MAI Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
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|
2025
Q1 | $7.84M | Sell |
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|
2024
Q4 | $7.51M | Buy |
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|
2024
Q3 | $6.43M | Sell |
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|
2024
Q2 | $5.49M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $892K | Buy |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $1.16M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $676K | Sell |
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|
2017
Q4 | $634K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $371K | Sell |
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|
2016
Q2 | $407K | Buy |
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|
2016
Q1 | $380K | Hold |
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|
2015
Q4 | $338K | Hold |
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|
2015
Q3 | $320K | Sell |
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|
2015
Q2 | $316K | Hold |
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|
2015
Q1 | $303K | Buy |
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