WESPAC Advisors SoCal’s Fiserv FI Stock Holding History

WESPAC Advisors SoCal’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.61M	Buy
2025 Q1	$1.05M	Buy
2024 Q4	$780K	Buy
2019 Q2	–	Sell
2019 Q1	$37K	Hold
2018 Q4	$30K	Buy