Monetary Management Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.1K | Hold |
250
| – | – | 0.01% | 257 |
|
2025
Q1 | $55.2K | Hold |
250
| – | – | 0.01% | 249 |
|
2024
Q4 | $51.4K | Hold |
250
| – | – | 0.01% | 259 |
|
2024
Q3 | $44.9K | Hold |
250
| – | – | 0.01% | 260 |
|
2024
Q2 | $37.3K | Hold |
250
| – | – | 0.01% | 271 |
|
2024
Q1 | $40K | Hold |
250
| – | – | 0.01% | 268 |
|
2023
Q4 | $33.2K | Hold |
250
| – | – | 0.01% | 264 |
|
2023
Q3 | $28.2K | Hold |
250
| – | – | 0.01% | 267 |
|
2023
Q2 | $31.5K | Hold |
250
| – | – | 0.01% | 274 |
|
2023
Q1 | $28.3K | Sell |
250
-2,500
| -91% | -$283K | 0.01% | 280 |
|
2022
Q4 | $278K | Sell |
2,750
-550
| -17% | -$55.6K | 0.09% | 172 |
|
2022
Q3 | $309K | Sell |
3,300
-1,000
| -23% | -$93.6K | 0.1% | 152 |
|
2022
Q2 | $383K | Hold |
4,300
| – | – | 0.12% | 134 |
|
2022
Q1 | $436K | Sell |
4,300
-350
| -8% | -$35.5K | 0.12% | 136 |
|
2021
Q4 | $483K | Buy |
4,650
+650
| +16% | +$67.5K | 0.12% | 129 |
|
2021
Q3 | $434K | Buy |
+4,000
| New | +$434K | 0.12% | 132 |
|