Monterey Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $409K | Buy |
1,850
+2
| +0.1% | +$442 | 0.12% | 80 |
|
|
2024
Q4 | $380K | Hold |
1,848
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $332K | Hold |
1,848
| – | – | 0.11% | 88 |
|
|
2024
Q2 | $275K | Buy |
1,848
+108
| +6% | +$16.1K | 0.1% | 93 |
|
|
2024
Q1 | $278K | Buy |
1,740
+7
| +0.4% | +$1.12K | 0.11% | 87 |
|
|
2023
Q4 | $230K | Buy |
+1,733
| New | +$230K | 0.1% | 94 |
|
|
2023
Q3 | – | Sell |
-1,763
| Closed | -$222K | – | 99 |
|
|
2023
Q2 | $222K | Buy |
+1,763
| New | +$222K | 0.11% | 96 |
|
|
2022
Q1 | – | Sell |
-1,981
| Closed | -$206K | – | 128 |
|
|
2021
Q4 | $206K | Sell |
1,981
-54
| -3% | -$5.62K | 0.1% | 99 |
|
|
2021
Q3 | $220K | Hold |
2,035
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $218K | Buy |
2,035
+435
| +27% | +$46.6K | 0.13% | 93 |
|
|
2021
Q1 | $202K | Buy |
+1,600
| New | +$202K | 0.11% | 95 |
|