Wilkinson Global 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
Q2
Sell
2025
Q1
$235K Hold
2024
Q4
$219K Buy
2022
Q1
Sell
2021
Q4
$207K Sell
2021
Q3
$344K Sell
2021
Q2
$19.1M Sell
2021
Q1
$21.5M Buy