Wellington Shields Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
1,200
| – | – | 0.04% | 231 |
|
|
2025
Q1 | $265K | Hold |
1,200
| – | – | 0.05% | 197 |
|
|
2024
Q4 | $247K | Hold |
1,200
| – | – | 0.04% | 213 |
|
|
2024
Q3 | $216K | Hold |
1,200
| – | – | 0.04% | 233 |
|
|
2024
Q2 | $179K | Hold |
1,200
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $192K | Buy |
+1,200
| New | +$192K | 0.04% | 237 |
|