Leavell 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 | $535K | Sell |
3,104
-73
| -2% | -$12.6K | 0.02% | 393 |
|
|
2025
Q1 | $702K | Buy |
3,177
+44
| +1% | +$9.72K | 0.03% | 328 |
|
|
2024
Q4 | $644K | Buy |
3,133
+550
| +21% | +$113K | 0.03% | 338 |
|
|
2024
Q3 | $464K | Buy |
2,583
+72
| +3% | +$12.9K | 0.02% | 393 |
|
|
2024
Q2 | $374K | Buy |
2,511
+116
| +5% | +$17.3K | 0.02% | 403 |
|
|
2024
Q1 | $383K | Sell |
2,395
-50
| -2% | -$8K | 0.02% | 386 |
|
|
2023
Q4 | $325K | Hold |
2,445
| – | – | 0.02% | 391 |
|
|
2023
Q3 | $276K | Sell |
2,445
-100
| -4% | -$11.3K | 0.02% | 403 |
|
|
2023
Q2 | $321K | Hold |
2,545
| – | – | 0.02% | 387 |
|
|
2023
Q1 | $288K | Hold |
2,545
| – | – | 0.02% | 394 |
|
|
2022
Q4 | $257K | Hold |
2,545
| – | – | 0.02% | 392 |
|
|
2022
Q3 | $238K | Hold |
2,545
| – | – | 0.02% | 399 |
|
|
2022
Q2 | $226K | Hold |
2,545
| – | – | 0.02% | 407 |
|
|
2022
Q1 | $258K | Hold |
2,545
| – | – | 0.02% | 382 |
|
|
2021
Q4 | $264K | Sell |
2,545
-33
| -1% | -$3.42K | 0.02% | 397 |
|
|
2021
Q3 | $280K | Buy |
2,578
+33
| +1% | +$3.58K | 0.02% | 361 |
|
|
2021
Q2 | $303K | Hold |
2,545
| – | – | 0.02% | 337 |
|
|
2021
Q1 | $303K | Sell |
2,545
-375
| -13% | -$44.6K | 0.02% | 337 |
|
|
2020
Q4 | $332K | Hold |
2,920
| – | – | 0.03% | 317 |
|
|
2020
Q3 | $301K | Hold |
2,920
| – | – | 0.03% | 314 |
|
|
2020
Q2 | $285K | Hold |
2,920
| – | – | 0.03% | 318 |
|
|
2020
Q1 | $277K | Sell |
2,920
-550
| -16% | -$52.2K | 0.03% | 297 |
|
|
2019
Q4 | $401K | Sell |
3,470
-460
| -12% | -$53.2K | 0.04% | 284 |
|
|
2019
Q3 | $407K | Hold |
3,930
| – | – | 0.04% | 282 |
|
|
2019
Q2 | $358K | Sell |
3,930
-150
| -4% | -$13.7K | 0.04% | 297 |
|
|
2019
Q1 | $360K | Hold |
4,080
| – | – | 0.04% | 289 |
|
|
2018
Q4 | $300K | Sell |
4,080
-420
| -9% | -$30.9K | 0.04% | 300 |
|
|
2018
Q3 | $371K | Buy |
+4,500
| New | +$371K | 0.04% | 294 |
|
|
2016
Q3 | – | Sell |
-6,540
| Closed | -$356K | – | 373 |
|
|
2016
Q2 | $356K | Buy |
+6,540
| New | +$356K | 0.05% | 284 |
|