WFA Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Hold |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $146K | Hold |
|
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|
2024
Q3 | $128K | Hold |
|
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|
2024
Q2 | $106K | Hold |
|
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|
2024
Q1 | $114K | Hold |
|
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|
2023
Q4 | $94.6K | Sell |
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|
2023
Q3 | $82.7K | Sell |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $108K | Hold |
|
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|
2022
Q4 | $96.9K | Sell |
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|
2022
Q3 | $98.2K | Hold |
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|
2022
Q2 | $93.4K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $109K | Buy |
|