American Money Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,309
| – | – | 0.04% | 137 |
|
|
2025
Q1 | $289K | Hold |
1,309
| – | – | 0.05% | 116 |
|
|
2024
Q4 | $269K | Hold |
1,309
| – | – | 0.05% | 122 |
|
|
2024
Q3 | $235K | Buy |
+1,309
| New | +$235K | 0.05% | 133 |
|
|
2024
Q2 | – | Sell |
-1,963
| Closed | -$314K | – | 137 |
|
|
2024
Q1 | $314K | Hold |
1,963
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $261K | Hold |
1,963
| – | – | 0.06% | 123 |
|
|
2023
Q3 | $222K | Buy |
1,963
+213
| +12% | +$24.1K | 0.06% | 127 |
|
|
2023
Q2 | $221K | Buy |
+1,750
| New | +$221K | 0.06% | 131 |
|
|
2021
Q4 | – | Sell |
-3,200
| Closed | -$347K | – | 141 |
|
|
2021
Q3 | $347K | Buy |
+3,200
| New | +$347K | 0.1% | 111 |
|