WESCAP Management Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
16,030
-310
| -2% | -$53.4K | 0.63% | 36 |
|
|
2025
Q1 | $3.61M | Hold |
16,340
| – | – | 0.88% | 29 |
|
|
2024
Q4 | $3.36M | Hold |
16,340
| – | – | 0.81% | 30 |
|
|
2024
Q3 | $2.94M | Sell |
16,340
-284
| -2% | -$51K | 0.74% | 30 |
|
|
2024
Q2 | $2.48M | Hold |
16,624
| – | – | 0.7% | 30 |
|
|
2024
Q1 | $2.66M | Sell |
16,624
-83
| -0.5% | -$13.3K | 0.77% | 29 |
|
|
2023
Q4 | $2.22M | Sell |
16,707
-489
| -3% | -$65K | 0.72% | 32 |
|
|
2023
Q3 | $1.94M | Sell |
17,196
-646
| -4% | -$73K | 0.69% | 33 |
|
|
2023
Q2 | $2.25M | Hold |
17,842
| – | – | 0.79% | 28 |
|
|
2023
Q1 | $2.02M | Sell |
17,842
-733
| -4% | -$82.9K | 0.71% | 31 |
|
|
2022
Q4 | $1.88M | Sell |
18,575
-155
| -0.8% | -$15.7K | 0.66% | 35 |
|
|
2022
Q3 | $1.75M | Sell |
18,730
-541
| -3% | -$50.6K | 0.67% | 35 |
|
|
2022
Q2 | $1.71M | Sell |
19,271
-365
| -2% | -$32.5K | 0.59% | 38 |
|
|
2022
Q1 | $1.99M | Sell |
19,636
-338
| -2% | -$34.3K | 0.56% | 42 |
|
|
2021
Q4 | $2.07M | Sell |
19,974
-1,889
| -9% | -$196K | 0.57% | 42 |
|
|
2021
Q3 | $2.37M | Sell |
21,863
-137
| -0.6% | -$14.9K | 0.69% | 34 |
|
|
2021
Q2 | $2.35M | Sell |
22,000
-243
| -1% | -$26K | 0.68% | 34 |
|
|
2021
Q1 | $2.65M | Sell |
22,243
-962
| -4% | -$114K | 0.73% | 33 |
|
|
2020
Q4 | $2.64M | Sell |
23,205
-1,773
| -7% | -$202K | 0.79% | 31 |
|
|
2020
Q3 | $2.57M | Sell |
24,978
-1,611
| -6% | -$166K | 0.86% | 31 |
|
|
2020
Q2 | $2.6M | Sell |
26,589
-1,577
| -6% | -$154K | 0.92% | 28 |
|
|
2020
Q1 | $2.68M | Sell |
28,166
-767
| -3% | -$72.8K | 1.12% | 24 |
|
|
2019
Q4 | $3.35M | Sell |
28,933
-1,144
| -4% | -$132K | 1.3% | 20 |
|
|
2019
Q3 | $3.12M | Sell |
30,077
-1,932
| -6% | -$200K | 1.28% | 21 |
|
|
2019
Q2 | $2.92M | Sell |
32,009
-274
| -0.8% | -$25K | 1.21% | 24 |
|
|
2019
Q1 | $2.85M | Sell |
32,283
-569
| -2% | -$50.2K | 1.21% | 23 |
|
|
2018
Q4 | $2.41M | Hold |
32,852
| – | – | 1.15% | 22 |
|
|
2018
Q3 | $2.71M | Sell |
32,852
-206
| -0.6% | -$17K | 1.37% | 20 |
|
|
2018
Q2 | $2.45M | Hold |
33,058
| – | – | 1.18% | 19 |
|
|
2018
Q1 | $2.36M | Sell |
33,058
-714
| -2% | -$50.9K | 0.94% | 23 |
|
|
2017
Q4 | $2.21M | Buy |
33,772
+216
| +0.6% | +$14.2K | 0.87% | 29 |
|
|
2017
Q3 | $2.16M | Hold |
33,556
| – | – | 0.97% | 26 |
|
|
2017
Q2 | $2.05M | Sell |
33,556
-892
| -3% | -$54.5K | 0.97% | 26 |
|
|
2017
Q1 | $1.99M | Sell |
34,448
-3,474
| -9% | -$200K | 0.97% | 26 |
|
|
2016
Q4 | $2.02M | Sell |
37,922
-1,306
| -3% | -$69.4K | 1.03% | 22 |
|
|
2016
Q3 | $1.95M | Sell |
39,228
-5,146
| -12% | -$256K | 1.02% | 20 |
|
|
2016
Q2 | $2.41M | Sell |
44,374
-2,670
| -6% | -$145K | 1.19% | 18 |
|
|
2016
Q1 | $2.41M | Sell |
47,044
-1,052
| -2% | -$54K | 1.21% | 17 |
|
|
2015
Q4 | $2.2M | Buy |
+48,096
| New | +$2.2M | 1.18% | 14 |
|