West Branch Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $26.5K | Sell |
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|
2024
Q4 | $27.9K | Buy |
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|
2024
Q3 | $21.6K | Hold |
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|
2024
Q2 | $17.9K | Hold |
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|
2024
Q1 | $19.2K | Hold |
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|
2023
Q4 | $15.9K | Hold |
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|
2023
Q3 | $13.6K | Hold |
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|
2023
Q2 | $15.1K | Hold |
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|
2023
Q1 | $13.6K | Sell |
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|
2022
Q4 | $32K | Sell |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $80K | Hold |
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|
2021
Q3 | $84K | Sell |
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|
2021
Q2 | $87K | Buy |
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