Lee, Danner & Bass’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 | $16.4M | Buy |
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|
2025
Q2 | $18.3M | Buy |
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|
2025
Q1 | $19M | Sell |
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|
2024
Q4 | $17.8M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $13.3M | Buy |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $9.79M | Buy |
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|
2022
Q3 | $8.79M | Buy |
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|
2022
Q2 | $8.26M | Buy |
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|
2022
Q1 | $9.23M | Buy |
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|
2021
Q4 | $8.87M | Buy |
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|
2021
Q3 | $8.32M | Buy |
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|
2021
Q2 | $4.63M | Buy |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $754K | Hold |
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|
2020
Q2 | $714K | Sell |
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|
2020
Q1 | $819K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.04M | Buy |
|