Waypoint Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $311K | Buy |
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