WoodTrust Financial’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
$398K Sell
2025
Q1
$576K Hold
2024
Q4
$536K Buy
2024
Q3
$327K Buy
2024
Q2
$269K Sell
2024
Q1
$305 Buy
2023
Q4
$213K Sell
2023
Q3
$215K Buy
2023
Q2
$202K Buy
2021
Q4
Sell
2021
Q3
$216K Sell
2021
Q2
$330K Sell
2021
Q1
$370K Sell
2020
Q4
$411K Buy
2020
Q3
$310K Sell
2020
Q2
$330K Buy
2020
Q1
$264K Buy