Moneta Group Investment 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 | $1.5M | Buy |
8,701
+96
| +1% | +$16.6K | 0.02% | 254 |
|
|
2025
Q1 | $1.9M | Sell |
8,605
-182
| -2% | -$40.2K | 0.03% | 215 |
|
|
2024
Q4 | $1.81M | Buy |
8,787
+6
| +0.1% | +$1.23K | 0.03% | 222 |
|
|
2024
Q3 | $1.58M | Buy |
8,781
+398
| +5% | +$71.5K | 0.02% | 224 |
|
|
2024
Q2 | $1.25M | Buy |
8,383
+284
| +4% | +$42.3K | 0.02% | 242 |
|
|
2024
Q1 | $1.29M | Buy |
8,099
+1,299
| +19% | +$208K | 0.02% | 234 |
|
|
2023
Q4 | $903K | Sell |
6,800
-139
| -2% | -$18.5K | 0.02% | 253 |
|
|
2023
Q3 | $784K | Sell |
6,939
-197
| -3% | -$22.3K | 0.02% | 253 |
|
|
2023
Q2 | $900K | Buy |
7,136
+2,292
| +47% | +$289K | 0.02% | 236 |
|
|
2023
Q1 | $548K | Buy |
4,844
+1,019
| +27% | +$115K | 0.01% | 306 |
|
|
2022
Q4 | $408K | Buy |
3,825
+448
| +13% | +$47.8K | 0.01% | 320 |
|
|
2022
Q3 | $316K | Sell |
3,377
-624
| -16% | -$58.4K | 0.01% | 344 |
|
|
2022
Q2 | $356K | Buy |
4,001
+589
| +17% | +$52.4K | 0.01% | 354 |
|
|
2022
Q1 | $346K | Sell |
3,412
-413
| -11% | -$41.9K | 0.01% | 339 |
|
|
2021
Q4 | $397K | Sell |
3,825
-28
| -0.7% | -$2.91K | 0.02% | 330 |
|
|
2021
Q3 | $418K | Sell |
3,853
-787
| -17% | -$85.4K | 0.02% | 306 |
|
|
2021
Q2 | $496K | Buy |
4,640
+641
| +16% | +$68.5K | 0.02% | 286 |
|
|
2021
Q1 | $476K | Buy |
3,999
+705
| +21% | +$83.9K | 0.03% | 268 |
|
|
2020
Q4 | $375K | Buy |
3,294
+276
| +9% | +$31.4K | 0.03% | 227 |
|
|
2020
Q3 | $311K | Sell |
3,018
-1,827
| -38% | -$188K | 0.03% | 217 |
|
|
2020
Q2 | $473K | Buy |
4,845
+308
| +7% | +$30.1K | 0.04% | 167 |
|
|
2020
Q1 | $431K | Buy |
4,537
+1,951
| +75% | +$185K | 0.04% | 161 |
|
|
2019
Q4 | $299K | Buy |
2,586
+250
| +11% | +$28.9K | 0.03% | 205 |
|
|
2019
Q3 | $242K | Buy |
+2,336
| New | +$242K | 0.02% | 224 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$7K | – | 468 |
|
|
2018
Q1 | $7K | Buy |
100
+94
| +1,567% | +$6.58K | ﹤0.01% | 485 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 488 |
|