Wimmer Associates 1’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,310
| – | – | 0.12% | 103 |
|
|
2025
Q1 | $250K | Hold |
1,310
| – | – | 0.13% | 101 |
|
|
2024
Q4 | $269K | Hold |
1,310
| – | – | 0.13% | 100 |
|
|
2024
Q3 | $235K | Buy |
+1,310
| New | +$235K | 0.12% | 105 |
|
|
2024
Q2 | – | Sell |
-1,310
| Closed | -$209K | – | 111 |
|
|
2024
Q1 | $209K | Buy |
+1,310
| New | +$209K | 0.11% | 109 |
|
|
2021
Q2 | – | Sell |
-1,760
| Closed | -$210K | – | 121 |
|
|
2021
Q1 | $210K | Buy |
+1,760
| New | +$210K | 0.11% | 117 |
|