Lionsbridge Wealth 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 | – | Sell |
-6,673
| Closed | -$1.47M | – | 63 |
|
|
2025
Q1 | $1.47M | Sell |
6,673
-1,520
| -19% | -$336K | 1.31% | 29 |
|
|
2024
Q4 | $1.68M | Sell |
8,193
-788
| -9% | -$162K | 1.41% | 28 |
|
|
2024
Q3 | $1.61M | Sell |
8,981
-314
| -3% | -$56.4K | 1.27% | 29 |
|
|
2024
Q2 | $1.39M | Sell |
9,295
-48
| -0.5% | -$7.15K | 1.11% | 28 |
|
|
2024
Q1 | $1.49M | Sell |
9,343
-183
| -2% | -$29.2K | 1.16% | 30 |
|
|
2023
Q4 | $1.27M | Sell |
9,526
-212
| -2% | -$28.2K | 1.01% | 32 |
|
|
2023
Q3 | $1.1M | Buy |
9,738
+18
| +0.2% | +$2.03K | 1.04% | 31 |
|
|
2023
Q2 | $1.23M | Sell |
9,720
-378
| -4% | -$47.7K | 1.1% | 29 |
|
|
2023
Q1 | $1.14M | Sell |
10,098
-606
| -6% | -$68.5K | 1.05% | 35 |
|
|
2022
Q4 | $1.08M | Buy |
10,704
+119
| +1% | +$12K | 1.05% | 33 |
|
|
2022
Q3 | $990K | Sell |
10,585
-5
| -0% | -$468 | 1.42% | 23 |
|
|
2022
Q2 | $942K | Sell |
10,590
-677
| -6% | -$60.2K | 1.09% | 31 |
|
|
2022
Q1 | $1.14M | Sell |
11,267
-335
| -3% | -$34K | 1.32% | 40 |
|
|
2021
Q4 | $1.2M | Sell |
11,602
-321
| -3% | -$33.3K | 1.29% | 42 |
|
|
2021
Q3 | $1.29M | Sell |
11,923
-90
| -0.7% | -$9.76K | 1.4% | 41 |
|
|
2021
Q2 | $1.28M | Sell |
12,013
-564
| -4% | -$60.3K | 1.37% | 42 |
|
|
2021
Q1 | $1.5M | Buy |
12,577
+434
| +4% | +$51.7K | 1.46% | 25 |
|
|
2020
Q4 | $1.38M | Buy |
12,143
+309
| +3% | +$35.2K | 1.49% | 26 |
|
|
2020
Q3 | $1.22M | Buy |
11,834
+187
| +2% | +$19.3K | 1.47% | 25 |
|
|
2020
Q2 | $1.14M | Buy |
11,647
+75
| +0.6% | +$7.32K | 1.28% | 26 |
|
|
2020
Q1 | $1.1M | Sell |
11,572
-594
| -5% | -$56.4K | 1.31% | 15 |
|
|
2019
Q4 | $1.42M | Buy |
+12,166
| New | +$1.42M | 1.32% | 20 |
|