Moneta Group Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $903K | Sell |
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|
2023
Q3 | $784K | Sell |
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|
2023
Q2 | $900K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $311K | Sell |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $431K | Buy |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Buy |
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|
2017
Q4 | $0 | Buy |
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