Meridian Wealth 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 | $815K | Sell |
4,728
-56
| -1% | -$9.66K | 0.03% | 345 |
|
|
2025
Q1 | $1.06M | Sell |
4,784
-67
| -1% | -$14.8K | 0.05% | 282 |
|
|
2024
Q4 | $996K | Sell |
4,851
-187
| -4% | -$38.4K | 0.05% | 292 |
|
|
2024
Q3 | $905K | Buy |
+5,038
| New | +$905K | 0.04% | 299 |
|
|
2024
Q2 | – | Sell |
-5,546
| Closed | -$886K | – | 369 |
|
|
2024
Q1 | $886K | Sell |
5,546
-13
| -0.2% | -$2.08K | 0.15% | 99 |
|
|
2023
Q4 | $738K | Sell |
5,559
-6,053
| -52% | -$804K | 0.05% | 305 |
|
|
2023
Q3 | $1.31M | Buy |
11,612
+5,031
| +76% | +$568K | 0.08% | 203 |
|
|
2023
Q2 | $830K | Sell |
6,581
-216
| -3% | -$27.2K | 0.07% | 232 |
|
|
2023
Q1 | $768K | Sell |
6,797
-69
| -1% | -$7.8K | 0.07% | 248 |
|
|
2022
Q4 | $694K | Buy |
6,866
+3,931
| +134% | +$397K | 0.07% | 250 |
|
|
2022
Q3 | $275K | Sell |
2,935
-2,433
| -45% | -$228K | 0.03% | 382 |
|
|
2022
Q2 | $478K | Buy |
+5,368
| New | +$478K | 0.04% | 358 |
|