Wilmington Savings Fund Society’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
31,930
+11,837
| +59% | +$2.04M | 0.1% | 162 |
|
|
2025
Q1 | $4.44M | Buy |
20,093
+1,564
| +8% | +$345K | 0.08% | 187 |
|
|
2024
Q4 | $3.81M | Buy |
18,529
+1,215
| +7% | +$250K | 0.07% | 208 |
|
|
2024
Q3 | $3.11M | Buy |
17,314
+13,314
| +333% | +$2.39M | 0.06% | 238 |
|
|
2024
Q2 | $596K | Hold |
4,000
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $639K | Buy |
+4,000
| New | +$639K | 0.02% | 240 |
|
|
2023
Q3 | $452K | Hold |
4,000
| – | – | 0.02% | 260 |
|
|
2023
Q2 | $505K | Hold |
4,000
| – | – | 0.02% | 260 |
|
|
2023
Q1 | $452K | Hold |
4,000
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $404K | Hold |
4,000
| – | – | 0.02% | 276 |
|
|
2022
Q3 | $374K | Sell |
4,000
-76
| -2% | -$7.11K | 0.02% | 280 |
|
|
2022
Q2 | $363K | Hold |
4,076
| – | – | 0.02% | 285 |
|
|
2022
Q1 | $413K | Hold |
4,076
| – | – | 0.02% | 287 |
|
|
2021
Q4 | $423K | Buy |
+4,076
| New | +$423K | 0.02% | 294 |
|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$212K | – | 361 |
|
|
2019
Q4 | $212K | Buy |
+1,830
| New | +$212K | 0.01% | 330 |
|