Westwood Holdings Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-40,755
| Closed | -$4.42M | – | 447 |
|
2021
Q3 | $4.42M | Sell |
40,755
-4,957
| -11% | -$538K | 0.05% | 236 |
|
2021
Q2 | $4.89M | Sell |
45,712
-573,727
| -93% | -$61.3M | 0.05% | 228 |
|
2021
Q1 | $73.7M | Buy |
619,439
+50,059
| +9% | +$5.96M | 0.74% | 35 |
|
2020
Q4 | $64.8M | Buy |
+569,380
| New | +$64.8M | 0.75% | 37 |
|
2013
Q4 | – | Sell |
-9,980
| Closed | -$252K | – | 317 |
|
2013
Q3 | $252K | Sell |
9,980
-276,400
| -97% | -$6.98M | ﹤0.01% | 324 |
|
2013
Q2 | $6.26M | Buy |
+286,380
| New | +$6.26M | 0.05% | 184 |
|