WFA Asset 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 | $106K | Hold |
712
| – | – | 0.06% | 71 |
|
|
2025
Q1 | $114K | Hold |
712
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $146K | Hold |
712
| – | – | 0.08% | 68 |
|
|
2024
Q3 | $128K | Hold |
712
| – | – | 0.07% | 67 |
|
|
2024
Q2 | $106K | Hold |
712
| – | – | 0.06% | 71 |
|
|
2024
Q1 | $114K | Hold |
712
| – | – | 0.06% | 75 |
|
|
2023
Q4 | $94.6K | Sell |
712
-20
| -3% | -$2.66K | 0.05% | 70 |
|
|
2023
Q3 | $82.7K | Sell |
732
-227
| -24% | -$25.6K | 0.05% | 76 |
|
|
2023
Q2 | $121K | Hold |
959
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $108K | Hold |
959
| – | – | 0.07% | 69 |
|
|
2022
Q4 | $96.9K | Sell |
959
-91
| -9% | -$9.2K | 0.06% | 71 |
|
|
2022
Q3 | $98.2K | Hold |
1,050
| – | – | 0.07% | 69 |
|
|
2022
Q2 | $93.4K | Hold |
1,050
| – | – | 0.07% | 69 |
|
|
2022
Q1 | $106K | Hold |
1,050
| – | – | 0.07% | 67 |
|
|
2021
Q4 | $109K | Buy |
+1,050
| New | +$109K | 0.07% | 61 |
|