West Branch Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-120
| Closed | -$26.5K | – | 494 |
|
|
2025
Q1 | $26.5K | Sell |
120
-16
| -12% | -$3.53K | 0.01% | 196 |
|
|
2024
Q4 | $27.9K | Buy |
136
+16
| +13% | +$3.29K | 0.01% | 194 |
|
|
2024
Q3 | $21.6K | Hold |
120
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $17.9K | Hold |
120
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $19.2K | Hold |
120
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $15.9K | Hold |
120
| – | – | 0.01% | 244 |
|
|
2023
Q3 | $13.6K | Hold |
120
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $15.1K | Hold |
120
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $13.6K | Sell |
120
-197
| -62% | -$22.3K | 0.01% | 260 |
|
|
2022
Q4 | $32K | Sell |
317
-413
| -57% | -$41.7K | 0.02% | 192 |
|
|
2022
Q3 | $68K | Hold |
730
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $65K | Hold |
730
| – | – | 0.04% | 158 |
|
|
2022
Q1 | $74K | Sell |
730
-40
| -5% | -$4.06K | 0.04% | 158 |
|
|
2021
Q4 | $80K | Hold |
770
| – | – | 0.03% | 163 |
|
|
2021
Q3 | $84K | Sell |
770
-40
| -5% | -$4.36K | 0.04% | 149 |
|
|
2021
Q2 | $87K | Buy |
+810
| New | +$87K | 0.04% | 150 |
|