Leavell Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $702K | Buy |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $401K | Sell |
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|
2019
Q3 | $407K | Hold |
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|
2019
Q2 | $358K | Sell |
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|
2019
Q1 | $360K | Hold |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $371K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $356K | Buy |
|