Westfield Capital 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 | – | Sell |
-1,650
| Closed | -$364K | – | 254 |
|
|
2025
Q1 | $364K | Buy |
+1,650
| New | +$364K | ﹤0.01% | 241 |
|
|
2020
Q2 | – | Sell |
-705,628
| Closed | -$67M | – | 242 |
|
|
2020
Q1 | $67M | Buy |
705,628
+162,938
| +30% | +$15.5M | 0.59% | 53 |
|
|
2019
Q4 | $62.8M | Buy |
542,690
+34,406
| +7% | +$3.98M | 0.45% | 79 |
|
|
2019
Q3 | $52.7M | Buy |
508,284
+51,508
| +11% | +$5.34M | 0.42% | 83 |
|
|
2019
Q2 | $41.6M | Buy |
456,776
+5,775
| +1% | +$526K | 0.31% | 112 |
|
|
2019
Q1 | $39.8M | Buy |
+451,001
| New | +$39.8M | 0.3% | 105 |
|