Lionsbridge Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $990K | Sell |
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|
2022
Q2 | $942K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.42M | Buy |
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