Monument Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
1,241
| – | – | 0.06% | 207 |
|
|
2025
Q1 | $274K | Hold |
1,241
| – | – | 0.08% | 157 |
|
|
2024
Q4 | $255K | Hold |
1,241
| – | – | 0.07% | 168 |
|
|
2024
Q3 | $223K | Buy |
+1,241
| New | +$223K | 0.06% | 179 |
|
|
2020
Q3 | – | Sell |
-23,822
| Closed | -$2.33M | – | 96 |
|
|
2020
Q2 | $2.33M | Sell |
23,822
-1,942
| -8% | -$190K | 1.37% | 27 |
|
|
2020
Q1 | $2.45M | Sell |
25,764
-611
| -2% | -$58K | 1.76% | 16 |
|
|
2019
Q4 | $3.05M | Sell |
26,375
-851
| -3% | -$98.4K | 1.56% | 13 |
|
|
2019
Q3 | $2.82M | Sell |
27,226
-964
| -3% | -$99.8K | 1.53% | 16 |
|
|
2019
Q2 | $2.61M | Sell |
28,190
-2,119
| -7% | -$196K | 1.41% | 23 |
|
|
2019
Q1 | $2.68M | Sell |
30,309
-2,064
| -6% | -$182K | 1.52% | 16 |
|
|
2018
Q4 | $2.38M | Buy |
32,373
+200
| +0.6% | +$14.7K | 1.49% | 19 |
|
|
2018
Q3 | $2.65M | Buy |
32,173
+2,675
| +9% | +$220K | 1.49% | 14 |
|
|
2018
Q2 | $2.19M | Sell |
29,498
-3,656
| -11% | -$271K | 1.52% | 15 |
|
|
2018
Q1 | $2.34M | Buy |
33,154
+1,418
| +4% | +$100K | 1.6% | 14 |
|
|
2017
Q4 | $2.08M | Buy |
+31,736
| New | +$2.08M | 1.47% | 23 |
|