Marks Group Wealth 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 | $8.61M | Buy |
49,941
+6,957
| +16% | +$1.2M | 0.8% | 51 |
|
|
2025
Q1 | $9.49M | Sell |
42,984
-7,297
| -15% | -$1.61M | 0.91% | 23 |
|
|
2024
Q4 | $10.3M | Sell |
50,281
-3,307
| -6% | -$679K | 1.02% | 17 |
|
|
2024
Q3 | $9.63M | Sell |
53,588
-2,101
| -4% | -$377K | 0.92% | 25 |
|
|
2024
Q2 | $8.3M | Sell |
55,689
-4,073
| -7% | -$607K | 0.87% | 36 |
|
|
2024
Q1 | $9.55M | Sell |
59,762
-1,414
| -2% | -$226K | 1% | 23 |
|
|
2023
Q4 | $8.13M | Sell |
61,176
-898
| -1% | -$119K | 0.93% | 24 |
|
|
2023
Q3 | $7.01M | Sell |
62,074
-717
| -1% | -$81K | 0.87% | 35 |
|
|
2023
Q2 | $7.92M | Sell |
62,791
-1,299
| -2% | -$164K | 0.94% | 18 |
|
|
2023
Q1 | $7.24M | Sell |
64,090
-109
| -0.2% | -$12.3K | 0.93% | 23 |
|
|
2022
Q4 | $6.49M | Sell |
64,199
-8,928
| -12% | -$902K | 0.89% | 33 |
|
|
2022
Q3 | $6.84M | Sell |
73,127
-33,353
| -31% | -$3.12M | 1.04% | 11 |
|
|
2022
Q2 | $9.47M | Buy |
106,480
+2,960
| +3% | +$263K | 1.37% | 6 |
|
|
2022
Q1 | $10.5M | Buy |
103,520
+13,666
| +15% | +$1.39M | 1.32% | 6 |
|
|
2021
Q4 | $9.32M | Buy |
89,854
+6,329
| +8% | +$657K | 1.14% | 10 |
|
|
2021
Q3 | $9.08M | Buy |
83,525
+1,599
| +2% | +$174K | 1.23% | 9 |
|
|
2021
Q2 | $8.77M | Buy |
81,926
+5,842
| +8% | +$625K | 1.2% | 10 |
|
|
2021
Q1 | $9.04M | Buy |
76,084
+204
| +0.3% | +$24.2K | 1.34% | 10 |
|
|
2020
Q4 | $8.64M | Buy |
75,880
+2,317
| +3% | +$264K | 1.35% | 9 |
|
|
2020
Q3 | $7.58M | Buy |
73,563
+7,062
| +11% | +$728K | 1.37% | 8 |
|
|
2020
Q2 | $6.49M | Buy |
66,501
+41,454
| +166% | +$4.05M | 1.32% | 8 |
|
|
2020
Q1 | $2.39M | Buy |
25,047
+790
| +3% | +$75.2K | 0.62% | 76 |
|
|
2019
Q4 | $2.81M | Buy |
+24,257
| New | +$2.81M | 0.55% | 87 |
|