
-812
| Closed | -$35K | – | 223 |
|
|
2015
Q3 | $35K | Buy |
+812
| New | +$35K | 0.02% | 178 |
|