WAS
WESPAC Advisors SoCal’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
9,316
+4,563
| +96% | +$787K | 0.36% | 61 |
|
|
2025
Q1 | $1.05M | Buy |
4,753
+958
| +25% | +$212K | 0.27% | 63 |
|
|
2024
Q4 | $780K | Buy |
+3,795
| New | +$780K | 0.18% | 72 |
|
|
2019
Q2 | – | Sell |
-420
| Closed | -$37K | – | 162 |
|
|
2019
Q1 | $37K | Hold |
420
| – | – | 0.02% | 130 |
|
|
2018
Q4 | $30K | Buy |
+420
| New | +$30K | 0.02% | 147 |
|