Mather Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Sell |
1,723
-329
| -16% | -$56.7K | ﹤0.01% | 498 |
|
2025
Q1 | $453K | Buy |
2,052
+218
| +12% | +$48.1K | 0.01% | 400 |
|
2024
Q4 | $377K | Sell |
1,834
-224
| -11% | -$46K | ﹤0.01% | 415 |
|
2024
Q3 | $370K | Sell |
2,058
-616
| -23% | -$111K | ﹤0.01% | 422 |
|
2024
Q2 | $427K | Buy |
2,674
+973
| +57% | +$156K | 0.01% | 450 |
|
2024
Q1 | $226K | Sell |
1,701
-47
| -3% | -$6.24K | ﹤0.01% | 498 |
|
2023
Q4 | $232K | Buy |
+1,748
| New | +$232K | ﹤0.01% | 513 |
|