Miracle Mile Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.66M | Buy |
9,602
+264
| +3% | +$45.5K | 0.03% | 274 |
|
2025
Q1 | $2.06M | Buy |
9,338
+241
| +3% | +$53.2K | 0.04% | 212 |
|
2024
Q4 | $1.87M | Buy |
9,097
+402
| +5% | +$82.6K | 0.04% | 244 |
|
2024
Q3 | $1.56M | Buy |
8,695
+777
| +10% | +$140K | 0.04% | 217 |
|
2024
Q2 | $1.18M | Buy |
7,918
+365
| +5% | +$54.4K | 0.03% | 235 |
|
2024
Q1 | $1.21M | Buy |
7,553
+263
| +4% | +$42K | 0.03% | 236 |
|
2023
Q4 | $968K | Buy |
7,290
+61
| +0.8% | +$8.1K | 0.03% | 263 |
|
2023
Q3 | $817K | Buy |
7,229
+500
| +7% | +$56.5K | 0.03% | 277 |
|
2023
Q2 | $849K | Hold |
6,729
| – | – | 0.03% | 279 |
|
2023
Q1 | $761K | Sell |
6,729
-24
| -0.4% | -$2.71K | 0.02% | 314 |
|
2022
Q4 | $683K | Buy |
6,753
+1,127
| +20% | +$114K | 0.02% | 317 |
|
2022
Q3 | $526K | Buy |
+5,626
| New | +$526K | 0.02% | 287 |
|
2022
Q2 | – | Sell |
-5,279
| Closed | -$535K | – | 456 |
|
2022
Q1 | $535K | Buy |
+5,279
| New | +$535K | 0.02% | 309 |
|
2020
Q3 | – | Sell |
-2,442
| Closed | -$238K | – | 369 |
|
2020
Q2 | $238K | Sell |
2,442
-2,454
| -50% | -$239K | 0.02% | 279 |
|
2020
Q1 | $465K | Buy |
+4,896
| New | +$465K | 0.05% | 187 |
|