West Family Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
3,272
+1,348
| +70% | +$232K | 0.15% | 141 |
|
|
2025
Q1 | $425K | Sell |
1,924
-237
| -11% | -$52.3K | 0.16% | 126 |
|
|
2024
Q4 | $444K | Sell |
2,161
-30
| -1% | -$6.16K | 0.15% | 134 |
|
|
2024
Q3 | $394K | Buy |
2,191
+209
| +11% | +$37.5K | 0.13% | 158 |
|
|
2024
Q2 | $295K | Hold |
1,982
| – | – | 0.09% | 180 |
|
|
2024
Q1 | $317K | Hold |
1,982
| – | – | 0.1% | 169 |
|
|
2023
Q4 | $263K | Buy |
1,982
+38
| +2% | +$5.05K | 0.09% | 175 |
|
|
2023
Q3 | $220K | Hold |
1,944
| – | – | 0.08% | 198 |
|
|
2023
Q2 | $245K | Buy |
+1,944
| New | +$245K | 0.1% | 195 |
|
|
2022
Q4 | – | Sell |
-2,600
| Closed | -$243K | – | 253 |
|
|
2022
Q3 | $243K | Sell |
2,600
-189
| -7% | -$17.7K | 0.1% | 176 |
|
|
2022
Q2 | $248K | Buy |
+2,789
| New | +$248K | 0.1% | 187 |
|
|
2022
Q1 | – | Sell |
-2,396
| Closed | -$249K | – | 313 |
|
|
2021
Q4 | $249K | Buy |
+2,396
| New | +$249K | 0.07% | 245 |
|
|
2021
Q3 | – | Sell |
-2,740
| Closed | -$293K | – | 357 |
|
|
2021
Q2 | $293K | Buy |
+2,740
| New | +$293K | 0.08% | 234 |
|