Forvis Mazars Wealth 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 | $3.56M | Sell |
20,653
-768
| -4% | -$132K | 0.08% | 110 |
|
|
2025
Q1 | $4.73M | Sell |
21,421
-962
| -4% | -$212K | 0.11% | 91 |
|
|
2024
Q4 | $4.6M | Sell |
22,383
-1,014
| -4% | -$208K | 0.11% | 97 |
|
|
2024
Q3 | $4.2M | Sell |
23,397
-202
| -0.9% | -$36.3K | 0.1% | 107 |
|
|
2024
Q2 | $3.52M | Buy |
23,599
+1,392
| +6% | +$207K | 0.09% | 116 |
|
|
2024
Q1 | $3.55M | Sell |
22,207
-669
| -3% | -$107K | 0.09% | 109 |
|
|
2023
Q4 | $3.04M | Sell |
22,876
-1,102
| -5% | -$146K | 0.08% | 119 |
|
|
2023
Q3 | $2.71M | Sell |
23,978
-15,644
| -39% | -$1.77M | 0.08% | 126 |
|
|
2023
Q2 | $5M | Buy |
39,622
+11,148
| +39% | +$1.41M | 0.15% | 99 |
|
|
2023
Q1 | $3.22M | Sell |
28,474
-463
| -2% | -$52.3K | 0.11% | 113 |
|
|
2022
Q4 | $2.92M | Buy |
28,937
+1,154
| +4% | +$117K | 0.1% | 113 |
|
|
2022
Q3 | $2.6M | Buy |
27,783
+5,162
| +23% | +$483K | 0.1% | 115 |
|
|
2022
Q2 | $2.01M | Sell |
22,621
-1,031
| -4% | -$91.7K | 0.08% | 124 |
|
|
2022
Q1 | $2.4M | Buy |
23,652
+3,438
| +17% | +$349K | 0.1% | 98 |
|
|
2021
Q4 | $2.1M | Sell |
20,214
-1,209
| -6% | -$125K | 0.09% | 98 |
|
|
2021
Q3 | $2.32M | Buy |
21,423
+1,590
| +8% | +$172K | 0.11% | 87 |
|
|
2021
Q2 | $2.12M | Buy |
19,833
+1,769
| +10% | +$189K | 0.1% | 91 |
|
|
2021
Q1 | $2.15M | Sell |
18,064
-5,384
| -23% | -$641K | 0.11% | 90 |
|
|
2020
Q4 | $2.67M | Buy |
23,448
+1,621
| +7% | +$185K | 0.13% | 82 |
|
|
2020
Q3 | $2.25M | Buy |
21,827
+2,203
| +11% | +$227K | 0.13% | 83 |
|
|
2020
Q2 | $1.92M | Buy |
19,624
+8,766
| +81% | +$856K | 0.12% | 86 |
|
|
2020
Q1 | $1.03M | Buy |
10,858
+6,981
| +180% | +$663K | 0.08% | 105 |
|
|
2019
Q4 | $448K | Buy |
3,877
+1,021
| +36% | +$118K | 0.03% | 203 |
|
|
2019
Q3 | $296K | Buy |
2,856
+271
| +10% | +$28.1K | 0.02% | 222 |
|
|
2019
Q2 | $236K | Sell |
2,585
-739
| -22% | -$67.5K | 0.02% | 240 |
|
|
2019
Q1 | $293K | Buy |
+3,324
| New | +$293K | 0.02% | 209 |
|