Allen Mooney & Barnes Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Buy |
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|
2025
Q2 | $674K | Hold |
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|
2025
Q1 | $864K | Hold |
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|
2024
Q4 | $803K | Sell |
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|
2024
Q3 | $718K | Hold |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $620K | Hold |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $450K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $403K | Buy |
|