West Oak 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 | $690 | Hold |
400
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $883 | Hold |
400
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $822K | Hold |
400
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $719 | Hold |
400
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $59.6K | Buy |
400
+200
| +100% | +$29.8K | 0.02% | 175 |
|
|
2024
Q1 | $32K | Hold |
200
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $27K | Hold |
200
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $23K | Hold |
200
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $25.2K | Hold |
200
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $22.6K | Hold |
200
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $20K | Hold |
200
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $19K | Buy |
+200
| New | +$19K | 0.01% | 201 |
|
|
2018
Q4 | – | Sell |
-350
| Closed | -$28.8K | – | 346 |
|
|
2018
Q3 | $28.8K | Hold |
350
| – | – | 0.02% | 210 |
|
|
2018
Q2 | $25.9K | Hold |
350
| – | – | 0.02% | 211 |
|
|
2018
Q1 | $25K | Hold |
350
| – | – | 0.01% | 215 |
|
|
2017
Q4 | $22.9K | Hold |
350
| – | – | 0.01% | 207 |
|
|
2017
Q3 | $22.6K | Hold |
350
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $21.4K | Sell |
350
-442
| -56% | -$27K | 0.01% | 231 |
|
|
2017
Q1 | $45.7K | Buy |
792
+442
| +126% | +$25.5K | 0.03% | 188 |
|
|
2016
Q4 | $18.6K | Buy |
350
+200
| +133% | +$10.6K | 0.01% | 242 |
|
|
2016
Q3 | $7.46K | Buy |
+150
| New | +$7.46K | 0.01% | 303 |
|