WGAM
Wilkinson Global Asset Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,065
| Closed | -$235K | – | 76 |
|
|
2025
Q1 | $235K | Hold |
1,065
| – | – | 0.01% | 73 |
|
|
2024
Q4 | $219K | Buy |
+1,065
| New | +$219K | 0.01% | 78 |
|
|
2022
Q1 | – | Sell |
-1,995
| Closed | -$207K | – | 93 |
|
|
2021
Q4 | $207K | Sell |
1,995
-1,175
| -37% | -$122K | 0.01% | 91 |
|
|
2021
Q3 | $344K | Sell |
3,170
-175,874
| -98% | -$19.1M | 0.02% | 75 |
|
|
2021
Q2 | $19.1M | Sell |
179,044
-1,381
| -0.8% | -$148K | 1.13% | 32 |
|
|
2021
Q1 | $21.5M | Buy |
+180,425
| New | +$21.5M | 1.36% | 31 |
|