Marotta Asset 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
Q3 | $202K | Sell |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $661K | Hold |
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|
2024
Q3 | $577K | Hold |
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|
2024
Q2 | $472K | Buy |
|
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $404K | Buy |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $391K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $282K | Hold |
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|
2019
Q4 | $390K | Buy |
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