WBH Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
2,520
| – | – | 0.04% | 239 |
|
|
2025
Q1 | $556K | Hold |
2,520
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $518K | Buy |
2,520
+27
| +1% | +$5.55K | 0.05% | 212 |
|
|
2024
Q3 | $448K | Hold |
2,493
| – | – | 0.04% | 224 |
|
|
2024
Q2 | $372K | Hold |
2,493
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $398K | Buy |
2,493
+7
| +0.3% | +$1.12K | 0.04% | 233 |
|
|
2023
Q4 | $330K | Hold |
2,486
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $281K | Sell |
2,486
-63
| -2% | -$7.12K | 0.03% | 258 |
|
|
2023
Q2 | $322K | Buy |
2,549
+63
| +3% | +$7.95K | 0.04% | 247 |
|
|
2023
Q1 | $281K | Buy |
+2,486
| New | +$281K | 0.04% | 256 |
|
|
2022
Q3 | $233K | Hold |
2,486
| – | – | 0.03% | 261 |
|
|
2022
Q2 | $230K | Sell |
2,486
-86
| -3% | -$7.96K | 0.03% | 283 |
|
|
2022
Q1 | $269K | Hold |
2,572
| – | – | 0.03% | 271 |
|
|
2021
Q4 | $267K | Buy |
2,572
+150
| +6% | +$15.6K | 0.03% | 280 |
|
|
2021
Q3 | $263K | Hold |
2,422
| – | – | 0.04% | 256 |
|
|
2021
Q2 | $270K | Hold |
2,422
| – | – | 0.04% | 234 |
|
|
2021
Q1 | $288K | Hold |
2,422
| – | – | 0.05% | 228 |
|
|
2020
Q4 | $264K | Hold |
2,422
| – | – | 0.05% | 231 |
|
|
2020
Q3 | $250K | Sell |
2,422
-70
| -3% | -$7.23K | 0.05% | 220 |
|
|
2020
Q2 | $243K | Sell |
2,492
-120
| -5% | -$11.7K | 0.06% | 215 |
|
|
2020
Q1 | $248 | Sell |
2,612
-214
| -8% | -$20 | 0.06% | 198 |
|
|
2019
Q4 | $326K | Sell |
2,826
-70
| -2% | -$8.08K | 0.07% | 194 |
|
|
2019
Q3 | $299K | Buy |
2,896
+622
| +27% | +$64.2K | 0.07% | 196 |
|
|
2019
Q2 | $207K | Sell |
2,274
-35
| -2% | -$3.19K | 0.05% | 225 |
|
|
2019
Q1 | $203K | Buy |
+2,309
| New | +$203K | 0.05% | 228 |
|