WF
WoodTrust Financial’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
2,307
-300
| -12% | -$51.8K | 0.05% | 113 |
|
|
2025
Q1 | $576K | Hold |
2,607
| – | – | 0.08% | 107 |
|
|
2024
Q4 | $536K | Buy |
2,607
+786
| +43% | +$162K | 0.08% | 113 |
|
|
2024
Q3 | $327K | Buy |
1,821
+14
| +0.8% | +$2.51K | 0.05% | 135 |
|
|
2024
Q2 | $269K | Sell |
1,807
-101
| -5% | -$15K | 0.04% | 150 |
|
|
2024
Q1 | $305 | Buy |
1,908
+306
| +19% | +$49 | 0.05% | 137 |
|
|
2023
Q4 | $213K | Sell |
1,602
-300
| -16% | -$39.9K | 0.04% | 157 |
|
|
2023
Q3 | $215K | Buy |
1,902
+300
| +19% | +$33.9K | 0.04% | 144 |
|
|
2023
Q2 | $202K | Buy |
+1,602
| New | +$202K | 0.04% | 148 |
|
|
2021
Q4 | – | Sell |
-1,988
| Closed | -$216K | – | 146 |
|
|
2021
Q3 | $216K | Sell |
1,988
-1,100
| -36% | -$120K | 0.05% | 125 |
|
|
2021
Q2 | $330K | Sell |
3,088
-19
| -0.6% | -$2.03K | 0.09% | 95 |
|
|
2021
Q1 | $370K | Sell |
3,107
-500
| -14% | -$59.5K | 0.11% | 60 |
|
|
2020
Q4 | $411K | Buy |
3,607
+600
| +20% | +$68.4K | 0.13% | 57 |
|
|
2020
Q3 | $310K | Sell |
3,007
-375
| -11% | -$38.7K | 0.11% | 70 |
|
|
2020
Q2 | $330K | Buy |
3,382
+605
| +22% | +$59K | 0.13% | 59 |
|
|
2020
Q1 | $264K | Buy |
+2,777
| New | +$264K | 0.12% | 61 |
|