Deseret Mutual Benefit Administrators’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7K | Hold |
381
| – | – | 0.03% | 259 |
|
|
2025
Q1 | $84.1K | Hold |
381
| – | – | 0.04% | 230 |
|
|
2024
Q4 | $78.3K | Sell |
381
-6
| -2% | -$1.23K | 0.04% | 239 |
|
|
2024
Q3 | $69.5K | Hold |
387
| – | – | 0.04% | 255 |
|
|
2024
Q2 | $57.7K | Hold |
387
| – | – | 0.03% | 265 |
|
|
2024
Q1 | $61.9K | Hold |
387
| – | – | 0.03% | 256 |
|
|
2023
Q4 | $51.4K | Sell |
387
-115
| -23% | -$15.3K | 0.03% | 268 |
|
|
2023
Q3 | $56.7K | Sell |
502
-104
| -17% | -$11.7K | 0.03% | 277 |
|
|
2023
Q2 | $76.4K | Sell |
606
-9
| -1% | -$1.14K | 0.03% | 252 |
|
|
2023
Q1 | $69.5K | Hold |
615
| – | – | 0.03% | 264 |
|
|
2022
Q4 | $62.2K | Sell |
615
-515
| -46% | -$52.1K | 0.03% | 270 |
|
|
2022
Q3 | $106K | Sell |
1,130
-116
| -9% | -$10.9K | 0.03% | 276 |
|
|
2022
Q2 | $111K | Hold |
1,246
| – | – | 0.03% | 308 |
|
|
2022
Q1 | $126K | Sell |
1,246
-67
| -5% | -$6.78K | 0.03% | 316 |
|
|
2021
Q4 | $136K | Sell |
1,313
-784
| -37% | -$81.2K | 0.02% | 323 |
|
|
2021
Q3 | $228K | Buy |
2,097
+734
| +54% | +$79.8K | 0.04% | 242 |
|
|
2021
Q2 | $146K | Buy |
+1,363
| New | +$146K | 0.04% | 266 |
|