Western 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 | $397K | Buy |
2,304
+94
| +4% | +$16.2K | 0.02% | 479 |
|
|
2025
Q1 | $488K | Buy |
2,210
+99
| +5% | +$21.9K | 0.03% | 397 |
|
|
2024
Q4 | $434K | Sell |
2,111
-70
| -3% | -$14.4K | 0.03% | 418 |
|
|
2024
Q3 | $392K | Buy |
2,181
+65
| +3% | +$11.7K | 0.02% | 516 |
|
|
2024
Q2 | $315K | Buy |
2,116
+99
| +5% | +$14.8K | 0.02% | 479 |
|
|
2024
Q1 | $322K | Buy |
2,017
+21
| +1% | +$3.36K | 0.03% | 484 |
|
|
2023
Q4 | $265K | Buy |
1,996
+44
| +2% | +$5.85K | 0.02% | 579 |
|
|
2023
Q3 | $220K | Hold |
1,952
| – | – | 0.02% | 584 |
|
|
2023
Q2 | $246K | Sell |
1,952
-50
| -2% | -$6.31K | 0.02% | 555 |
|
|
2023
Q1 | $226K | Hold |
2,002
| – | – | 0.02% | 582 |
|
|
2022
Q4 | $202K | Sell |
2,002
-2,414
| -55% | -$244K | 0.02% | 575 |
|
|
2022
Q3 | $411K | Buy |
4,416
+571
| +15% | +$53.1K | 0.02% | 551 |
|
|
2022
Q2 | $342K | Sell |
3,845
-286
| -7% | -$25.4K | 0.02% | 574 |
|
|
2022
Q1 | $419K | Buy |
4,131
+1,757
| +74% | +$178K | 0.02% | 581 |
|
|
2021
Q4 | $239K | Buy |
+2,374
| New | +$239K | 0.02% | 534 |
|
|
2021
Q1 | – | Sell |
-2,434
| Closed | -$277K | – | 523 |
|
|
2020
Q4 | $277K | Buy |
+2,434
| New | +$277K | 0.04% | 371 |
|