Atria Wealth Solutions’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 Q2	$844K	Sell	4,897 -11,578	-70%	-$2.1M	0.02%	708
2025 Q1	$3.64M	Sell	16,475 -3,677	-18%	-$805K	0.04%	435
2024 Q4	$4.14M	Buy	20,152 +1,893	+10%	+$386K	0.05%	408
2024 Q3	$3.28M	Sell	18,259 -283	-2%	-$46.7K	0.04%	468
2024 Q2	$2.76M	Buy	18,542 +493	+3%	+$74.6K	0.03%	522
2024 Q1	$2.88M	Buy	18,049 +243	+1%	+$35.4K	0.03%	509
2023 Q4	$2.37M	Buy	17,806 +5,576	+46%	+$684K	0.03%	555
2023 Q3	$1.38M	Sell	12,230 -9	-0.1%	-$1.11K	0.02%	689
2023 Q2	$1.54M	Sell	12,239 -497	-4%	-$58.5K	0.02%	668
2023 Q1	$1.44M	Sell	12,736 -206	-2%	-$22.7K	0.02%	667
2022 Q4	$1.31M	Buy	12,942 +100	+0.8%	+$9.96K	0.02%	648
2022 Q3	$1.2M	Buy	+12,842	New	+$1.31M	0.02%	654
2022 Q2	–	Sell	-6,118	Closed	-$620K	–	1720
2022 Q1	$620K	Buy	+6,118	New	+$619K	0.01%	944