LCM
Liberty Capital Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Sell |
51,537
-255
| -0.5% | -$44K | 1.79% | 12 |
|
|
2025
Q1 | $11.4M | Sell |
51,792
-354
| -0.7% | -$78.2K | 2.55% | 8 |
|
|
2024
Q4 | $10.7M | Sell |
52,146
-95
| -0.2% | -$19.5K | 2.38% | 9 |
|
|
2024
Q3 | $9.39M | Buy |
52,241
+207
| +0.4% | +$37.2K | 2.08% | 13 |
|
|
2024
Q2 | $7.76M | Sell |
52,034
-368
| -0.7% | -$54.8K | 1.84% | 14 |
|
|
2024
Q1 | $8.37M | Sell |
52,402
-830
| -2% | -$133K | 2.06% | 14 |
|
|
2023
Q4 | $7.07M | Sell |
53,232
-1,225
| -2% | -$163K | 1.86% | 14 |
|
|
2023
Q3 | $6.15M | Buy |
54,457
+779
| +1% | +$88K | 1.82% | 15 |
|
|
2023
Q2 | $6.77M | Buy |
53,678
+163
| +0.3% | +$20.6K | 2.03% | 13 |
|
|
2023
Q1 | $6.05M | Sell |
53,515
-512
| -0.9% | -$57.9K | 1.99% | 15 |
|
|
2022
Q4 | $5.46M | Buy |
54,027
+213
| +0.4% | +$21.5K | 1.89% | 15 |
|
|
2022
Q3 | $5.04M | Sell |
53,814
-934
| -2% | -$87.4K | 1.88% | 16 |
|
|
2022
Q2 | $4.87M | Sell |
54,748
-2,824
| -5% | -$251K | 1.73% | 17 |
|
|
2022
Q1 | $5.84M | Sell |
57,572
-480
| -0.8% | -$48.7K | 1.71% | 16 |
|
|
2021
Q4 | $6.03M | Sell |
58,052
-3,088
| -5% | -$320K | 1.63% | 19 |
|
|
2021
Q3 | $6.63M | Buy |
61,140
+12
| +0% | +$1.3K | 1.95% | 13 |
|
|
2021
Q2 | $6.53M | Sell |
61,128
-408
| -0.7% | -$43.6K | 1.99% | 12 |
|
|
2021
Q1 | $7.33M | Sell |
61,536
-930
| -1% | -$111K | 2.53% | 10 |
|
|
2020
Q4 | $7.11M | Buy |
+62,466
| New | +$7.11M | 2.57% | 8 |
|
|
2020
Q2 | $5.92M | Sell |
60,467
-3,953
| -6% | -$387K | 2.56% | 10 |
|
|
2020
Q1 | $6.13M | Sell |
64,420
-264
| -0.4% | -$25.1K | 3.2% | 6 |
|
|
2019
Q4 | $7.48M | Sell |
64,684
-472
| -0.7% | -$54.6K | 3.08% | 4 |
|
|
2019
Q3 | $6.75M | Sell |
65,156
-243
| -0.4% | -$25.2K | 2.97% | 5 |
|
|
2019
Q2 | $5.96M | Sell |
65,399
-1,035
| -2% | -$94.4K | 2.68% | 6 |
|
|
2019
Q1 | $5.87M | Buy |
66,434
+435
| +0.7% | +$38.4K | 2.96% | 5 |
|
|
2018
Q4 | $4.85M | Buy |
65,999
+100
| +0.2% | +$7.35K | 2.98% | 4 |
|
|
2018
Q3 | $5.43M | Sell |
65,899
-375
| -0.6% | -$30.9K | 2.84% | 7 |
|
|
2018
Q2 | $4.91M | Sell |
66,274
-790
| -1% | -$58.5K | 2.87% | 6 |
|
|
2018
Q1 | $4.78M | Buy |
67,064
+33,248
| +98% | +$2.37M | 2.89% | 6 |
|
|
2017
Q4 | $4.64M | Sell |
33,816
-115
| -0.3% | -$15.8K | 2.45% | 8 |
|
|
2017
Q3 | $4.36M | Sell |
33,931
-1,332
| -4% | -$171K | 2.39% | 7 |
|
|
2017
Q2 | $4.3M | Sell |
35,263
-75
| -0.2% | -$9.15K | 2.61% | 5 |
|
|
2017
Q1 | $4.08M | Sell |
35,338
-1,268
| -3% | -$146K | 2.45% | 4 |
|
|
2016
Q4 | $4.03M | Sell |
36,606
-579
| -2% | -$63.7K | 2.61% | 4 |
|
|
2016
Q3 | $3.68M | Buy |
37,185
+205
| +0.6% | +$20.3K | 2.39% | 5 |
|
|
2016
Q2 | $4.02M | Buy |
36,980
+73
| +0.2% | +$7.94K | 2.72% | 4 |
|
|
2016
Q1 | $3.79M | Buy |
36,907
+510
| +1% | +$52.3K | 2.84% | 7 |
|
|
2015
Q4 | $3.33M | Buy |
36,397
+85
| +0.2% | +$7.77K | 2.51% | 8 |
|
|
2015
Q3 | $3.15M | Buy |
36,312
+1,670
| +5% | +$145K | 2.48% | 8 |
|
|
2015
Q2 | $2.87M | Sell |
34,642
-945
| -3% | -$78.3K | 1.93% | 14 |
|
|
2015
Q1 | $2.83M | Sell |
35,587
-2,695
| -7% | -$214K | 1.89% | 15 |
|
|
2014
Q4 | $2.72M | Sell |
38,282
-40
| -0.1% | -$2.84K | 1.89% | 16 |
|
|
2014
Q3 | $2.48M | Sell |
38,322
-400
| -1% | -$25.9K | 1.8% | 19 |
|
|
2014
Q2 | $2.34M | Sell |
38,722
-458
| -1% | -$27.6K | 1.65% | 21 |
|
|
2014
Q1 | $2.22M | Sell |
39,180
-4,760
| -11% | -$270K | 1.63% | 21 |
|
|
2013
Q4 | $2.6M | Buy |
43,940
+21,840
| +99% | +$1.29M | 1.85% | 19 |
|
|
2013
Q3 | $2.23M | Sell |
22,100
-30
| -0.1% | -$3.03K | 1.77% | 21 |
|
|
2013
Q2 | $1.93M | Buy |
+22,130
| New | +$1.93M | 1.66% | 23 |
|