Western Pacific Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
877
| – | – | 0.15% | 83 |
|
|
2025
Q1 | $194K | Sell |
877
-1,295
| -60% | -$286K | 0.18% | 62 |
|
|
2024
Q4 | $446K | Buy |
2,172
+710
| +49% | +$146K | 0.36% | 30 |
|
|
2024
Q3 | $263K | Hold |
1,462
| – | – | 0.17% | 44 |
|
|
2024
Q2 | $218K | Sell |
1,462
-295
| -17% | -$44K | 0.16% | 45 |
|
|
2024
Q1 | $281K | Sell |
1,757
-305
| -15% | -$48.7K | 0.2% | 33 |
|
|
2023
Q4 | $274K | Buy |
2,062
+95
| +5% | +$12.6K | 0.2% | 34 |
|
|
2023
Q3 | $222K | Buy |
1,967
+195
| +11% | +$22K | 0.18% | 38 |
|
|
2023
Q2 | $224K | Hold |
1,772
| – | – | 0.17% | 36 |
|
|
2023
Q1 | $200K | Hold |
1,772
| – | – | 0.15% | 37 |
|
|
2022
Q4 | $179K | Buy |
1,772
+550
| +45% | +$55.6K | 0.15% | 40 |
|
|
2022
Q3 | $114K | Buy |
+1,222
| New | +$114K | 0.11% | 45 |
|