MTM Investment 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 | $2.33M | Buy |
13,517
+193
| +1% | +$33.3K | 0.78% | 31 |
|
|
2025
Q1 | $2.96M | Buy |
13,324
+19
| +0.1% | +$4.22K | 1.14% | 23 |
|
|
2024
Q4 | $2.73M | Sell |
13,305
-17
| -0.1% | -$3.49K | 1.05% | 26 |
|
|
2024
Q3 | $2.47M | Buy |
13,322
+10
| +0.1% | +$1.85K | 0.96% | 26 |
|
|
2024
Q2 | $1.98M | Sell |
13,312
-133
| -1% | -$19.8K | 0.81% | 32 |
|
|
2024
Q1 | $2.15M | Sell |
13,445
-8
| -0.1% | -$1.28K | 0.89% | 29 |
|
|
2023
Q4 | $1.79M | Hold |
13,453
| – | – | 0.82% | 33 |
|
|
2023
Q3 | $1.52M | Buy |
13,453
+40
| +0.3% | +$4.52K | 0.77% | 36 |
|
|
2023
Q2 | $1.69M | Buy |
13,413
+21
| +0.2% | +$2.65K | 0.83% | 31 |
|
|
2023
Q1 | $1.51M | Buy |
13,392
+62
| +0.5% | +$7.01K | 0.78% | 32 |
|
|
2022
Q4 | $1.35M | Sell |
13,330
-841
| -6% | -$85K | 0.7% | 36 |
|
|
2022
Q3 | $1.33M | Buy |
14,171
+513
| +4% | +$48K | 0.75% | 34 |
|
|
2022
Q2 | $1.26M | Buy |
+13,658
| New | +$1.26M | 0.68% | 44 |
|