Westbourne Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $597K | Hold |
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|
2025
Q2 | $799K | Sell |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $989K | Hold |
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|
2024
Q3 | $865K | Hold |
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|
2024
Q2 | $718K | Hold |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $683K | Sell |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $675K | Sell |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $911K | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.92M | Sell |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.38M | Sell |
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|
2019
Q3 | $2.17M | Buy |
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