MML Investors Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.4M | Sell |
129,862
-3,802
| -3% | -$656K | 0.06% | 295 |
|
2025
Q1 | $29.5M | Buy |
133,664
+7,651
| +6% | +$1.69M | 0.1% | 212 |
|
2024
Q4 | $25.9M | Buy |
126,013
+4,585
| +4% | +$942K | 0.09% | 222 |
|
2024
Q3 | $21.8M | Buy |
121,428
+12,427
| +11% | +$2.23M | 0.08% | 250 |
|
2024
Q2 | $16.2M | Sell |
109,001
-15,760
| -13% | -$2.35M | 0.07% | 287 |
|
2024
Q1 | $19.9M | Buy |
124,761
+6,204
| +5% | +$992K | 0.08% | 250 |
|
2023
Q4 | $15.7M | Buy |
118,557
+19,024
| +19% | +$2.53M | 0.07% | 270 |
|
2023
Q3 | $11.2M | Buy |
99,533
+8,190
| +9% | +$925K | 0.06% | 305 |
|
2023
Q2 | $11.5M | Buy |
91,343
+20,809
| +30% | +$2.63M | 0.06% | 296 |
|
2023
Q1 | $7.97M | Sell |
70,534
-9,688
| -12% | -$1.09M | 0.06% | 332 |
|
2022
Q4 | $8.11M | Buy |
80,222
+13,246
| +20% | +$1.34M | 0.05% | 350 |
|
2022
Q3 | $6.27M | Buy |
66,976
+6,222
| +10% | +$582K | 0.05% | 378 |
|
2022
Q2 | $5.41M | Buy |
60,754
+6,309
| +12% | +$561K | 0.04% | 398 |
|
2022
Q1 | $5.52M | Buy |
54,445
+6,071
| +13% | +$616K | 0.04% | 418 |
|
2021
Q4 | $5.02M | Buy |
48,374
+18,225
| +60% | +$1.89M | 0.04% | 440 |
|
2021
Q3 | $3.27M | Buy |
30,149
+2,155
| +8% | +$234K | 0.03% | 557 |
|
2021
Q2 | $2.99M | Sell |
27,994
-11,436
| -29% | -$1.22M | 0.03% | 553 |
|
2021
Q1 | $4.69M | Buy |
39,430
+17,747
| +82% | +$2.11M | 0.04% | 385 |
|
2020
Q4 | $2.47M | Buy |
21,683
+15,678
| +261% | +$1.79M | 0.03% | 512 |
|
2020
Q3 | $619K | Sell |
6,005
-3,407
| -36% | -$351K | 0.01% | 945 |
|
2020
Q2 | $919K | Sell |
9,412
-130
| -1% | -$12.7K | 0.01% | 739 |
|
2020
Q1 | $906K | Sell |
9,542
-7,319
| -43% | -$695K | 0.02% | 654 |
|
2019
Q4 | $1.95M | Buy |
16,861
+309
| +2% | +$35.7K | 0.03% | 492 |
|
2019
Q3 | $1.72M | Buy |
16,552
+8,445
| +104% | +$875K | 0.03% | 493 |
|
2019
Q2 | $739K | Buy |
8,107
+1,193
| +17% | +$109K | 0.01% | 851 |
|
2019
Q1 | $610K | Buy |
6,914
+336
| +5% | +$29.6K | 0.01% | 908 |
|
2018
Q4 | $483K | Sell |
6,578
-153
| -2% | -$11.2K | 0.01% | 927 |
|
2018
Q3 | $554K | Buy |
6,731
+2,763
| +70% | +$227K | 0.01% | 950 |
|
2018
Q2 | $294K | Buy |
3,968
+644
| +19% | +$47.7K | 0.01% | 1097 |
|
2018
Q1 | $237K | Sell |
3,324
-370
| -10% | -$26.4K | 0.01% | 1190 |
|
2017
Q4 | $242K | Buy |
3,694
+182
| +5% | +$11.9K | ﹤0.01% | 1208 |
|
2017
Q3 | $226K | Sell |
3,512
-1,502
| -30% | -$96.7K | ﹤0.01% | 1152 |
|
2017
Q2 | $307K | Sell |
5,014
-1,206
| -19% | -$73.8K | 0.01% | 960 |
|
2017
Q1 | $359K | Buy |
+6,220
| New | +$359K | 0.01% | 539 |
|