Wedbush Securities’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
8,747
-977
| -10% | -$168K | 0.05% | 296 |
|
|
2025
Q1 | $2.15M | Sell |
9,724
-375
| -4% | -$82.8K | 0.08% | 183 |
|
|
2024
Q4 | $2.08M | Buy |
10,099
+149
| +1% | +$30.6K | 0.07% | 191 |
|
|
2024
Q3 | $1.79M | Sell |
9,950
-3,525
| -26% | -$633K | 0.07% | 217 |
|
|
2024
Q2 | $2.01M | Sell |
13,475
-499
| -4% | -$74.4K | 0.07% | 196 |
|
|
2024
Q1 | $2.23M | Buy |
13,974
+2,639
| +23% | +$422K | 0.08% | 176 |
|
|
2023
Q4 | $1.51M | Sell |
11,335
-918
| -7% | -$122K | 0.07% | 218 |
|
|
2023
Q3 | $1.38M | Sell |
12,253
-1,342
| -10% | -$152K | 0.07% | 221 |
|
|
2023
Q2 | $1.72M | Sell |
13,595
-1,181
| -8% | -$149K | 0.08% | 183 |
|
|
2023
Q1 | $1.67M | Sell |
14,776
-354
| -2% | -$40K | 0.08% | 185 |
|
|
2022
Q4 | $1.53M | Sell |
15,130
-91
| -0.6% | -$9.2K | 0.08% | 198 |
|
|
2022
Q3 | $1.42M | Buy |
15,221
+140
| +0.9% | +$13.1K | 0.08% | 194 |
|
|
2022
Q2 | $1.34M | Sell |
15,081
-81
| -0.5% | -$7.21K | 0.07% | 223 |
|
|
2022
Q1 | $1.54M | Sell |
15,162
-1,428
| -9% | -$145K | 0.07% | 234 |
|
|
2021
Q4 | $1.72M | Sell |
16,590
-5,932
| -26% | -$616K | 0.07% | 216 |
|
|
2021
Q3 | $2.44M | Buy |
22,522
+519
| +2% | +$56.3K | 0.12% | 146 |
|
|
2021
Q2 | $2.35M | Sell |
22,003
-655
| -3% | -$70K | 0.11% | 152 |
|
|
2021
Q1 | $2.7M | Buy |
+22,658
| New | +$2.7M | 0.15% | 116 |
|
|
2020
Q3 | – | Sell |
-3,158
| Closed | -$308K | – | 961 |
|
|
2020
Q2 | $308K | Sell |
3,158
-4,274
| -58% | -$417K | 0.03% | 594 |
|
|
2020
Q1 | $706K | Buy |
7,432
+419
| +6% | +$39.8K | 0.08% | 266 |
|
|
2019
Q4 | $811K | Sell |
7,013
-325
| -4% | -$37.6K | 0.07% | 310 |
|
|
2019
Q3 | $760K | Buy |
7,338
+4,644
| +172% | +$481K | 0.07% | 299 |
|
|
2019
Q2 | $246K | Buy |
2,694
+264
| +11% | +$24.1K | 0.02% | 723 |
|
|
2019
Q1 | $215K | Buy |
+2,430
| New | +$215K | 0.02% | 740 |
|
|
2018
Q4 | – | Sell |
-2,532
| Closed | -$209K | – | 867 |
|
|
2018
Q3 | $209K | Buy |
+2,532
| New | +$209K | 0.02% | 755 |
|
|
2015
Q1 | – | Sell |
-22,100
| Closed | -$784K | – | 758 |
|
|
2014
Q4 | $784K | Hold |
22,100
| – | – | 0.12% | 164 |
|
|
2014
Q3 | $714K | Sell |
22,100
-1,200
| -5% | -$38.8K | 0.11% | 179 |
|
|
2014
Q2 | $703K | Buy |
23,300
+1,200
| +5% | +$36.2K | 0.11% | 191 |
|
|
2014
Q1 | $626K | Sell |
22,100
-2,400
| -10% | -$68K | 0.11% | 192 |
|
|
2013
Q4 | $723K | Sell |
24,500
-2,000
| -8% | -$59K | 0.17% | 146 |
|
|
2013
Q3 | $669K | Hold |
26,500
| – | – | 0.18% | 143 |
|
|
2013
Q2 | $579K | Buy |
+26,500
| New | +$579K | 0.16% | 162 |
|