Wealth Enhancement Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
177,458
+14,444
| +9% | +$2.54M | 0.05% | 310 |
|
|
2025
Q1 | $36M | Buy |
163,014
+22,456
| +16% | +$4.96M | 0.07% | 262 |
|
|
2024
Q4 | $28.9M | Buy |
140,558
+49,070
| +54% | +$10.1M | 0.06% | 302 |
|
|
2024
Q3 | $16.4M | Buy |
91,488
+4,492
| +5% | +$807K | 0.04% | 389 |
|
|
2024
Q2 | $13M | Buy |
86,996
+14,178
| +19% | +$2.11M | 0.03% | 416 |
|
|
2024
Q1 | $11.6M | Buy |
72,818
+824
| +1% | +$132K | 0.03% | 433 |
|
|
2023
Q4 | $9.56M | Sell |
71,994
-12,497
| -15% | -$1.66M | 0.03% | 442 |
|
|
2023
Q3 | $9.54M | Buy |
84,491
+82,502
| +4,148% | +$9.32M | 0.03% | 423 |
|
|
2023
Q2 | $251K | Buy |
+1,989
| New | +$251K | ﹤0.01% | 461 |
|
|
2020
Q1 | – | Sell |
-10,726
| Closed | -$1.24M | – | 238 |
|
|
2019
Q4 | $1.24M | Buy |
+10,726
| New | +$1.24M | 0.04% | 160 |
|
|
2019
Q3 | – | Sell |
-20,747
| Closed | -$2.17M | – | 209 |
|
|
2019
Q2 | $2.17M | Buy |
+20,747
| New | +$2.17M | 0.1% | 88 |
|
|
2017
Q1 | – | Sell |
-20,314
| Closed | -$1.08M | – | 151 |
|
|
2016
Q4 | $1.08M | Buy |
+20,314
| New | +$1.08M | 0.13% | 85 |
|
|
2016
Q3 | – | Sell |
-22,530
| Closed | -$1.23M | – | 152 |
|
|
2016
Q2 | $1.23M | Buy |
+22,530
| New | +$1.23M | 0.22% | 93 |
|