MLL
Moody Lynn & Lieberson’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
4,424
+39
| +0.9% | +$6.72K | 0.04% | 137 |
|
|
2025
Q1 | $968K | Hold |
4,385
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $901K | Hold |
4,385
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $788K | Buy |
4,385
+905
| +26% | +$163K | 0.05% | 142 |
|
|
2024
Q2 | $519K | Hold |
3,480
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $556K | Hold |
3,480
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $462K | Hold |
3,480
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $393K | Hold |
3,480
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $439K | Hold |
3,480
| – | – | 0.04% | 162 |
|
|
2023
Q1 | $393K | Hold |
3,480
| – | – | 0.04% | 172 |
|
|
2022
Q4 | $351K | Hold |
3,480
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $326K | Sell |
3,480
-30
| -0.9% | -$2.81K | 0.03% | 182 |
|
|
2022
Q2 | $312K | Hold |
3,510
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $356K | Hold |
3,510
| – | – | 0.03% | 186 |
|
|
2021
Q4 | $364K | Sell |
3,510
-684
| -16% | -$70.9K | 0.02% | 191 |
|
|
2021
Q3 | $455K | Hold |
4,194
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $448K | Hold |
4,194
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $499K | Hold |
4,194
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $478K | Hold |
4,194
| – | – | 0.04% | 149 |
|
|
2020
Q3 | $432K | Sell |
4,194
-23
| -0.5% | -$2.37K | 0.04% | 143 |
|
|
2020
Q2 | $412K | Hold |
4,217
| – | – | 0.04% | 136 |
|
|
2020
Q1 | $401 | Sell |
4,217
-37,060
| -90% | -$3.52K | 0.06% | 119 |
|
|
2019
Q4 | $4.77M | Sell |
41,277
-3,850
| -9% | -$445K | 0.46% | 61 |
|
|
2019
Q3 | $4.68M | Buy |
45,127
+37
| +0.1% | +$3.83K | 0.52% | 61 |
|
|
2019
Q2 | $4.11M | Buy |
+45,090
| New | +$4.11M | 0.45% | 57 |
|
|
2016
Q4 | – | Sell |
-7,930
| Closed | -$789K | – | 175 |
|
|
2016
Q3 | $789K | Sell |
7,930
-33,885
| -81% | -$3.37M | 0.13% | 90 |
|
|
2016
Q2 | $4.55M | Sell |
41,815
-148
| -0.4% | -$16.1K | 0.81% | 43 |
|
|
2016
Q1 | $4.31M | Sell |
41,963
-24,000
| -36% | -$2.46M | 0.68% | 55 |
|
|
2015
Q4 | $6.03M | Buy |
65,963
+30,590
| +86% | +$2.8M | 0.95% | 42 |
|
|
2015
Q3 | $3.06M | Hold |
35,373
| – | – | 0.59% | 55 |
|
|
2015
Q2 | $2.93M | Sell |
35,373
-650
| -2% | -$53.8K | 0.47% | 62 |
|
|
2015
Q1 | $2.86M | Hold |
36,023
| – | – | 0.46% | 61 |
|
|
2014
Q4 | $2.56M | Sell |
36,023
-5,510
| -13% | -$391K | 0.36% | 72 |
|
|
2014
Q3 | $2.68M | Sell |
41,533
-670
| -2% | -$43.3K | 0.4% | 67 |
|
|
2014
Q2 | $2.55M | Sell |
42,203
-620
| -1% | -$37.4K | 0.35% | 78 |
|
|
2014
Q1 | $2.43M | Sell |
42,823
-9,257
| -18% | -$525K | 0.35% | 80 |
|
|
2013
Q4 | $3.08M | Buy |
52,080
+28,425
| +120% | +$1.68M | 0.42% | 79 |
|
|
2013
Q3 | $2.39M | Buy |
23,655
+2,775
| +13% | +$280K | 0.37% | 81 |
|
|
2013
Q2 | $1.83M | Buy |
+20,880
| New | +$1.83M | 0.32% | 80 |
|