Modera Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $698K | Buy |
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|
2025
Q2 | $931K | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.2M | Buy |
|
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|
2024
Q3 | $967K | Buy |
|
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $863K | Sell |
|
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|
2023
Q4 | $734K | Buy |
|
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|
2023
Q3 | $615K | Buy |
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|
2023
Q2 | $671K | Buy |
|
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|
2023
Q1 | $280K | Buy |
|
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $520K | Buy |
|