Westbourne Investment 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 | $799K | Sell |
4,634
-181
| -4% | -$31.2K | 0.24% | 63 |
|
|
2025
Q1 | $1.06M | Hold |
4,815
| – | – | 0.38% | 48 |
|
|
2024
Q4 | $989K | Hold |
4,815
| – | – | 0.34% | 48 |
|
|
2024
Q3 | $865K | Hold |
4,815
| – | – | 0.3% | 52 |
|
|
2024
Q2 | $718K | Hold |
4,815
| – | – | 0.26% | 56 |
|
|
2024
Q1 | $770K | Sell |
4,815
-334
| -6% | -$53.4K | 0.28% | 55 |
|
|
2023
Q4 | $684K | Hold |
5,149
| – | – | 0.27% | 57 |
|
|
2023
Q3 | $582K | Sell |
5,149
-262
| -5% | -$29.6K | 0.27% | 58 |
|
|
2023
Q2 | $683K | Sell |
5,411
-363
| -6% | -$45.8K | 0.31% | 57 |
|
|
2023
Q1 | $653K | Sell |
5,774
-908
| -14% | -$103K | 0.32% | 58 |
|
|
2022
Q4 | $675K | Sell |
6,682
-478
| -7% | -$48.3K | 0.34% | 56 |
|
|
2022
Q3 | $670K | Sell |
7,160
-233
| -3% | -$21.8K | 0.36% | 55 |
|
|
2022
Q2 | $658K | Sell |
7,393
-907
| -11% | -$80.7K | 0.41% | 51 |
|
|
2022
Q1 | $842K | Sell |
8,300
-474
| -5% | -$48.1K | 0.35% | 51 |
|
|
2021
Q4 | $911K | Sell |
8,774
-1,890
| -18% | -$196K | 0.36% | 49 |
|
|
2021
Q3 | $1.16M | Sell |
10,664
-3,088
| -22% | -$335K | 0.53% | 41 |
|
|
2021
Q2 | $1.47M | Sell |
13,752
-712
| -5% | -$76.1K | 0.67% | 38 |
|
|
2021
Q1 | $1.72M | Sell |
14,464
-3,259
| -18% | -$388K | 0.86% | 32 |
|
|
2020
Q4 | $2.02M | Sell |
17,723
-242
| -1% | -$27.6K | 1.18% | 23 |
|
|
2020
Q3 | $1.85M | Sell |
17,965
-1,671
| -9% | -$172K | 2.12% | 14 |
|
|
2020
Q2 | $1.92M | Sell |
19,636
-393
| -2% | -$38.4K | 2.36% | 13 |
|
|
2020
Q1 | $1.9M | Sell |
20,029
-571
| -3% | -$54.3K | 1.76% | 14 |
|
|
2019
Q4 | $2.38M | Sell |
20,600
-338
| -2% | -$39.1K | 1.62% | 14 |
|
|
2019
Q3 | $2.17M | Buy |
+20,938
| New | +$2.17M | 1.62% | 17 |
|