Accurate Wealth Management’s Fiserv, Inc. Common Stock 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
$255K Buy
2025
Q1
$278K Buy
2024
Q4
$254K Buy
2024
Q3
$213K Buy
2023
Q2
Sell
2023
Q1
$260K Sell
2022
Q4
$1.63M Sell
2022
Q3
$2.76M Buy
2022
Q2
Sell
2022
Q1
$1.01M Buy
2021
Q4
$847K Sell
2021
Q3
$851K Sell
2021
Q2
$778K Buy