Wunderlich Capital Managemnt’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $897K | Buy |
6,021
+519
| +9% | +$77.4K | 0.4% | 63 |
|
|
2024
Q1 | $879K | Sell |
5,502
-239
| -4% | -$38.2K | 0.4% | 66 |
|
|
2023
Q4 | $763K | Buy |
5,741
+43
| +0.8% | +$5.71K | 0.34% | 68 |
|
|
2023
Q3 | $644K | Buy |
5,698
+280
| +5% | +$31.6K | 0.32% | 64 |
|
|
2023
Q2 | $683K | Buy |
5,418
+1,220
| +29% | +$154K | 0.34% | 64 |
|
|
2023
Q1 | $474K | Buy |
4,198
+1,127
| +37% | +$127K | 0.25% | 68 |
|
|
2022
Q4 | $310K | Sell |
3,071
-62
| -2% | -$6.26K | 0.17% | 74 |
|
|
2022
Q3 | $293K | Sell |
3,133
-21
| -0.7% | -$1.96K | 0.19% | 70 |
|
|
2022
Q2 | $281K | Buy |
+3,154
| New | +$281K | 0.16% | 75 |
|