West Coast Financial’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 |
-2,292
| Closed | -$506K | – | 48 |
|
|
2025
Q1 | $506K | Hold |
2,292
| – | – | 0.06% | 102 |
|
|
2024
Q4 | $471K | Hold |
2,292
| – | – | 0.05% | 109 |
|
|
2024
Q3 | $412K | Hold |
2,292
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $342K | Hold |
2,292
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $366K | Hold |
2,292
| – | – | 0.04% | 118 |
|
|
2023
Q4 | $304K | Hold |
2,292
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $259K | Hold |
2,292
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $289K | Sell |
2,292
-71
| -3% | -$8.96K | 0.04% | 126 |
|
|
2023
Q1 | $267K | Hold |
2,363
| – | – | 0.04% | 123 |
|
|
2022
Q4 | $239K | Hold |
2,363
| – | – | 0.04% | 119 |
|
|
2022
Q3 | $221K | Buy |
+2,363
| New | +$221K | 0.04% | 111 |
|