WIA
World Investment Advisors’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
72,521
+76
| +0.1% | +$13.1K | 0.28% | 72 |
|
|
2025
Q1 | $16M | Buy |
72,445
+9,526
| +15% | +$2.1M | 0.42% | 46 |
|
|
2024
Q4 | $12.9M | Buy |
62,919
+7,117
| +13% | +$1.46M | 0.35% | 54 |
|
|
2024
Q3 | $10M | Buy |
55,802
+52,247
| +1,470% | +$9.39M | 0.31% | 76 |
|
|
2024
Q2 | $530K | Buy |
3,555
+215
| +6% | +$32K | 0.03% | 390 |
|
|
2024
Q1 | $534K | Sell |
3,340
-133
| -4% | -$21.3K | 0.08% | 208 |
|
|
2023
Q4 | $461K | Buy |
+3,473
| New | +$461K | 0.06% | 235 |
|