1858 Wealth Management’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$213K Sell
2025
Q1
$280K Sell
2024
Q4
$301K Sell
2024
Q3
$266K Sell
2024
Q2
$225K Sell
2024
Q1
$213K Hold
2023
Q4
$213K Buy