Midwest Professional Planners Ltd (MPPL)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,746
| Closed | -$2.81M | – | 154 |
|
|
2025
Q1 | $2.81M | Buy |
12,746
+167
| +1% | +$36.9K | 0.88% | 37 |
|
|
2024
Q4 | $2.58M | Buy |
12,579
+458
| +4% | +$94.1K | 0.77% | 40 |
|
|
2024
Q3 | $2.18M | Buy |
12,121
+385
| +3% | +$69.2K | 0.67% | 47 |
|
|
2024
Q2 | $1.75M | Buy |
11,736
+165
| +1% | +$24.6K | 0.58% | 48 |
|
|
2024
Q1 | $1.85M | Sell |
11,571
-3,462
| -23% | -$553K | 0.65% | 46 |
|
|
2023
Q4 | $2M | Buy |
15,033
+1,013
| +7% | +$135K | 0.8% | 37 |
|
|
2023
Q3 | $1.58M | Buy |
14,020
+1,281
| +10% | +$145K | 0.71% | 43 |
|
|
2023
Q2 | $1.61M | Buy |
12,739
+2,118
| +20% | +$267K | 0.7% | 40 |
|
|
2023
Q1 | $1.2M | Buy |
10,621
+529
| +5% | +$59.8K | 0.59% | 50 |
|
|
2022
Q4 | $1.02M | Buy |
10,092
+574
| +6% | +$58K | 0.56% | 56 |
|
|
2022
Q3 | $891K | Buy |
9,518
+1,014
| +12% | +$94.9K | 0.53% | 55 |
|
|
2022
Q2 | $757K | Buy |
8,504
+342
| +4% | +$30.4K | 0.43% | 60 |
|
|
2022
Q1 | $828K | Buy |
8,162
+352
| +5% | +$35.7K | 0.41% | 59 |
|
|
2021
Q4 | $811K | Sell |
7,810
-35
| -0.4% | -$3.63K | 0.39% | 63 |
|
|
2021
Q3 | $851K | Buy |
7,845
+256
| +3% | +$27.8K | 0.45% | 64 |
|
|
2021
Q2 | $811K | Buy |
7,589
+4,611
| +155% | +$493K | 0.42% | 66 |
|
|
2021
Q1 | $283K | Sell |
2,978
-4,068
| -58% | -$387K | 0.28% | 71 |
|
|
2020
Q4 | $802K | Buy |
7,046
+830
| +13% | +$94.5K | 0.49% | 56 |
|
|
2020
Q3 | $641K | Buy |
6,216
+514
| +9% | +$53K | 0.45% | 62 |
|
|
2020
Q2 | $557K | Buy |
5,702
+2,724
| +91% | +$266K | 0.44% | 62 |
|
|
2020
Q1 | $283K | Buy |
2,978
+206
| +7% | +$19.6K | 0.28% | 72 |
|
|
2019
Q4 | $321K | Buy |
2,772
+612
| +28% | +$70.9K | 0.26% | 73 |
|
|
2019
Q3 | $224K | Buy |
+2,160
| New | +$224K | 0.2% | 81 |
|
|
2018
Q3 | – | Sell |
-407
| Closed | -$30K | – | 158 |
|
|
2018
Q2 | $30K | Sell |
407
-30
| -7% | -$2.21K | 0.03% | 167 |
|
|
2018
Q1 | $31K | Buy |
437
+387
| +774% | +$27.5K | 0.03% | 158 |
|
|
2017
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 304 |
|