Laurie J. Hall Trustee’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
17,515
-260
| -1% | -$44.8K | 1% | 33 |
|
|
2025
Q1 | $3.93M | Sell |
17,775
-510
| -3% | -$113K | 1.4% | 27 |
|
|
2024
Q4 | $3.76M | Sell |
18,285
-125
| -0.7% | -$25.7K | 1.23% | 25 |
|
|
2024
Q3 | $3.31M | Sell |
18,410
-45
| -0.2% | -$8.08K | 1.05% | 29 |
|
|
2024
Q2 | $2.75M | Sell |
18,455
-10
| -0.1% | -$1.49K | 0.96% | 32 |
|
|
2024
Q1 | $2.95M | Buy |
18,465
+450
| +2% | +$71.9K | 1.04% | 32 |
|
|
2023
Q4 | $2.39M | Sell |
18,015
-200
| -1% | -$26.6K | 0.92% | 37 |
|
|
2023
Q3 | $2.06M | Sell |
18,215
-1,700
| -9% | -$192K | 0.88% | 39 |
|
|
2023
Q2 | $2.51M | Hold |
19,915
| – | – | 1% | 37 |
|
|
2023
Q1 | $2.25M | Sell |
19,915
-150
| -0.7% | -$17K | 0.96% | 39 |
|
|
2022
Q4 | $2.03M | Hold |
20,065
| – | – | 0.91% | 38 |
|
|
2022
Q3 | $1.88M | Sell |
20,065
-50
| -0.2% | -$4.68K | 0.92% | 37 |
|
|
2022
Q2 | $1.79M | Hold |
20,115
| – | – | 0.84% | 37 |
|
|
2022
Q1 | $2.04M | Sell |
20,115
-9,012
| -31% | -$914K | 0.78% | 40 |
|
|
2021
Q4 | $3.02M | Hold |
29,127
| – | – | 1.07% | 28 |
|
|
2021
Q3 | $3.16M | Sell |
29,127
-50
| -0.2% | -$5.43K | 1.22% | 25 |
|
|
2021
Q2 | $3.12M | Hold |
29,177
| – | – | 1.18% | 27 |
|
|
2021
Q1 | $3.47M | Buy |
29,177
+25
| +0.1% | +$2.98K | 1.33% | 27 |
|
|
2020
Q4 | $3.32M | Sell |
29,152
-2,435
| -8% | -$277K | 1.34% | 25 |
|
|
2020
Q3 | $3.26M | Buy |
+31,587
| New | +$3.26M | 1.46% | 19 |
|
|
2019
Q4 | $3.68M | Sell |
31,842
-270
| -0.8% | -$31.2K | 1.7% | 16 |
|
|
2019
Q3 | $3.33M | Buy |
32,112
+675
| +2% | +$69.9K | 1.7% | 15 |
|
|
2019
Q2 | $2.87M | Buy |
31,437
+2,172
| +7% | +$198K | 1.49% | 20 |
|
|
2019
Q1 | $2.58M | Sell |
29,265
-400
| -1% | -$35.3K | 1.36% | 22 |
|
|
2018
Q4 | $2.5M | Buy |
29,665
+1,100
| +4% | +$92.8K | 1.38% | 23 |
|
|
2018
Q3 | $2.35M | Buy |
28,565
+2,575
| +10% | +$212K | 1.24% | 24 |
|
|
2018
Q2 | $1.93M | Buy |
25,990
+350
| +1% | +$25.9K | 1.11% | 25 |
|
|
2018
Q1 | $1.83M | Sell |
25,640
-80
| -0.3% | -$5.71K | 1.11% | 27 |
|
|
2017
Q4 | $1.69M | Buy |
25,720
+1,330
| +5% | +$87.2K | 0.96% | 29 |
|
|
2017
Q3 | $1.57M | Buy |
24,390
+1,990
| +9% | +$128K | 0.98% | 29 |
|
|
2017
Q2 | $1.37M | Buy |
22,400
+1,140
| +5% | +$69.7K | 0.88% | 33 |
|
|
2017
Q1 | $1.23M | Buy |
21,260
+400
| +2% | +$23.1K | 0.78% | 40 |
|
|
2016
Q4 | $1.15M | Buy |
+20,860
| New | +$1.15M | 0.73% | 41 |
|
|
2016
Q2 | $1.25M | Sell |
22,660
-500
| -2% | -$27.6K | 0.81% | 33 |
|
|
2016
Q1 | $1.14M | Sell |
23,160
-800
| -3% | -$39.2K | 0.71% | 39 |
|
|
2015
Q4 | $1.13M | Sell |
23,960
-1,500
| -6% | -$70.7K | 0.81% | 34 |
|
|
2015
Q3 | $1.1M | Sell |
25,460
-400
| -2% | -$17.3K | 0.88% | 36 |
|
|
2015
Q2 | $1.07M | Hold |
25,860
| – | – | 0.78% | 37 |
|
|
2015
Q1 | $1.03M | Sell |
25,860
-260
| -1% | -$10.3K | 0.75% | 38 |
|
|
2014
Q4 | $927K | Buy |
26,120
+1,860
| +8% | +$66K | 0.66% | 40 |
|
|
2014
Q3 | $784K | Sell |
24,260
-1,400
| -5% | -$45.2K | 0.59% | 43 |
|
|
2014
Q2 | $774K | Sell |
25,660
-100
| -0.4% | -$3.02K | 0.58% | 45 |
|
|
2014
Q1 | $730K | Hold |
25,760
| – | – | 0.56% | 44 |
|
|
2013
Q4 | $761K | Buy |
25,760
+2,400
| +10% | +$70.9K | 0.59% | 43 |
|
|
2013
Q3 | $591K | Sell |
23,360
-1,000
| -4% | -$25.3K | 0.5% | 49 |
|
|
2013
Q2 | $532K | Buy |
+24,360
| New | +$532K | 0.47% | 50 |
|