West Paces Advisors’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 |
-334
| Closed | -$73.8K | – | 337 |
|
|
2025
Q1 | $73.8K | Hold |
334
| – | – | 0.02% | 202 |
|
|
2024
Q4 | $68.6K | Hold |
334
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $60K | Hold |
334
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $49.8K | Hold |
334
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $53.4K | Sell |
334
-16
| -5% | -$2.56K | 0.01% | 223 |
|
|
2023
Q4 | $46.5K | Buy |
350
+16
| +5% | +$2.13K | 0.01% | 228 |
|
|
2023
Q3 | $37.7K | Sell |
334
-5
| -1% | -$565 | 0.01% | 237 |
|
|
2023
Q2 | $42.8K | Sell |
339
-165
| -33% | -$20.8K | 0.01% | 237 |
|
|
2023
Q1 | $57K | Buy |
504
+450
| +833% | +$50.9K | 0.02% | 213 |
|
|
2022
Q4 | $5.46K | Hold |
54
| – | – | ﹤0.01% | 391 |
|
|
2022
Q3 | $5.05K | Hold |
54
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $4.8K | Hold |
54
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $5.48K | Hold |
54
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $5.61K | Hold |
54
| – | – | ﹤0.01% | 420 |
|
|
2021
Q3 | $5.86K | Hold |
54
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $5.77K | Sell |
54
-36
| -40% | -$3.85K | ﹤0.01% | 416 |
|
|
2021
Q1 | $10.7K | Hold |
90
| – | – | ﹤0.01% | 330 |
|
|
2020
Q4 | $10.2K | Hold |
90
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $9.28K | Hold |
90
| – | – | ﹤0.01% | 309 |
|
|
2020
Q2 | $8.79K | Hold |
90
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $8.55K | Sell |
90
-60
| -40% | -$5.7K | 0.01% | 323 |
|
|
2019
Q4 | $17.3K | Sell |
150
-10
| -6% | -$1.16K | 0.01% | 294 |
|
|
2019
Q3 | $16.6K | Buy |
160
+10
| +7% | +$1.04K | 0.01% | 276 |
|
|
2019
Q2 | $13.7K | Hold |
150
| – | – | 0.01% | 283 |
|
|
2019
Q1 | $13.2K | Hold |
150
| – | – | 0.01% | 292 |
|
|
2018
Q4 | $11K | Hold |
150
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $12.4K | Hold |
150
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $11.1K | Hold |
150
| – | – | 0.01% | 319 |
|
|
2018
Q1 | $10.7K | Hold |
150
| – | – | 0.01% | 308 |
|
|
2017
Q4 | $9.84K | Hold |
150
| – | – | 0.01% | 340 |
|
|
2017
Q3 | $9.67K | Hold |
150
| – | – | 0.01% | 338 |
|
|
2017
Q2 | $9.18K | Hold |
150
| – | – | 0.01% | 346 |
|
|
2017
Q1 | $8.65K | Hold |
150
| – | – | 0.01% | 343 |
|
|
2016
Q4 | $7.97K | Buy |
+150
| New | +$7.97K | 0.01% | 362 |
|