Modera 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 | $931K | Sell |
5,402
-42
| -0.8% | -$7.24K | 0.01% | 342 |
|
|
2025
Q1 | $1.2M | Sell |
5,444
-399
| -7% | -$88.1K | 0.02% | 302 |
|
|
2024
Q4 | $1.2M | Buy |
5,843
+463
| +9% | +$95.1K | 0.01% | 301 |
|
|
2024
Q3 | $967K | Buy |
5,380
+6
| +0.1% | +$1.08K | 0.01% | 312 |
|
|
2024
Q2 | $801K | Sell |
5,374
-26
| -0.5% | -$3.88K | 0.01% | 319 |
|
|
2024
Q1 | $863K | Sell |
5,400
-127
| -2% | -$20.3K | 0.01% | 315 |
|
|
2023
Q4 | $734K | Buy |
5,527
+84
| +2% | +$11.2K | 0.01% | 322 |
|
|
2023
Q3 | $615K | Buy |
5,443
+121
| +2% | +$13.7K | 0.01% | 336 |
|
|
2023
Q2 | $671K | Buy |
5,322
+2,849
| +115% | +$359K | 0.01% | 343 |
|
|
2023
Q1 | $280K | Buy |
2,473
+103
| +4% | +$11.6K | 0.01% | 296 |
|
|
2022
Q4 | $240K | Sell |
2,370
-16
| -0.7% | -$1.62K | 0.01% | 312 |
|
|
2022
Q3 | $223K | Buy |
2,386
+16
| +0.7% | +$1.5K | 0.01% | 286 |
|
|
2022
Q2 | $211K | Sell |
2,370
-911
| -28% | -$81.1K | 0.01% | 311 |
|
|
2022
Q1 | $333K | Sell |
3,281
-1,729
| -35% | -$175K | 0.01% | 264 |
|
|
2021
Q4 | $520K | Buy |
+5,010
| New | +$520K | 0.02% | 268 |
|