Moody National Bank Trust Division’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
9,096
+834
| +10% | +$144K | 0.14% | 156 |
|
|
2025
Q1 | $1.82M | Sell |
8,262
-7
| -0.1% | -$1.55K | 0.19% | 117 |
|
|
2024
Q4 | $1.7M | Sell |
8,269
-526
| -6% | -$108K | 0.18% | 131 |
|
|
2024
Q3 | $1.58M | Sell |
8,795
-397
| -4% | -$71.3K | 0.17% | 148 |
|
|
2024
Q2 | $1.37M | Sell |
9,192
-2
| -0% | -$298 | 0.11% | 139 |
|
|
2024
Q1 | $1.47M | Buy |
9,194
+37
| +0.4% | +$5.91K | 0.12% | 132 |
|
|
2023
Q4 | $1.22M | Sell |
9,157
-8,274
| -47% | -$1.1M | 0.09% | 162 |
|
|
2023
Q3 | $1.97M | Buy |
17,431
+3,507
| +25% | +$396K | 0.13% | 127 |
|
|
2023
Q2 | $1.76M | Buy |
13,924
+306
| +2% | +$38.6K | 0.12% | 128 |
|
|
2023
Q1 | $1.54M | Sell |
13,618
-14
| -0.1% | -$1.58K | 0.13% | 132 |
|
|
2022
Q4 | $1.38M | Buy |
13,632
+543
| +4% | +$54.9K | 0.12% | 145 |
|
|
2022
Q3 | $1.23M | Buy |
13,089
+468
| +4% | +$43.8K | 0.13% | 150 |
|
|
2022
Q2 | $1.12M | Sell |
12,621
-1,447
| -10% | -$129K | 0.12% | 153 |
|
|
2022
Q1 | $1.43M | Sell |
14,068
-1,850
| -12% | -$188K | 0.04% | 159 |
|
|
2021
Q4 | $1.65M | Sell |
15,918
-51,915
| -77% | -$5.39M | 0.05% | 154 |
|
|
2021
Q3 | $7.36M | Sell |
67,833
-74
| -0.1% | -$8.03K | 0.11% | 111 |
|
|
2021
Q2 | $7.26M | Sell |
67,907
-90
| -0.1% | -$9.62K | 0.15% | 112 |
|
|
2021
Q1 | $8.09M | Sell |
67,997
-54
| -0.1% | -$6.43K | 0.19% | 99 |
|
|
2020
Q4 | $7.75M | Sell |
68,051
-85
| -0.1% | -$9.68K | 0.2% | 101 |
|
|
2020
Q3 | $7.02M | Hold |
68,136
| – | – | 0.22% | 97 |
|
|
2020
Q2 | $6.65M | Buy |
68,136
+284
| +0.4% | +$27.7K | 0.21% | 96 |
|
|
2020
Q1 | $6.45M | Buy |
+67,852
| New | +$6.45M | 0.23% | 84 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$31K | – | 577 |
|
|
2019
Q1 | $31K | Buy |
350
+57
| +19% | +$5.05K | ﹤0.01% | 472 |
|
|
2018
Q4 | $22K | Buy |
+293
| New | +$22K | ﹤0.01% | 462 |
|