Allen Mooney & Barnes Investment Advisors’s Fiserv Inc FISV Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-111,001	Closed	-$6.19M	–	158
2026 Q1	$6.19M	Buy	111,001 +41,309	+59%	+$2.56M	0.89%	39
2025 Q4	$4.68M	Sell	69,692 -39,744	-36%	-$3.33M	0.7%	41
2025 Q3	$14.1M	Buy	109,436 +105,525	+2,698%	+$15.1M	2.2%	19
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%	-$17.6K	0.14%	80
2024 Q3	$718K	Hold	3,997	–	–	0.12%	82
2024 Q2	$596K	Sell	3,997 -37	-0.9%	-$5.6K	0.11%	91
2024 Q1	$620K	Hold	4,034	–	–	0.12%	88
2023 Q4	$536K	Buy	4,034 +57	+1%	+$7K	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

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Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Handelsbanken Fonder

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Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return