West Coast Financial’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 |
|
|||||
|
2025
Q1 | $506K | Hold |
|
|||||
|
2024
Q4 | $471K | Hold |
|
|||||
|
2024
Q3 | $412K | Hold |
|
|||||
|
2024
Q2 | $342K | Hold |
|
|||||
|
2024
Q1 | $366K | Hold |
|
|||||
|
2023
Q4 | $304K | Hold |
|
|||||
|
2023
Q3 | $259K | Hold |
|
|||||
|
2023
Q2 | $289K | Sell |
|
|||||
|
2023
Q1 | $267K | Hold |
|
|||||
|
2022
Q4 | $239K | Hold |
|
|||||
|
2022
Q3 | $221K | Buy |
|