MMBG Investment 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 | $595K | Hold |
3,450
| – | – | 0.06% | 125 |
|
|
2025
Q1 | $762K | Hold |
3,450
| – | – | 0.09% | 105 |
|
|
2024
Q4 | $709K | Hold |
3,450
| – | – | 0.08% | 107 |
|
|
2024
Q3 | $620K | Hold |
3,450
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $514K | Hold |
3,450
| – | – | 0.06% | 114 |
|
|
2024
Q1 | $551K | Hold |
3,450
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $458K | Hold |
3,450
| – | – | 0.05% | 124 |
|
|
2023
Q3 | $390K | Hold |
3,450
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $394K | Sell |
3,450
-110
| -3% | -$12.6K | 0.05% | 127 |
|
|
2023
Q1 | $402K | Hold |
3,560
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $360K | Hold |
3,560
| – | – | 0.05% | 133 |
|
|
2022
Q3 | $333K | Hold |
3,560
| – | – | 0.04% | 130 |
|
|
2022
Q2 | $317K | Sell |
3,560
-38,850
| -92% | -$3.46M | 0.04% | 134 |
|
|
2022
Q1 | $4.3M | Sell |
42,410
-9,300
| -18% | -$943K | 0.45% | 49 |
|
|
2021
Q4 | $5.37M | Buy |
+51,710
| New | +$5.37M | 0.52% | 39 |
|