Westside Investment 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 | $67.8K | Buy |
393
+62
| +19% | +$10.7K | 0.01% | 406 |
|
|
2025
Q1 | $73.1K | Hold |
331
| – | – | 0.02% | 353 |
|
|
2024
Q4 | $68K | Sell |
331
-20
| -6% | -$4.11K | 0.01% | 358 |
|
|
2024
Q3 | $63.1K | Hold |
351
| – | – | 0.01% | 367 |
|
|
2024
Q2 | $52.3K | Hold |
351
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $56.1K | Hold |
351
| – | – | 0.01% | 368 |
|
|
2023
Q4 | $46.6K | Hold |
351
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $39.6K | Hold |
351
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $44.3K | Hold |
351
| – | – | 0.01% | 369 |
|
|
2023
Q1 | $39.7K | Hold |
351
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $35 | Hold |
351
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $32 | Sell |
351
-73
| -17% | -$7 | ﹤0.01% | 453 |
|
|
2022
Q2 | $37 | Hold |
424
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $42 | Hold |
424
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $44 | Hold |
424
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $46 | Hold |
424
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $45 | Hold |
424
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $50 | Hold |
424
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $48 | Hold |
424
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $43 | Hold |
424
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $41 | Hold |
424
| – | – | ﹤0.01% | 343 |
|
|
2020
Q1 | $40 | Buy |
+424
| New | +$40 | ﹤0.01% | 345 |
|
|
2019
Q2 | $2 | Buy |
+31
| New | +$2 | ﹤0.01% | 608 |
|