WFA of San Diego’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
+320
| New | +$55.2K | 0.04% | 191 |
|
|
2024
Q3 | $129K | Hold |
720
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $107K | Buy |
+720
| New | +$107K | 0.1% | 118 |
|
|
2023
Q3 | $81.3K | Hold |
720
| – | – | 0.08% | 131 |
|
|
2023
Q2 | $90.8K | Buy |
+720
| New | +$90.8K | 0.09% | 122 |
|
|
2023
Q1 | – | Sell |
-870
| Closed | -$87.9K | – | 181 |
|
|
2022
Q4 | $87.9K | Buy |
+870
| New | +$87.9K | 0.07% | 145 |
|
|
2022
Q3 | – | Sell |
-870
| Closed | -$77K | – | 183 |
|
|
2022
Q2 | $77K | Buy |
+870
| New | +$77K | 0.07% | 137 |
|
|
2022
Q1 | – | Sell |
-1,130
| Closed | -$117K | – | 110 |
|
|
2021
Q4 | $117K | Hold |
1,130
| – | – | 0.07% | 157 |
|
|
2021
Q3 | $123K | Buy |
+1,130
| New | +$123K | 0.09% | 128 |
|
|
2020
Q4 | – | Sell |
-2,050
| Closed | -$211K | – | 98 |
|
|
2020
Q3 | $211K | Hold |
2,050
| – | – | 0.2% | 74 |
|
|
2020
Q2 | $200K | Buy |
+2,050
| New | +$200K | 0.05% | 246 |
|