Meridian Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
27,169
+304
| +1% | +$52.4K | 0.74% | 37 |
|
|
2025
Q1 | $5.93M | Buy |
26,865
+1,046
| +4% | +$231K | 1.01% | 28 |
|
|
2024
Q4 | $5.3M | Sell |
25,819
-541
| -2% | -$111K | 0.87% | 31 |
|
|
2024
Q3 | $4.74M | Buy |
26,360
+585
| +2% | +$105K | 0.79% | 34 |
|
|
2024
Q2 | $3.84M | Buy |
25,775
+125
| +0.5% | +$18.6K | 0.69% | 38 |
|
|
2024
Q1 | $4.1M | Buy |
25,650
+1,530
| +6% | +$245K | 0.77% | 37 |
|
|
2023
Q4 | $3.2M | Buy |
24,120
+826
| +4% | +$110K | 0.7% | 41 |
|
|
2023
Q3 | $2.63M | Buy |
23,294
+676
| +3% | +$76.4K | 0.66% | 41 |
|
|
2023
Q2 | $2.85M | Buy |
22,618
+1,199
| +6% | +$151K | 0.69% | 39 |
|
|
2023
Q1 | $2.42M | Buy |
21,419
+4,958
| +30% | +$560K | 0.61% | 45 |
|
|
2022
Q4 | $1.66M | Buy |
+16,461
| New | +$1.66M | 0.43% | 58 |
|