Mendota Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-221
| Closed | -$45.4K | – | 185 |
|
|
2024
Q4 | $45.4K | Sell |
221
-262
| -54% | -$53.8K | 0.03% | 168 |
|
|
2024
Q3 | $86.8K | Sell |
483
-33
| -6% | -$5.93K | 0.04% | 125 |
|
|
2024
Q2 | $76.9K | Hold |
516
| – | – | 0.04% | 143 |
|
|
2024
Q1 | $82.5K | Sell |
516
-146
| -22% | -$23.3K | 0.05% | 147 |
|
|
2023
Q4 | $87.9K | Sell |
662
-257
| -28% | -$34.1K | 0.07% | 158 |
|
|
2023
Q3 | $104K | Hold |
919
| – | – | 0.11% | 93 |
|
|
2023
Q2 | $116K | Sell |
919
-20
| -2% | -$2.52K | 0.13% | 77 |
|
|
2023
Q1 | $95.2K | Hold |
939
| – | – | 0.1% | 96 |
|
|
2022
Q4 | $94.9K | Buy |
+939
| New | +$94.9K | 0.12% | 98 |
|