WBI Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,898
| Closed | -$801K | – | 252 |
|
|
2024
Q4 | $801K | Sell |
3,898
-74
| -2% | -$15.2K | 0.2% | 129 |
|
|
2024
Q3 | $714K | Buy |
+3,972
| New | +$714K | 0.17% | 141 |
|
|
2016
Q2 | – | Sell |
-83,858
| Closed | -$4.3M | – | 175 |
|
|
2016
Q1 | $4.3M | Sell |
83,858
-73,770
| -47% | -$3.78M | 0.16% | 70 |
|
|
2015
Q4 | $7.21M | Sell |
157,628
-14,556
| -8% | -$666K | 0.21% | 88 |
|
|
2015
Q3 | $7.46M | Sell |
172,184
-61,988
| -26% | -$2.68M | 0.26% | 66 |
|
|
2015
Q2 | $9.7M | Buy |
+234,172
| New | +$9.7M | 0.24% | 87 |
|