Moloney Securities Asset 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 | $1.21M | Sell |
7,042
-645
| -8% | -$111K | 0.15% | 163 |
|
|
2025
Q1 | $1.7M | Sell |
7,687
-1,164
| -13% | -$257K | 0.23% | 108 |
|
|
2024
Q4 | $1.82M | Sell |
8,851
-1,327
| -13% | -$273K | 0.24% | 107 |
|
|
2024
Q3 | $1.83M | Sell |
10,178
-608
| -6% | -$109K | 0.25% | 101 |
|
|
2024
Q2 | $1.61M | Sell |
10,786
-76
| -0.7% | -$11.3K | 0.23% | 101 |
|
|
2024
Q1 | $1.74M | Sell |
10,862
-233
| -2% | -$37.2K | 0.26% | 95 |
|
|
2023
Q4 | $1.47M | Buy |
11,095
+365
| +3% | +$48.5K | 0.23% | 102 |
|
|
2023
Q3 | $1.21M | Buy |
10,730
+454
| +4% | +$51.3K | 0.22% | 111 |
|
|
2023
Q2 | $1.3M | Buy |
10,276
+367
| +4% | +$46.3K | 0.23% | 115 |
|
|
2023
Q1 | $1.12M | Sell |
9,909
-350
| -3% | -$39.6K | 0.21% | 131 |
|
|
2022
Q4 | $1.04M | Buy |
10,259
+470
| +5% | +$47.5K | 0.23% | 123 |
|
|
2022
Q3 | $916K | Buy |
9,789
+655
| +7% | +$61.3K | 0.22% | 123 |
|
|
2022
Q2 | $813K | Sell |
9,134
-356
| -4% | -$31.7K | 0.19% | 143 |
|
|
2022
Q1 | $962K | Sell |
9,490
-600
| -6% | -$60.8K | 0.19% | 147 |
|
|
2021
Q4 | $1.05M | Buy |
10,090
+3,719
| +58% | +$386K | 0.18% | 138 |
|
|
2021
Q3 | $691K | Sell |
6,371
-120
| -2% | -$13K | 0.13% | 202 |
|
|
2021
Q2 | $694K | Buy |
6,491
+1,658
| +34% | +$177K | 0.13% | 203 |
|
|
2021
Q1 | $575K | Buy |
4,833
+1,117
| +30% | +$133K | 0.11% | 210 |
|
|
2020
Q4 | $423K | Buy |
3,716
+247
| +7% | +$28.1K | 0.09% | 223 |
|
|
2020
Q3 | $357K | Sell |
3,469
-66
| -2% | -$6.79K | 0.09% | 215 |
|
|
2020
Q2 | $345K | Sell |
3,535
-670
| -16% | -$65.4K | 0.1% | 203 |
|
|
2020
Q1 | $399K | Buy |
4,205
+176
| +4% | +$16.7K | 0.14% | 150 |
|
|
2019
Q4 | $466K | Buy |
4,029
+283
| +8% | +$32.7K | 0.14% | 174 |
|
|
2019
Q3 | $388K | Buy |
3,746
+174
| +5% | +$18K | 0.13% | 190 |
|
|
2019
Q2 | $326K | Buy |
3,572
+368
| +11% | +$33.6K | 0.11% | 205 |
|
|
2019
Q1 | $283K | Buy |
+3,204
| New | +$283K | 0.1% | 227 |
|