MONECO 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 | $696K | Buy |
4,039
+113
| +3% | +$19.5K | 0.06% | 235 |
|
|
2025
Q1 | $867K | Buy |
3,926
+29
| +0.7% | +$6.4K | 0.09% | 195 |
|
|
2024
Q4 | $801K | Buy |
3,897
+305
| +8% | +$62.7K | 0.08% | 204 |
|
|
2024
Q3 | $645K | Buy |
3,592
+80
| +2% | +$14.4K | 0.08% | 213 |
|
|
2024
Q2 | $523K | Buy |
3,512
+289
| +9% | +$43.1K | 0.08% | 232 |
|
|
2024
Q1 | $515K | Sell |
3,223
-45
| -1% | -$7.19K | 0.08% | 234 |
|
|
2023
Q4 | $434K | Buy |
3,268
+268
| +9% | +$35.6K | 0.08% | 231 |
|
|
2023
Q3 | $339K | Sell |
3,000
-12
| -0.4% | -$1.36K | 0.09% | 232 |
|
|
2023
Q2 | $380K | Sell |
3,012
-3
| -0.1% | -$378 | 0.1% | 213 |
|
|
2023
Q1 | $341K | Buy |
3,015
+107
| +4% | +$12.1K | 0.1% | 222 |
|
|
2022
Q4 | $294K | Hold |
2,908
| – | – | 0.11% | 197 |
|
|
2022
Q3 | $272K | Sell |
2,908
-8
| -0.3% | -$748 | 0.11% | 189 |
|
|
2022
Q2 | $259K | Buy |
2,916
+202
| +7% | +$17.9K | 0.1% | 200 |
|
|
2022
Q1 | $275K | Sell |
2,714
-4
| -0.1% | -$405 | 0.1% | 191 |
|
|
2021
Q4 | $289K | Buy |
2,718
+6
| +0.2% | +$638 | 0.11% | 186 |
|
|
2021
Q3 | $294K | Buy |
2,712
+266
| +11% | +$28.8K | 0.12% | 185 |
|
|
2021
Q2 | $261K | Hold |
2,446
| – | – | 0.12% | 174 |
|
|
2021
Q1 | $291K | Sell |
2,446
-449
| -16% | -$53.4K | 0.14% | 152 |
|
|
2020
Q4 | $319K | Buy |
2,895
+55
| +2% | +$6.06K | 0.18% | 121 |
|
|
2020
Q3 | $293K | Buy |
2,840
+199
| +8% | +$20.5K | 0.19% | 114 |
|
|
2020
Q2 | $258K | Buy |
2,641
+333
| +14% | +$32.5K | 0.2% | 112 |
|
|
2020
Q1 | $219K | Buy |
2,308
+22
| +1% | +$2.09K | 0.22% | 104 |
|
|
2019
Q4 | $276K | Buy |
2,286
+44
| +2% | +$5.31K | 0.2% | 114 |
|
|
2019
Q3 | $232K | Buy |
+2,242
| New | +$232K | 0.18% | 120 |
|