Moody Lynn & Lieberson’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 | $381K | Sell |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $968K | Hold |
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|
2024
Q4 | $901K | Hold |
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|
2024
Q3 | $788K | Buy |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $556K | Hold |
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|
2023
Q4 | $462K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $448K | Hold |
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|
2021
Q1 | $499K | Hold |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $412K | Hold |
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|
2020
Q1 | $401 | Sell |
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|
2019
Q4 | $4.77M | Sell |
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|
2019
Q3 | $4.67M | Buy |
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|
2019
Q2 | $4.11M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $789K | Sell |
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|
2016
Q2 | $4.55M | Sell |
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|
2016
Q1 | $4.3M | Sell |
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|
2015
Q4 | $6.03M | Buy |
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|
2015
Q3 | $3.06M | Hold |
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|
2015
Q2 | $2.93M | Sell |
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|
2015
Q1 | $2.86M | Hold |
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|
2014
Q4 | $2.56M | Sell |
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|
2014
Q3 | $2.68M | Sell |
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|
2014
Q2 | $2.55M | Sell |
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|
2014
Q1 | $2.43M | Sell |
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|
2013
Q4 | $3.08M | Buy |
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|
2013
Q3 | $2.39M | Buy |
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|
2013
Q2 | $1.82M | Buy |
|