Lebenthal Global Advisors’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 | $932K | Buy |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $902K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $986K | Sell |
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|
2022
Q4 | $914K | Buy |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $296K | Buy |
|