WestEnd 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 | $2.24K | Sell |
13
-3
| -19% | -$517 | ﹤0.01% | 138 |
|
|
2025
Q1 | $3.53K | Buy |
16
+11
| +220% | +$2.43K | ﹤0.01% | 120 |
|
|
2024
Q4 | $1.03K | Buy |
5
+1
| +25% | +$205 | ﹤0.01% | 134 |
|
|
2024
Q3 | $719 | Buy |
4
+1
| +33% | +$180 | ﹤0.01% | 147 |
|
|
2024
Q2 | $447 | Buy |
3
+1
| +50% | +$149 | ﹤0.01% | 173 |
|
|
2024
Q1 | $320 | Buy |
+2
| New | +$320 | ﹤0.01% | 197 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$404 | – | 319 |
|
|
2022
Q4 | $404 | Hold |
4
| – | – | ﹤0.01% | 164 |
|
|
2022
Q3 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 211 |
|
|
2022
Q2 | $444 | Buy |
+5
| New | +$444 | ﹤0.01% | 141 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$415 | – | 150 |
|
|
2021
Q4 | $415 | Buy |
+4
| New | +$415 | ﹤0.01% | 169 |
|
|
2021
Q3 | – | Hold |
0
| – | -$427K | – | 157 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 163 |
|