Waypoint Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $560K | Buy |
3,118
+51
| +2% | +$9.16K | 0.12% | 83 |
|
|
2024
Q2 | $457K | Buy |
3,067
+55
| +2% | +$8.2K | 0.11% | 87 |
|
|
2024
Q1 | $481K | Buy |
3,012
+12
| +0.4% | +$1.92K | 0.13% | 84 |
|
|
2023
Q4 | $399K | Hold |
3,000
| – | – | 0.12% | 90 |
|
|
2023
Q3 | $339K | Sell |
3,000
-23
| -0.8% | -$2.6K | 0.11% | 92 |
|
|
2023
Q2 | $381K | Buy |
3,023
+23
| +0.8% | +$2.9K | 0.12% | 100 |
|
|
2023
Q1 | $339K | Hold |
3,000
| – | – | 0.11% | 105 |
|
|
2022
Q4 | $303K | Hold |
3,000
| – | – | 0.11% | 111 |
|
|
2022
Q3 | $281K | Sell |
3,000
-599
| -17% | -$56.1K | 0.12% | 96 |
|
|
2022
Q2 | $320K | Hold |
3,599
| – | – | 0.15% | 88 |
|
|
2022
Q1 | $365K | Buy |
3,599
+599
| +20% | +$60.7K | 0.21% | 84 |
|
|
2021
Q4 | $311K | Buy |
+3,000
| New | +$311K | 0.21% | 71 |
|