Moran Wealth 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 | $7.65M | Buy |
44,350
+922
| +2% | +$159K | 0.24% | 130 |
|
|
2025
Q1 | $9.59M | Buy |
+43,428
| New | +$9.59M | 0.32% | 104 |
|
|
2023
Q2 | – | Sell |
-3,632
| Closed | -$411K | – | 389 |
|
|
2023
Q1 | $411K | Sell |
3,632
-832
| -19% | -$94K | 0.02% | 308 |
|
|
2022
Q4 | $451K | Buy |
+4,464
| New | +$451K | 0.02% | 305 |
|