Wetzel Investment Advisors’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 |
-1,356
| Closed | -$299K | – | 131 |
|
|
2025
Q1 | $299K | Sell |
1,356
-49
| -3% | -$10.8K | 0.15% | 97 |
|
|
2024
Q4 | $289K | Hold |
1,405
| – | – | 0.14% | 98 |
|
|
2024
Q3 | $252K | Buy |
1,405
+194
| +16% | +$34.9K | 0.13% | 106 |
|
|
2024
Q2 | $194K | Sell |
1,211
-262
| -18% | -$41.9K | 0.11% | 117 |
|
|
2024
Q1 | $216K | Sell |
1,473
-22
| -1% | -$3.23K | 0.13% | 106 |
|
|
2023
Q4 | $199K | Buy |
+1,495
| New | +$199K | 0.12% | 108 |
|