Wellington Shields & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
682
| – | – | 0.03% | 249 |
|
|
2025
Q1 | $151K | Hold |
682
| – | – | 0.05% | 228 |
|
|
2024
Q4 | $140K | Hold |
682
| – | – | 0.04% | 231 |
|
|
2024
Q3 | $123K | Buy |
682
+300
| +79% | +$53.9K | 0.04% | 248 |
|
|
2024
Q2 | $56.9K | Buy |
382
+225
| +143% | +$33.5K | 0.02% | 273 |
|
|
2024
Q1 | $25.1K | Buy |
+157
| New | +$25.1K | 0.01% | 290 |
|