Allen Mooney & Barnes Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
3,911
| – | – | 0.11% | 81 |
|
|
2025
Q1 | $864K | Hold |
3,911
| – | – | 0.14% | 77 |
|
|
2024
Q4 | $803K | Sell |
3,911
-86
| -2% | -$17.7K | 0.14% | 80 |
|
|
2024
Q3 | $718K | Hold |
3,997
| – | – | 0.12% | 82 |
|
|
2024
Q2 | $596K | Sell |
3,997
-37
| -0.9% | -$5.51K | 0.11% | 91 |
|
|
2024
Q1 | $620K | Hold |
4,034
| – | – | 0.12% | 88 |
|
|
2023
Q4 | $536K | Buy |
4,034
+57
| +1% | +$7.57K | 0.1% | 94 |
|
|
2023
Q3 | $449K | Hold |
3,977
| – | – | 0.1% | 97 |
|
|
2023
Q2 | $502K | Hold |
3,977
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $450K | Hold |
3,977
| – | – | 0.11% | 88 |
|
|
2022
Q4 | $402K | Hold |
3,977
| – | – | 0.1% | 94 |
|
|
2022
Q3 | $372K | Hold |
3,977
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $354K | Hold |
3,977
| – | – | 0.09% | 108 |
|
|
2022
Q1 | $403K | Buy |
+3,977
| New | +$403K | 0.09% | 111 |
|