Marotta Asset 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 | $552K | Sell |
3,200
-11
| -0.3% | -$1.9K | 0.11% | 63 |
|
|
2025
Q1 | $577K | Hold |
3,211
| – | – | 0.11% | 66 |
|
|
2024
Q4 | $661K | Hold |
3,211
| – | – | 0.14% | 64 |
|
|
2024
Q3 | $577K | Hold |
3,211
| – | – | 0.11% | 66 |
|
|
2024
Q2 | $472K | Buy |
3,211
+11
| +0.3% | +$1.62K | 0.1% | 69 |
|
|
2024
Q1 | $511K | Hold |
3,200
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $425K | Hold |
3,200
| – | – | 0.09% | 73 |
|
|
2023
Q3 | $361K | Hold |
3,200
| – | – | 0.08% | 76 |
|
|
2023
Q2 | $404K | Buy |
+3,200
| New | +$404K | 0.09% | 74 |
|
|
2022
Q4 | $323K | Hold |
3,200
| – | – | 0.08% | 84 |
|
|
2022
Q3 | $299K | Hold |
3,200
| – | – | 0.08% | 81 |
|
|
2022
Q2 | $296K | Hold |
3,200
| – | – | 0.07% | 85 |
|
|
2022
Q1 | $324K | Hold |
3,200
| – | – | 0.08% | 87 |
|
|
2021
Q4 | $332K | Hold |
3,200
| – | – | 0.08% | 81 |
|
|
2021
Q3 | $347K | Hold |
3,200
| – | – | 0.08% | 76 |
|
|
2021
Q2 | $347K | Hold |
3,200
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $391K | Hold |
3,200
| – | – | 0.1% | 68 |
|
|
2020
Q4 | $364K | Hold |
3,200
| – | – | 0.1% | 58 |
|
|
2020
Q3 | $330K | Hold |
3,200
| – | – | 0.1% | 61 |
|
|
2020
Q2 | $312K | Hold |
3,200
| – | – | 0.1% | 66 |
|
|
2020
Q1 | $282K | Hold |
3,200
| – | – | 0.11% | 65 |
|
|
2019
Q4 | $390K | Buy |
+3,200
| New | +$390K | 0.12% | 66 |
|